Overview

CloudCall AutoNote is an intelligent call summarization and insight feature within the CloudCall Workspace. It automatically generates structured summaries, insights, and analytics from calls handled by recruiters and agents. For Supervisors, CloudCall AutoNote enables fast visibility into team performance, compliance, call quality, and conversation trends—without the need to listen to recordings or read full transcripts.

This guide explains the key features, how to use them day to day, and answers common questions.

Who This Guide Is For

• Agents / Recruiters using the CloudCall Softphone to handle recorded calls

• Supervisors and Team Leads using Call Intelligence to monitor performance and view call insights

Key Capabilities at a Glance

• Automatic call summarization using CloudCall AutoNote templates (Agent-triggered)

• Agent controls to view, edit, copy, or delete CloudCall AutoNote summaries

• Optional CRM deep-link syncing for CloudCall AutoNote access

How to setup and use CloudCall AutoNote

Accessing CloudCall AutoNote

1. Access Settings: Log in to the portal with admin credentials and navigate to the Company Settings section.
2. Locate AutoNote: Scroll down the settings page until you find the CloudCall AutoNote.
3. Enable Feature: Switch the toggle to Enable.

Once a user is subscribed to CloudCall AutoNote, an Admin must enable that user in Workspace settings.

In the initial release of this feature, CloudCall will make available 4 prompt-based Templates that Admins/users can choose from. See section below for Template details.

CloudCall AutoNote can be triggered and managed by Agents directly after a recorded call using the CloudCall Softphone. Agent, Supervisors and Admin can view results CloudCall AutoNote under Call details in the Softphone or in the Workspace

Using AI AutoNote Templates

Template-Driven Summaries

AI AutoNote summaries are always generated using a template. Templates define:

• The structure of the summary

• The type of insights captured

• The keywords, sentiment, and talk-ratio signals used for Call Intelligence

Standard Templates Included

The solution includes four standard CloudCall AutoNote templates available to all users:

1. Candidate Interview – Captures skills, experience, availability, salary expectations, and next steps

   When to Use Use this template for structured interviews or in-depth conversations with candidates about a specific role.

   Typical Scenarios

   • Role-specific interviews

   • Candidate qualification discussions

   • Deep-dive conversations on skills and experience

2. Client Call – Captures job requirements, hiring needs, timelines, and actions

   When to Use Use this template for conversations with clients or hiring managers about roles, requirements, or account updates.

   Typical Scenarios

   • Job requirement intake calls

   • Client check-ins or feedback calls

   • Hiring timeline or scope discussions

3. Screening Call – Focuses on candidate qualification, eligibility, and role fit

   When to Use Use this template for short qualification or screening calls early in the recruitment process.

   Typical Scenarios

   • Initial candidate screening

   • Eligibility or right-to-work checks

   • High-volume recruitment pipelines

4. General Call – Flexible template for unstructured or ad-hoc conversations

   When to Use Use this template for unstructured, ad-hoc, or mixed-purpose conversations that do not fit other templates.

   Typical Scenarios

   • Catch-up calls

   • Follow-ups

   • Internal or exploratory discussions

User/Agent Workflow: Triggering CloudCall AutoNote After a Call

When CloudCall AutoNote is available

• The call must be recorded

• The call must be completed (hung up)

• AI AutoNote must be enabled for you organization and the user must have a valid subscription

How to Trigger CloudCall AutoNote

1. Complete a recorded call using the CloudCall Softphone

2. After the call ends, the Note panel should open up (if enabled)

   1. If you don't have Note panel enabled, meaning you set your Note Location to “CRM”, Navigate to Call details after the call to Generate (Request) CloudCall AutoNote for the particular call.

3. Choose an available CloudCall AutoNote template (e.g. General Call Template, Candidate Interview, Client Call)

4. Click Generate CloudCall AutoNote

6. The AI AutoNote summary is generated automatically and attached to the call details

7. User/Agent can view, edit, copy, delete or Accept and Save.

Viewing and Managing CloudCall AutoNote Summaries

Viewing an CloudCall AutoNote Summary

• Open the call details associated with the particular call in the Softphone or Workspace

• Click the View CloudCall AutoNote in the Insights menu (In the Softphone)

• View the structured summary generated from the selected template

Editing a Summary ( Only available before Acceptance)

Please note that user are only able to edit the CloudCall AutoNote after the initial generation and before accepting and saving the CloudCall AutoNote.

• Agents can edit the CloudCall AutoNote text to:

  • Correct details

  • Add missing context

  • Adjust wording before sharing or syncing

• Edited content is saved to the call details

Copying a Summary

• Use the Copy action to copy the CloudCall AutoNote text

• Copied content can be pasted into emails, ATS notes, or other systems

Deleting a Summary

Deletion is only available after the initial generation of the CloudCall AutoNote and before acceptance and save. Agents can delete an CloudCall AutoNote summary if its not acceptable or needed

• Deleted summaries are not saved to:

  • The call details

Note: Deleted CloudCall AutoNote cannot be recovered.

