The problem
Call notes get typed up later, or never. What the client said lives in one person's head instead of on the record the rest of the team reads.
What the agent does
The caller
The back office
Demo call, fictional practice and data
Demo with fictional data: a new patient calls Fernhollow Physio about a shoulder injury. The agent answers, notes the reason, creates the patient record, checks the physiotherapist's availability, books Thursday at 8:00, texts a confirmation and an intake form, and attaches the recording, transcript and summary to the record.
- Matches the caller to the right client or contact record.
- Writes the summary, transcript and recording link onto that record.
- Creates the follow-up task or job when the call needs one.
- Covers calls your team takes in Dialpad, as well as calls the agent answers.
What it connects to
Plus any CRM or practice system with an API.
Usually: Integrated agent
Call logging is usually an Integrated agent, because it writes into your own systems.
See the three build tiers
Let's build it.
Tell us about the calls you need handled and we'll show you how we'd build it.
Or email jack.west@sparkintegrations.com.au