What Pacten captures on every call — Pacten Guides
A call placed with Pacten leaves a record. Some of it arrives on its own; the rest is the wrap-up card, and only you can fill that in. This is what separates “I called them” from a call anyone else can pick up later.
- The recording — captured and stored automatically. Callers are told the call is recorded.
- The transcript — written from the recording once the call ends.
- An AI summary — what was discussed, decisions and commitments, objections raised, and a recommended next action.
The wrap-up card shows you where it has got to — “Saving recording…”, then “Transcribing…”, then “Recording, transcript & summary ready” — read from the real state of the call, not a timer.
When the call ends, the wrap-up card appears. Fill it in before you move on — it is what everyone else sees afterwards.
- How did it go? — for a call you got through on: Interested, Good fit, Not now, Not interested, Wrong number or Do not call. For one you didn’t: No answer or Left voicemail.
- A note — saved together with the outcome.
- Stage — where this person now sits in your pipeline.
The outcome records what the call was. The stage moves the person, and only when you pick it. Pacten will not infer one from the other — your pipeline stages are yours and are named differently in every workspace, so a chip marked “Good fit” must never quietly move someone into a stage you did not choose.
- Comms → Call Log — every call, with its recording, transcript, summary and outcome. Filter to calls that still need attention, and call back from there.
- The person’s record — the call appears on their activity timeline, so anyone opening that contact sees it without going looking.