đ Call Guide shows the sections from a Smart Action while you are speaking with a contact. It does not record answers or run the automation during the call.
Before you start
Call Guide is available during active phone calls in the desktop dialler and when not on call from the top right corner of the dialler.
Your admin controls which automations appear in Call Guide.
Automations must be published to appear.
Open Call Guide during calls
Start or answer a phone call.
In the call controls, click Call guide.
The Call Guide panel opens on the right side of the screen.
â You can keep the panel open while using the normal call controls, including Mute, Transfer, and End call.
Open Call Guide when not on a call
If you need to access the Call Guide while not a call, click the small icon on the top right of the dialler, next to the Hide button.
Choose a guide
Click an automation to open it as your guide. Each guide shows numbered sections. Use these as prompts to make sure you cover the right topics before ending the call. Where your admin has added notes to a section, they appear under the section title.
Read the automation title and guidance, then work through its sections in order.
Use the back arrow beside the automation name to choose a different guide.
Use the guide during the call
Each guide shows numbered sections. Use these as prompts to make sure you cover the right topics before ending the call.
For example, a Screening Questions guide may include sections such as:
Current situation
Reason for leaving
Future role
Salary expectations
Notice period
Run the automation after the call
When the call has ended:
Open the call in the conversation.
Click Smart Actions.
Select the same automation.
TalentLynk will use the call recording and transcript to generate structured answers for the sections you covered.
For Admins: Set up Call Guide
Admins can control this setting for each automation:
Go to Settings â Automations.
Create or edit an automation.
Turn Show in call guide on or off.
Save the automation.
The setting is enabled by default. Turning it off only hides the automation from Call Guide; it does not prevent eligible users from running it later through Smart Actions.
Each section in an automation has two optional fields:
What to say on the call â notes for the person making the call. These appear under the section title in Call Guide, and are never sent to the AI.
What the AI should extract â tells the AI what to pull from the transcript when the automation runs after the call. This is never shown in Call Guide.
If you leave What to say on the call empty, Call Guide shows What the AI should extract instead.