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Notes
Real-time call summarization AI that automatically generates agent notes and saves them to CRM, with customization, supervisor view, redaction of PCI and PHI, and CRM integration.
What is Notes?
Real-time call summarization AI that automatically generates agent notes and saves them to CRM, with customization, supervisor view, redaction of PCI and PHI, and CRM integration.
Product typeAgent Assist & Quality
Pricing · Subscription
Deployment
APINot available
What teams use Notes for
Real-time agent guidance and coaching during live calls
Automated quality assurance and call scoring
Compliance monitoring and proactive alerts
Call summarization and CRM integration
Voice AI agents for high-volume repeatable calls
Omnichannel conversation management
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
PCI DSS
HIPAA
Real-time redaction of PCI and PHI data
Scrubbing of sensitive information like social security numbers
Default exclusion of PI through redaction
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
