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Open a customer call in Comms, customer Activity, or an authorised reporting view. Summaries, transcripts and recordings depend on captured material, processing and your access.

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After each call

  1. Find the correct call in the customer’s Activity.
  2. Select ArgonixIntelligence.
  3. Read Intelligence notes and Next steps.
  4. Under Calls behind these notes, open Transcript or the recording to check important details.
  5. Review the resulting tasks before adding more follow-up.
Names, dates, prices and commitments need checking against the source. A summary does not establish contract consent or confirm payment.

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Tasks are created automatically

Action items become tasks assigned to the customer’s sales rep. Rep work starts in To do; Await customer: … starts in Waiting. A call without a customer or assigned rep may produce no tasks. Review timing is a prompt to review work. It is not a booked appointment or a commitment made by the customer.

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Book a follow-up

An outstanding rep-owned task can become a phone appointment. Booking moves it to Waiting; completing the appointment completes the task. Cancelling returns the task to To do. Rescheduling moves its due date with the appointment. Customer-owned tasks cannot be booked this way.
Processing may still be underway. Not every call has a transcript or recording. Cancelled or superseded calls do not recreate work, and existing completed, edited or appointment-linked tasks are preserved. Review the source call and contact support with its reference if needed.