What a summary email contains
The subject names the caller and marks them as a New Lead or an Existing Customer. Inside:- Call details. Who called, when, how long, and how the call ended (handled by Alli, transferred, message taken, or not resolved).
- Caller information. Name, callback number, email, address and reason for the call, when the caller gave them.
- Messages taken. Anything the caller asked Alli to pass on.
- Call summary and action items. What happened and what to do next.
- Listen to recording. A link that plays the call without signing in. It works for a week.