Send Call Details via Email

The Cloud Voice App lets you hand off a call’s details to email in a single step. Contact information, any notes you took, and the AI call summary can all be forwarded to a colleague or kept for your own records. You can do this while the call is still connected or once it has finished, which makes call follow-up faster and keeps everyone on the same page.

Requirements

Your PBX (Private Branch Exchange, the server that routes your calls) must be running firmware 84.21.0.66 or later.

Note

Firmware is managed by your administrator. If the email option described below never appears, the server is likely on an older release and needs to be updated first.

Before you begin

Choose the email client you want the app to use, then finish setting it up:

• System default email client: Set a default mail application in your operating system and sign in to an account.
• Web-based email client: Sign in to your account in that provider’s web interface.

Send the details

1. Open the email action that matches your situation.

   Note

   During a call, the button you see depends on whether call notes are turned on for your extension. When call notes are available, the email action lives under Call Notes; when they are not, the same action is under More.

   While a call is active:

   • If call notes are available, choose Call Notes, then Send Email.

     

   • If call notes are not available, choose More, then Send Email.

     

   After a call ends:

   • In the post-call pop-up window, click the email icon.

     

   • In your call logs, hover over the call you want and click the email icon.

     

   The app opens your chosen email client, desktop application or web app, and starts a new message that already has the recipient address, a subject, and a body filled with the call details.

   

2. Add any other recipients, then review and adjust the message as needed.

   Caution

   Keep the message reasonably short. If the content exceeds the size limit your email client or browser allows, it will be truncated automatically and the recipient will receive an incomplete message.

3. Click Send.

The call details are delivered to the recipients you specified.