Set-up video · Step 9 of 12
Choose where messages go
Processing decides what each message carries. The call summary, sentiment, unanswered questions and structured data are turned on here. A text summary after the call needs the caller’s consent.
Recorded in the portal on September 11, 2026. The video follows Outerbanks Handyman, our demo account. The voiceover is a first take and is being re-recorded.
Read this step on the set-up page, with screenshots and tips
Transcript
That's what we're building here, and you'll just want to make sure those instructions are right. If not, you'll want to go back up to your agent and adjust that. processing, you'll want to enable a few different things. As far as that, you'll want to go with a call summary, if you would like that to be sent to sentiment and highlights as well, detect unanswered questions, extract, structured data, like to send a the client an SMS summary, that is totally fine as well.
You can click that on, if you'd like. you do need to have the caller consent to that. And if you are wanting the activity set, up, you'll just do what we had earlier.
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