Every call is in the file
The summary is saved in the file of the candidate or contact person. That way a colleague can read back what was discussed, even if they did not make the call.
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AI summarises every phone call and saves the summary in the file, so the whole team knows what was discussed.
Derec is a Dutch staffing agency for education. Its recruiters and account managers are on the phone with candidates and schools all day. They agree on a lot in those calls. I built a solution in which AI automatically writes a summary of every phone call. The summary is saved in the file and sent by e-mail to the colleague who made the call.
The summary is saved in the file of the candidate or contact person. That way a colleague can read back what was discussed, even if they did not make the call.
AI writes the summary once the call is over. A colleague has nothing to type after hanging up and can go straight on to the next call.
The colleague who made the call gets the summary by e-mail as well. That way, after a day of calls, they can read back in their own mailbox what was agreed with whom.
BEFORE
Only the colleague who made the call knew what was discussed in it. The rest of the team only knew once that colleague wrote it down. Between two calls that often did not happen. As a result, a colleague who took over a candidate did not always know what had already been discussed.
THE USUAL SOLUTION
Usually a team agrees that everyone makes a note after every call. On a busy day that is the first thing to be left undone. Every colleague also writes it down in their own way. The aim was therefore a summary nobody has to do anything for.
THE CALL
A colleague calls through the company's phone system, which already records the call. As soon as the call is over, Derec's system fetches that recording.
THE TEXT
AI turns the recording into text and keeps the two speakers apart.
THE SUMMARY
AI writes a short summary of what was discussed and agreed. AI skips a voicemail or a call without content.
THE NOTE
The summary is saved as a note in Carerix, the recruitment system the whole company works in. If the phone number is known, the note is placed with the right candidate or contact person straight away.
PRIVACY
The system skips calls between two colleagues. They are not transcribed. That way colleagues can simply keep calling each other. A voicemail or a wrong number does not lead to a note. The e-mail with the summary only goes to the colleague who made the call.
From a phone call to a note in the file: along the way, the call passes through five places.
Colleague → Phone system · A phone call
A colleague calls a candidate or a school, or is called. Nobody has to do anything else. The rest is automatic.
Phone system → Derec's system · The call has ended
As soon as someone hangs up, the phone system automatically sends a notice to Derec's system. If it was a call between two colleagues, it stops here.
Derec's system · Waiting for the recording
The recording is not there straight after hanging up. That is why the system looks again after a minute. After that it waits a little longer each time, up to an hour and a half after the call at most. The system looks for the recording on the colleague's own phone. That way it is always clear whose call it was.
Derec's system → AI · The transcribed call
AI → Recruitment system · The summary
AI → Colleague · The summary by e-mail
AI writes the summary. It is saved as a note in the recruitment system. There the whole team can read the note back. At the same time the colleague gets the same summary by e-mail, with the date and time of the call.