Send Call Details via Email

When you need to hand off or follow up on a call, the Cloud Voice App can package the call’s details, including the contact information, any call notes, and the AI call summary, into an email for you. You can trigger this while the call is still in progress or after it has ended.

Requirements

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

Note

If you cannot find the email option described below, the firmware is likely older than 84.21.0.66. Check the version on the PBX system information page or ask your system administrator to confirm.

Before you begin

Choose the email client you want the Cloud Voice App to use, and make sure it is ready to send:

• For your operating system’s default email client, set that client as the system default and sign in to an account.
• For a web-based email client, open its web interface and sign in to an account.

Send the details

1. Open the email action that matches your situation.

   During an active call:

   • If call notes are enabled, open Call Notes and choose Send Email.

     

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

     

   After the call ends:

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

     

   • In your call logs, select the email icon next to the call you want to send.

     

   The Cloud Voice App opens your chosen email client, whether a desktop program or a web app, and drafts a new message that already contains a recipient address, a subject line, and a body filled in with the call details.

   

2. In the draft, add any additional recipients and adjust the subject or body as needed.

   Note

   Keep the message reasonably short. If the content exceeds the size limit of your email client or browser, it is truncated automatically, which can leave the message incomplete.

3. Select Send.

Result

The call details are delivered to the recipients you specified.