Talk Notes, transcripts, and your call history

Talk Notes

A Talk Note arrives by text and email a few moments after each call. The text starts with what happened, like Message, Booking request, Transferred to you, or Questions answered, then who called and what about, a short summary, and a link to the call. Urgent calls start with URGENT.

The email has the same summary, how long the call lasted, any intake answers, and a See the call link. If your account protects health information, see below.

To change who gets Talk Notes, see where Talk Notes go.

The Calls page

Select Calls in the menu. Search by name, number, or what the caller said, and filter by what happened: Booked, Messages, Transferred, Urgent, Answered, Hung up, or Paused.

Select a call to open its details: the Talk Note, any intake answers, the recording, and the transcript. Select Call back to call the person.

Transcripts and recordings

Every plan keeps a transcript of every call, so you can check an address or a time without listening. Recordings are on Real Talk and Big Talk. Recording laws vary by state, so check the rules where you do business. More about recordings.

When a Talk Note says the details are in the app

If your callers might share health information, Talk Notes by text and email leave out caller details and say the details are only in the app. Open the call in the app to see everything.

You answer this in Settings, under Health information. Until you answer, Talk Notes stay private this way. How FrontDesk Talk handles health information.

With call intake, you can still email the answers that aren’t health details: turn on Email the answers that aren’t health details on the Call intake page, and mark each question that can carry health information as a Health detail.

Questions