Overview

This article explains how to use the post-call view in CoPilot to review your completed calls and access important information. The screen automatically shows customer details like names, phone numbers, and move information, and lets you generate useful documents like follow-up emails and inventory lists with just one click. You can also listen to the full call recording, read the transcript, and export lead information.

Video Walkthrough

How to Access Your Post-Call Screen

Option 1: During an Active Call

If you have CoPilot open during a call, it will automatically show the post-call screen when the call ends.

Option 2: Finding Past Calls

1. Navigate to your calls list (company calls or my calls)
2. Click on the specific call you want to review

What You'll See on the Post-Call Screen

Call Information (Top Section)

• Time the call took place
• Call duration (how long it lasted)
• Sales rep who handled the call
• Phone number of the caller
• Call direction (incoming or outgoing)

Call Summary

• Automatic summary of the call
• Can be customized from your settings
• Note: See our other help desk article for customization instructions

Playbook Section

• Shows all playbook items that were discussed
• Completed items are crossed off
• Each item is time-stamped - click to jump to that specific point in the call

Using Post-Call Documents

Available Document Types

Your post-call screen includes tools to create:

• Call summaries
• Inventory lists
• Follow-up emails
• Customer sentiment analysis
• Move information extraction

How to Generate Call Information

1. Look for the task you want (example: "Customer Sentiment")
2. Click on the "generate" button underneath the task
3. Get instant results

Note: These documents pull information directly from your call transcript and can be fully customized

Lead Details Section

Automatic Information Capture

As the call happens, this section automatically fills in:

• Phone number (always captured)
• Name and email
• Move size and dates
• Locations mentioned
• Salesperson assigned
• Referral source
• Custom notes

Note: All fields can be edited manually if needed

Exporting Leads

Before Export

• Shows "Export" button if connected to SuperMove or SmartMoving
• Displays all lead information that will be exported

After Export

• Shows "Completed" status
• Displays export date and time
• Provides link to the exported information in your other system

Call Audio and Transcript

Full Call Review

• Complete audio recording of the call
• Full transcript of the conversation
• Clickable timestamps - click any point in the transcript to jump to that moment in the audio

Customization Options

Document Customization

• All post-call playbooks tasks can be customized
• Create as many unique task types as you need
• Extract any specific information from call transcripts
• Contact your customer success manager for help with setup

Key Benefits

• Save time with automatic information capture
• Generate call information instantly
• Export leads directly to your CRM
• Review calls efficiently with timestamps
• Track performance with sentiment analysis

Need Help? If you need assistance with playbooks or other Copilot features, contact our support team at help@supermove.com or reach out to your Customer Success Manager.