Empower Summaries and Transcriptions allow you to include a brief AI-generated summary and a direct link to the complete call transcription in your CRM activity logs. In this guide, you’ll learn how to activate this integration setting and efficiently review detailed customer interactions directly from your CRM records.

Integrate Empower summaries and transcriptions in your CRM

1. Access your CRM integration settings

Navigate to your connected integration panel in the Ringover Dashboard to modify synchronisation options.

1. Go to your Ringover Dashboard. Click on Store > Integrations.
2. Select your active CRM integration and click Configure.
3. Scroll down to the Empower options section.
4. Locate the Sync Empower summaries and transcriptions option.
5. Switch the cursor toggle to active (blue).
6. Choose how the summary will be displayed. ”Notes” and “Appointments” are recommended for one-to-many meetings. “Tasks” will only log one-to-one meetings or the first participant.

2. Review summaries and transcriptions in your CRM

Access call summaries and transcript links directly within your customer interaction comments.

1. Make or receive a phone call using your Ringover dialler.
2. Open the corresponding contact or deal activity record in your CRM.
3. Locate the comments section of the activity record to view the brief AI summary and click the link to read the full call transcription.

🎉 You now know how to integrate Empower summaries and transcriptions in your CRM and can efficiently review every customer interaction!