After-call review: notes, tags and summary
What the call review is, when it opens after a call, and how owners and managers set it to Required, Optional or Off in Account › Calls.
The call review is where a call's notes, tags and Tonet's summary go. You start it during the call with Notes on the call card, and finish it when you hang up. It's saved with the call and shows on the call's page.
Only answered calls get a review.
Calls open in the live call view unless you picked the small card. There, the review is the page itself: Tonet fills the call's details while you talk, and checks them against the recording after. See After the call. This page describes the small card.
What's in a review
| Part | What it is |
|---|---|
| Summary | Tonet writes it after the call. Click Edit to change it. Use Tonet's puts Tonet's back. |
| Call tags | Words for this call, like "booking" or "follow up". Dashed ones are Tonet's suggestions: tap one to keep it, or × to hide it. |
| Contact tags | Words for the person, like "VIP". They stay on the contact and show on every call with them. |
| Your business's fields | Your account's own fields, like a booking date, if it added any |
| Call note | Your own words about the call |
Changes save as you type. After the call, the bottom of the review has Read transcript, Full call (opens the call's page), + Task, and Block number. If Tonet thinks the caller was a robocaller, the review says so and offers Block number up front.
When the review shows
During a call: click Notes on the call card. Jot down what matters and tag the call while you talk. The card says Your notes stay with this call after hangup.
After the call: it depends on the account's review mode.
| Mode | After an answered call |
|---|---|
| Optional (the default) | A review you opened stays open. Others wait until Tonet's summary is ready, then show in Recent calls at the bottom left with a Review button. Rows you haven't touched go away after 10 seconds. Hover over the list to keep it. A call with nothing to review, like a very short one, doesn't show. |
| Required | The review opens when the call ends and stays until someone clicks Done. |
| Off | No review after calls, and no Notes button. Notes already saved stay. |
Any time later: open the call's page. The Call review box shows the summary, tags, next steps and note, with Edit.
The call card's review is for calls in the dashboard and the desktop app. For a call on a desk phone or in the phone app, write the review on the call's page.
Finish a review
- Done for now (Optional) or Done (Required) saves the review and closes it.
- If something is marked Required and still empty, the card says what's missing, like Add a call tag to finish, and Done waits.
- If Tonet's summary isn't ready yet, Tonet asks Save and close while AI is pending? Click Save and close to keep your notes. Tonet's summary won't replace what you wrote.
- In Optional mode, Keep open keeps the review on screen, and × closes it without finishing.
Who can write a review
Only people who were on the call can write its review. Once someone saves it, only they can change it. Everyone who can see the call can read it.
Set the review mode
Owners and managers:
- Go to Manage › Account and open the Calls tab.
- Under Call review, pick:
| Mode | What it says |
|---|---|
| Required | It stays until someone presses Done |
| Optional | Untouched ones fold into Recent calls |
| Off | No review after calls |
The change saves right away. A preview beside the settings shows how the card and review will look.
Choose what the review shows
On the same tab, What a call review shows lists each part of the review:
| Column | Means |
|---|---|
| In review | The part shows in the review |
| Required | Done waits for it |
| AI fills | Tonet fills it from the call |
- Summary: turn off In review and Tonet stops writing summaries.
- Call tags, Contact tags and Note can each be shown or hidden. Tags can also be required.
- Click Add field to add your own field, like a booking date, and choose whether the review shows it or requires it.
Under Tonet AI, for tags and fields, pick what Tonet does with what it learns from a call:
| Choice | What happens |
|---|---|
| Suggest them (the default) | Tonet's tags wait, dashed. You tap one to keep it. |
| Fill them in | Tonet adds its tags, marked Tonet, and you remove wrong ones. Up to 3 call tags and 2 contact tags a call; any more stay suggestions. |
What each person sees on their own call card while talking is their choice. See Your call card.
Next step
Read a finished review on a call's page, or see each call's summary and tags on the Calls page.