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CALL NOTES

Finish the call with notes you can use

Call through your own phone or app. Keep live microphone text, notes and a summary with the lead, then review what was heard before saving.

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LIVE NOTES
Call with Maya at Birch Lane Landscaping, Kingston, ON
Writing
  1. 0:12YouHi Maya, I was looking at Birch Lane’s quote page
  2. 0:26YouHow do customers ask about a new garden project?
  3. 0:49YouYou already have someone helping with the site, understood
  4. 1:08YouI’ll send the finding to the address you gave me
SUMMARY

Example: rep offered to send a quote-page finding to Maya

Microphone textReview notesSave outcome
Saved to the lead4 lines
Your phone
calls use your existing phone or calling app
5 cards
prewritten answers matched to transcript words
Recording off
turn microphone recording on only when you choose
01 /YOUR EXISTING PHONE

Call, review and save

  1. 01

    Choose Call with

    Open the lead’s number and choose your phone or calling app. You need its working phone service, app account or device.

  2. 02

    Keep the call screen nearby

    Allow microphone access for live text in a supported browser. Keep notes on the same screen while you ask questions and listen.

  3. 03

    Review and save

    Check the notes and summary, then save the outcome. Add the owner’s commitments yourself if your microphone didn’t hear them.

02 /WHEN YOU GET PUSHBACK

Keep an answer within reach

Five neutral answer cards cover budget, existing suppliers, timing, ‘send me information’ and ‘show me proof’. Use them when the owner pushes back.

Cards are written in advance. Matching words in a finished transcript line bring one up without using AI writing allowance.

On a handset, your microphone may only hear you. Restate a useful point: ‘You already have someone looking after the site, understood.’

HEARD JUST NOW
Example answer card
0:49

“We already have someone”

TRY

That makes sense. Would it help if I sent the finding so you can pass it to them?

From your playbook4 more answers
03 /WHAT YOU ARE SAVING

Choose what you save

01

Live microphone text

The transcript uses what your computer’s microphone hears. Chrome sends that audio to Google’s speech service. Accuracy depends on your browser, sound and setup.

02

Your own notes

Add details for the next conversation, such as another number, a repeated email or a request to call later. Check them before saving.

03

Summary and outcome

AI summaries use your monthly AI allowance, with a simpler fallback when AI is unavailable. Review the summary and save the outcome with the lead.

04 /CALL WITH

Use the calling app you know

Choose Phone, Teams Phone, Zoom Phone, RingCentral, Dialpad, Aircall, Quo, JustCall, Google Voice, Webex or 8x8 Work. The choice opens an app or phone link.

Choosing a provider doesn’t connect its account. Calls use your existing service.

For the made-up Kingston prospect, open Birch Lane’s number in your usual app. Type the owner’s next step even if live text isn’t working.

birchlanelandscaping.example
Birch Lane Landscaping
Add to your leads
Town
Kingston, ON
Phone
613-555-0184
Contact
Maya
Call with
Phone
Add lead
05 /THE NEXT CONVERSATION

Leave a useful call record

Record what you discussed, what remains uncertain and what you agreed to send. Distinguish your words from the owner’s.

Prepare with the sales objections guide. Afterward, choose a relevant follow-up email and include the point you discussed.

Microphone recording starts off in cloud accounts and has its own control. Live text and audio recording are separate settings.

Save what the next conversation needs

Start free with no card. Open a lead, use your existing phone and save useful notes.

QUESTIONS

Good to know

Q1

Does it hear the person on the other end?

It listens through your computer’s microphone. A handset usually leaves only your side audible. Speakerphone may let it hear the other person.

Q2

Where does Chrome send the audio for live text?

Chrome sends microphone audio to Google’s speech service. Live recognition needs microphone permission and browser support.

Q3

Can I use this with Teams Phone or Zoom Phone?

Both appear in Call with. Your calling app must be working; Attunr listens through the microphone.

Q4

Are objection answers generated by AI?

The default cards use prewritten answers matched to transcript words, without AI writing allowance. AI summaries use that allowance.

Q5

Is the call recorded by default?

No. Optional microphone recording starts off in cloud accounts. Notes and live text work without enabling audio recording.

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The free plan has 25 leads, 5 site checks and 2 pitch pages a month. No card needed.

Free plan. No card needed. No expiry.