If the AI assistant S with the customer, a contact note is generated in Bp Event. The person responsible for the event is informed of the new contact note with a notification.
- Open the contact note from the notification window by double-click.
- You can confirm the message "Do you want to record the processing time?" by clicking Do not record .
- The contact note opens.
- The account and contact details are prefilled and the date, time and duration of the call are entered.
- The Category of the note is preset to "Fonio phone call", the phone number is entered in the Contacted by field.
- The Subject is preset to "Fonio call log: clarification of open questions event" for outgoing calls.
Note: For incoming calls, the subject is preset with "Fonio call log" + short call summary (max. 7 words). - The conversation transcript is entered in the Description field. Click on
Zoom to open the text field including formatting options for better readability. - Each question entered as a to-do and discussed in the phone call is listed in the note with
a) "Response sent to Bp Event"
b) "Confirmation received from Bp Event" - The audio link to the call note is stored below the description in the AI field and can be listened to again.
Important: The audio file is only stored on the server for 30 days, but can be downloaded and saved before the deadline expires.
Note: The use of AI always requires verification by the user. If any ambiguities arise during the conversation, the conversation can be compared with the AI answers via the audio file.