AI call summaries
A clear summary of every call, the moment it ends
Nobody should have to listen to a full recording to find out what a caller needed. A structured summary makes the outcome visible immediately.
When this matters
- ✓Team needs visibility without listening to every call
- ✓Handoffs between shifts or team members
- ✓Tracking what was promised to a caller
- ✓Reporting on call outcomes
How it works
- 1The call ends
- 2Trivant generates a structured summary of intent, urgency, and outcome
- 3The summary is attached to the caller's opportunity record
- 4Your team is notified via dashboard, email, or SMS
- 5Recordings and transcripts are available when enabled
Common use cases
- ✓Shift handoffs with no information gap
- ✓Reviewing what was promised on a call
- ✓Auditing AI decisions and escalations
- ✓Reporting on recovered opportunities
What you configure
- ✓Notification channels
- ✓Fields included in the summary
- ✓Consent handling for recorded calls
Where it has limits
- –Recording and transcription happen automatically for AI-handled calls, subject to applicable consent requirements
- –Summaries reflect what was said on the call — they don't add information the caller didn't provide
- –Historical calls before recording was enabled aren't retroactively transcribed
Frequently asked questions
Is call recording on by default?
Yes — Trivant records and transcribes AI-handled calls automatically, subject to applicable consent requirements.
Who can see call summaries and recordings?
Anyone on your team with account access can see them — there's no separate permission tier for this today.
What's included in a summary?
Caller intent, urgency, contact details, requested service, and the outcome — booked, transferred, or callback created.
Can summaries feed a CRM?
Not today. Zapier and custom webhook support is on our roadmap for sending summaries to other systems.
See it on a real call.
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