Every detail, as it happens.
Open a call’s workspace from the customer view to follow along.
Start a customer call, then select “Open agent workspace”.
Customer camera off
Video appears when the customer shares it.
Microphone off00:00
Conversation
Live transcriptListen with the full picture.
The customer and AI transcript will appear here.
Live notes
0Key details captured by the AI as the conversation develops.
The story starts here.
Customer needs, important context and camera observations will appear during the call.
Next actions
0Proposed follow-ups for staff review.
A clear next step.
The AI will suggest follow-ups when it understands the issue.
Acknowledging an action marks it reviewed in this workspace. It does not execute a bank or store operation.