Call Transcripts

Read the conversation instead of listening to it.

On this page

A transcript is the whole call written out — every line, labelled by who said it. It sits under the recording on any conversation.

Opening one

Open Conversations and click a call. The transcript is below the player, and it appears as the call happens if you open one that’s still live.

Why read instead of listen

  • It’s faster. A four-minute call reads in about forty seconds.
  • You can skim to the part that matters instead of scrubbing a player.
  • It’s searchable — across every call you’ve ever had.
  • You can read it anywhere, including somewhere noisy or where playing audio would be awkward.
  • You can copy the details straight out — an address, a unit model, a gate code.

Read first, then listen

The efficient loop is to read the transcript to find the moment, then play just that part of the recording for tone. Hesitation and irritation don’t survive into text.

How to read one

  1. 1

    Skip the opening

    The greeting and disclosure are the same every time. The information starts at the caller’s first line.

  2. 2

    Find what they actually wanted

    Usually their first or second sentence, in their own words — often more useful than any summary.

  3. 3

    Check the questions it asked

    Were they the right ones for this job? Anything missing goes into Call Behavior.

  4. 4

    Find the turning point

    On a call that didn’t book, there’s always one — a price, a date, a question it couldn’t answer. It’s nearly always in the last third.

A transcript that shows the problem

CallerHow soon could someone come out?
Your receptionistThe earliest I have is Thursday the 14th, between 8 and 10 in the morning.
CallerOh. That's over a week.
Your receptionistI can put you on the list if anything opens up sooner. Shall I book the 14th for now?
CallerNo, it's all right, I'll try someone else. Thanks.

Nothing wrong with what it said. The problem is availability, and no amount of rewording fixes that.

Searching every call at once

Because transcripts are text, you can search across your whole history for a word. It’s the most underused feature in the product.

A competitor's name
How often callers mention shopping around, and what they say about price.
A word like 'warranty' or 'landlord'
Find every call touching a topic, and whether it's answering them well.
A street or area name
See how much demand is coming from a patch you might not cover yet.
A phrase like 'too expensive'
Pull up every price objection you've had, in one list.

This is your FAQ backlog

Search your transcripts for “someone will follow up”. Every hit is a question your receptionist couldn’t answer — in priority order, written by your own customers.

How accurate are they?

Very good on clear lines, and good enough to be useful on poor ones. Where a call has heavy background noise or a difficult connection, expect the occasional wrong word — usually names, street names and part numbers.

If a detail matters and the transcript looks odd, play that moment of the recording. The audio is always the source of truth.

Yes — a transcript can be copied out for your own records, sent to a technician with the job, or attached to a customer note. It’s customer data, so handle it accordingly.