Syncing CloudCall AutoNote to CRM (Deep Link)

CRM Sync Overview

Agents can optionally sync CloudCall AutoNote summaries to their connected CRM using a deep-link reference.

Supported CRMs include:

• Bullhorn

• Salesforce

• Vincere

How CRM Sync Works

• When enabled, the CloudCall AutoNote summary is synchronized to the User’s CRM via deep link that links back to the CloudCall call details

• The deep link allows users to:

  • Open the full CloudCall AutoNote in CloudCall

  • View call context and metadata

Agent Steps

1. Generate, view, edit and Accept and Save the CloudCall AutoNote summary

2. A deep link pointing to the CloudCall AutoNote is sent to the related CRM record

This ensures a single source of truth while avoiding duplicate data entry.

FAQs

1. What is CloudCall AutoNote?

CloudCall AutoNote automatically generates a structured summary of your recorded call using AI.
It helps you capture key details, next steps, and outcomes without manually writing notes after every call.

2. When can I use CloudCall AutoNote?

You can use CloudCall AutoNote after a call ends if:

• The call was recorded

• CloudCall AutoNote is enabled for your organization

Once the call ends, you’ll see the option to generate an CloudCall AutoNote in the post-call screen.

3. Do I have to choose a template?

Yes. AI AutoNote is template-driven.

After each recorded call, you must select a template that best matches the call type (e.g. General Call, Candidate Interview, Client call, Screening).

Choosing the right template ensures the summary is accurate and useful.

4. Which template should I use?

Use the template that best matches the purpose of your call:

• Candidate Interview – In-depth discussions about skills, experience, salary, or role fit

• Screening Call – Short qualification or eligibility checks

• Client Call – Job requirements, hiring needs, or client feedback

• General Call – Unstructured or follow-up conversations

If in doubt:

• Short call → Screening

• Long candidate discussion → Candidate Interview

5. Can a user create their own template?

No.

In the future, we plan to release a version that supports customizable templates.

6. Can I edit the CloudCall AutoNote summary?

Yes.
After the summary is generated, you can:

• Edit the text in the Notes panel before accepting and saving it

• Correct details

• Add missing context

Edits are saved to the call details.

7. Can I copy the CloudCall AutoNote?

Yes.
You can copy the CloudCall AutoNote summary and paste it into:

• Emails

• ATS notes

• CRM records

• Internal documents

8. Can I delete an CloudCall AutoNote?

Yes.
You can delete an CloudCall AutoNote if it’s no longer needed.

⚠️ Important:
Once deleted, the summary:

• Cannot be recovered

• Will no longer appear in Workspace dashboards or reports

9. Will CloudCall AutoNote sync to my CRM?

If CRM integration is enabled, you can sync the CloudCall AutoNote summary to your CRM.

The synced note includes a deep link back to the CloudCall call details, allowing easy access to the full summary and context.

10. What is a CRM deep link?

A deep link is a clickable link stored in your CRM that:

• Opens the exact call record in CloudCall

• Shows the CloudCall AutoNote summary and call details

This avoids duplicating information across systems.

11. Does AI AutoNote replace call recordings?

No.
CloudCall AutoNote is a summary, not a replacement for recordings.

If needed, recordings and transcripts remain available according to your organization’s policies.

12. Why don’t I see the CloudCall AutoNote option after a call?

This may happen if:

• The call was not recorded

• The call ended unexpectedly

• AI AutoNote is not enabled for your account

• There was an error generating the summary

If the issue persists, contact your administrator or support team.

13. Is CloudCall AutoNote monitored by my Supervisor?

Supervisors can see AI AutoNote summaries and aggregated insights for coaching and quality purposes.

They cannot see drafts while you’re editing, only the saved version.

14. Does editing my CloudCall AutoNote affect analytics?

Yes.
Edits update the final summary used for:

• Keywords

• Sentiment

• Supervisor reporting

This is why accuracy matters.

15. Is my data secure?

Yes.
CloudCall AutoNote follows CloudCall security, privacy, and data-retention policies. CloudCall does not share the text version of the CloudCall AutoNote summary with any external 3rd party.
Only authorized users can access call summaries and insights.

16. What’s the best way to get value from CloudCall AutoNote?

• Always choose the right template

• Review and edit the summary before syncing or sharing

• Use AI AutoNote consistently to reduce manual note-taking

• Treat it as a productivity tool—not a replacement for good call practices

Support

If you have questions or experience issues with CloudCall AutoNote , contact your CloudCall administrator or support team.