Overview

This guide shows you how to customize what information appears in your call summary, which is the recap you see after each call. The call summary is the overview section that appears in your post-call view. It gives you a quick recap of what the call was about and includes important information from the conversation.

Video Walkthrough

How to Edit Your Call Summary

Step 1: Navigate to Settings

1. Click on Settings
2. Select Call Summaries

Step 2: Review Standard Information

You'll see standard information that's already included in your summaries. This basic information will automatically appear in every call summary unless removed

Step 3: Add Custom Information

You can add specific items that aren't already included, such as:

• Customer phone number
• Customer email address
• General inventory discussed
• Expensive items mentioned
• Any other information important to your business

Step 4: Choose What to Include or Exclude

Step 5: Save Your Changes

Click Save to apply your changes to all future call summaries.

Important Note About Voice Agents

This same summary is also included in the follow-up emails sent after voice agent calls. Customizing your call summary will make those automated emails more useful and informative for your team.

Benefits of Customizing

• Get more relevant information in your call recaps
• Improve voice agent follow-up emails
• Focus on information that's important to your business
• Save time by having key details highlighted automatically

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.