# Call Transcription & Summarization

Call Transcription and Summarization helps you convert call conversations into text and automatically generate a short summary of the discussion. This makes it easier to review calls, understand key points, and track important follow-ups without listening to the full recording.

This feature can automatically transcribe and summarize calls, or it can be used manually for individual calls if automatic settings are disabled.

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### How to Configure Call Transcription and Summarization

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Before using this feature, you need to configure it from the Call Settings page.

Follow these steps:

1. Go to **Settings** in your DoubleTick workspace.
2. Navigate to the **Calls** section.
3. Search for **Call Settings**.

Inside Call Settings, you will see two configuration options.

#### Enable Auto-Transcribe Calls

This setting allows the system to automatically generate transcripts for every call.

Steps to enable it:

1. Locate the **Auto-Transcribe Calls** toggle.
2. By default, the toggle may appear **disabled**.
3. Move the toggle to the **right side** to enable it.

Once enabled, every call will automatically be transcribed.

A note below this option also mentions that enabling transcription allows the system to **scan calls in CX Overview for insights and analysis**.

If this setting is turned **off**, you can still **transcribe individual calls manually** whenever needed.

#### Enable Auto-Summarize Calls

This setting automatically generates a summary for each call.

Steps to enable it:

1. Locate the **Auto-Summarize Calls** toggle.
2. If it is disabled, move the toggle to the **right side** to enable it.

Once enabled, the system will automatically create a summary for every call.

If the setting remains **off**, users can still **generate summaries manually for individual calls**.

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### Where to View Call Transcripts and Summaries

<figure><img src="/files/1SNBsttD0qWvhOTsyiT0" alt=""><figcaption></figcaption></figure>

After transcription and summarization are enabled, you can view them from the Calls section.

Follow these steps:

1. Go to **Calls** from the main menu.
2. You will see a list of all calls, including:
   * Incoming calls
   * Outgoing calls
   * Missed calls
3. Open any **incoming or outgoing call** from the list.
4. Inside the chat, you will see the **call recording** displayed in the conversation.

Below the call recording player (where you can play or pause the recording), you will see options for **Transcript** and **Summary**.

5. Click **View Full Transcript**.

This will open a **panel on the right side** of the screen where the complete call details are displayed.

The panel includes:

* Call details
* Information about who answered the call
* Whether the call was incoming or outgoing
* The call recording
* The full transcript
* The AI-generated summary

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### What the Call Summary Includes

The call summary provides a quick overview of the conversation so that you can understand the outcome without reviewing the entire call.

The summary typically includes:

* A **quick recap** of the conversation
* **Key discussion points** covered during the call
* **Next steps** or actions mentioned during the discussion

This helps teams quickly understand what happened during the call and decide the next course of action.


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