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Jack 03 · AI Call Notes

The call ends. The note is already drafted. The caller checks it and moves on.

After each recorded call, AI drafts a short summary, the customer's interest level, their concerns and a suggested next step. The caller confirms or edits it in a few seconds. Nothing is saved to the lead until a person confirms it.

app.swha33.com/calls/note

Call with Mr. Vivek Bhatt · 4:12

Home loan enquiry · Gujarati and English

Draft for caller

Summary

Salaried, looking at a flat in Gota. Needs a loan of about ₹32 lakh. Asked about documents for a co-applicant (wife). Wants to compare EMI before deciding.

Loan amount
₹32,00,000
Interest level
Warm
Co-applicant
Yes, spouse
Property
Flat, GotaCheck
Next step: Send document checklist on WhatsApp, callback Thursday 7 pm
Confirm and create follow-up Edit
to review and confirm a note
~10 s
languages summarised
3
notes confirmed by a person
100%

How it works

AI Call Notes in three moves.

  1. 1

    Call with notice

    The customer hears that the call is recorded. The recording is transcribed after the call ends.

  2. 2

    AI drafts the note

    A short summary, key details such as budget or course, interest level and a suggested follow-up.

  3. 3

    Caller confirms

    The caller edits anything that is wrong and confirms. The follow-up is created in one click.

What is included

Everything AI Call Notes does on the floor.

Structured summaries

Three to five lines, not a wall of transcript. Key facts sit in labelled fields.

Your fields, filled in

Map AI output to your custom fields: monthly bill, course, loan amount, property type, city.

Interest level

Hot, warm or cold, with the reason in the customer's own words.

Suggested next step

Callback, visit, demo or WhatsApp message, with a proposed date taken from the conversation.

Multilingual calls

Calls in English, Hindi, Gujarati and mixed language are summarised in the language your team reads.

Caller confirmation

Every note is a draft until a caller confirms it. Edits are kept so managers can see what AI got wrong.

Drafts, not decisions

AI writes the first draft. Your caller has the final word.

AI Call Notes is built to save typing, not to talk to customers. It never makes promises, quotes prices or gives financial, legal or medical advice. It only summarises what was said, and a person checks every note.

  • Confirm, edit or discard on every draft
  • Low-confidence fields highlighted for review
  • No AI on calls where recording notice was not given
  • Edit history visible to team managers

On real floors

How teams use AI Call Notes.

Solar

Roof size, monthly bill, subsidy questions and preferred visit day pulled from each call.

Insurance and loans

Documents pending, coverage asked about and the date the customer wants a callback.

Real estate

Budget, configuration, possession timeline and site visit preference captured for the sales team.

Education

Course, intake, parent or student on call, and fee concerns noted for the counsellor.

Questions

About AI Call Notes

01Does AI talk to our customers?

No. AI Call Notes only works after a call ends. Your callers do all the talking.

02What if the AI gets something wrong?

The caller edits the draft before confirming. Unconfirmed drafts never update the lead, and edits are logged.

03Which languages are supported?

English, Hindi and Gujarati, including calls that mix them. Notes can be written in English or the call language.

04Is call audio used to train outside models?

No. Your recordings and transcripts are processed for your account only and are not used to train third-party models.

6:00 pmEnd of shift

One line on the board is still open.

Bring your leads, your callers and your campaigns onto one floor. The trial includes calling minutes, AI Call Notes and every report for 30 days.

30 days free · calling minutes included · no card needed

Leads
1,140
Calls
182
Visits
14
Overdue
0