Business call summaries are sent to the approved recipients and systems configured for your account.

Standard delivery #

Business plans include email summaries to up to three approved recipients. A shared inbox can be one of the agreed destinations. Restaurant notifications follow the separately approved restaurant workflow.

Other destinations #

CRM delivery, internal SMS, chat tools, or additional automations require the appropriate included or separately scoped configuration. A client portal should not be assumed to be available unless it is part of your account setup.

Caller messages are different #

A customer appointment confirmation, payment link, order summary, or reservation email is a separate workflow output. Its content and destination are approved independently of the internal business call summary.

Verify delivery #

We test destinations before launch. Report missing summaries with the call date and time, and check email filtering and inbox access.