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Instant AI Notes help agents save time by automatically generating a clear, professional summary of a call.
User level: Admin, Agent, Supervisor

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What are Instant AI Notes

Instant AI Notes generate a written summary of a call directly in the Notes section of the call details. This summary is created using the call transcript and is designed to help you quickly log key information, outcomes, and next steps without writing everything manually. If you have already added manual notes, CloudTalk keeps them intact and adds the AI-generated summary below them.

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How to generate AI notes

  1. Complete a call and proceed to the call wrap-up screen.
  2. In the Notes section, click the Generate with AI button next to the Notes field.
  3. The AI generates a summary and inserts it into the Notes.
If the call already contains manual notes, they remain at the top. The AI-generated summary is added below, separated by a divider.

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Adjust summary settings before generation

After the AI summary is generated, you can customize how the notes are displayed:
  • Length: Short, Normal (Default), or Long
  • Tone: Professional, Friendly, or Direct (Default)
  • Language: Original call language (Default) or English
Below is a breakdown of how Length and Tone affect the generated Instant AI Notes.

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Summary length options

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Tone options

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Editing AI-generated notes

After the AI Notes are generated:
  • The Notes field remains fully editable.
  • You can update, rewrite, or append information at any time.
  • Changes are saved automatically after a short delay.
If you change the summary length, tone, or language after editing the AI-generated content, CloudTalk asks you to confirm regeneration. This confirmation is required because regenerating the summary will replace the existing AI-generated content, and any manual edits or notes added to it will be lost.

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Availability and limitations

Instant AI Notes are available only when the following conditions are met:
  • The call duration is longer than 30 seconds.
  • The call is not a voicemail.
  • Conversation Intelligence is enabled for your workspace.
If it is already enabled, the feature is available immediately. If it is not enabled, clicking the button will:
  • Redirect Admins to the Dashboard where Conversation Intelligence can be enabled
  • Show Agents an informational message indicating that an upgrade to Conversation Intelligence is required for the feature to work
Only one AI summary can be generated per call. Once a summary is created and saved, the AI button is disabled and the note behaves like a regular editable note.

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What happens when a call is reopened

When you reopen a call later, or when another agent opens the same call:
  • Existing manual notes and the AI-generated summary are displayed together.
  • The AI summary is not regenerated automatically.
  • It is no longer possible to regenerate the summary or change its tone or length.
  • The Notes section works like a standard editable note.
Need help or have a question? Just reach out through our Support portal — we’re here for you.