Open a contact’s conversation, or find the call in Reports → Call Logs.
Play or download a recording
Select Play recording. To download the audio, press Play → three dots → Download.
Create a transcript or summary
Open Smart Actions → AI Summary. TalentLynk creates a transcript and a summary of the call. Review important details before using them.
For other workflows, see Automations (Smart Actions).
To create summaries automatically for calls above a chosen duration, contact support. This setting applies across your organisation.
Sync with your CRM
Use the call or summary’s activity controls to select the appropriate CRM action. Available actions and automatic syncing depend on your organisation’s integration settings.
For connection and sync checks, see Settings & Integrations. For Mercury’s activity workflow, see Mercury CRM activity sync.
A recording or summary is missing
If the call still shows in progress, follow Calling problems.
If you stopped the recording, see Stop recording a call for what remains available.
For Unexpected error fetching call recording, or a finished call with missing audio, contact support. Include the contact/number, date/time and time zone, and a screenshot. We may need to retrieve the recording.
The transcript or summary is incorrect
Compare the output with the recording. You can edit the generated note before using it. If speaker labels or transcription are wrong, report the specific call and an example to support.
An automation uses the available call transcript; it cannot recover words the transcript missed. Separate calls are not automatically combined into one qualification note.