Capture every detail automatically with OpenPhone’s call notes

Focus on your customers, not your notes, with AI-powered call summaries and transcriptions. Plus, call and text for free with the #1 business phone as voted by thousands of professionals.

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How do call notes work in OpenPhone?

Tired of taking notes during your calls? OpenPhone generates automatic call recordings and call notes for Business plan users. Here’s how:

When anyone on your team makes or receives a phone call, the call is automatically recorded.

Once you end the call, OpenPhone instantly creates an AI-generated call summary and time-stamped transcription of the call. You can find it right below the call recording.

OpenPhone’s AI-generated call notes include all the context your team needs, including:

Call summary: A bulleted list of all the discussion points made by each speaker.

Next steps: A list of action items discussed on the call. No more replaying calls to figure out what to do after a meeting.

Call transcript: A complete, time-stamped transcript of the call broken down by speaker. Search for specific phrases or keywords to easily jump to key points in the transcript.

Speakers: A record of all the speakers on the call, available in the call summary and time-stamped in the call transcript. Saved contacts and teammates who were on the call are displayed in the transcript.

Call length: See call durations at a glance.

Need to add more context? Add notes as internal threads or under a contact’s profile.

Get started taking call notes with OpenPhone in seconds

Get OpenPhone to transcribe your meeting notes in just three steps.

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Four reasons to use AI-powered call notes

Reduce the note-taking hassle and never miss important details. Here are four ways AI-powered call notes help your team do the work that matters.

Build stronger customer connections with every call

Your reps can focus on having meaningful conversations by knowing all the key points are automatically captured in the background.

Follow up quickly and easily

Keeping track of follow-ups can be difficult for teams with a high call volume. 

OpenPhone’s action items feature makes sure your team knows what they need to do after every call.

Share important context with your team

Not everyone on your team has the time to review every single call. Call summaries help smaller teams quickly get the valuable context they need, so they can take action in the right way.

Have customer details at your fingertips

Can’t remember that important detail a customer mentioned a few months ago? You can always go back to your call notes with a quick search. OpenPhone keeps a full record of all your automatic and on-demand call recordings, call logs, and call notes you can access anytime from your account.

Go beyond call notes

Here’s why OpenPhone is the #1 business phone, as voted for by thousands of professionals.

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Get as many numbers as you need

Choose a business phone system that scales with you. Each team member is assigned a number when they join your OpenPhone workspace. Add numbers for new departments as you need them, including local US and Canadian numbers and toll-free North American numbers. Additional numbers cost $5 per number per month. 

Handle incoming calls with ease

Never miss a customer call by simultaneously ringing all available team members. Set up a phone menu to greet your customers and send them to the right team member the first time to limit call transfers.

Need flexible options for managing your contacts? Use custom properties to add contact details specific to your needs. For example, add a ‘Timezone’ tag to your contacts so your team is aware of when they can schedule messages for each customer.

Improve collaboration across your team

Reduce silos in your workflows so the whole team knows what everyone is working on. 

Give your team visibility into every conversation with shared inboxes. Team members can view calls, SMS and MMS messages, voicemails, recordings, and call notes in a time-stamped thread for each contact. 

Know which colleagues have reviewed specific conversations with inbox viewers. That way, there’s no need to follow up on whether they’ve reviewed something. 

One more thing: your managers can review your data and metrics with OpenPhone’s analytics and provide valuable post-call feedback to team members in real time.

Make AI work better for you

Small teams can get ahead with OpenPhone’s AI features. Take more calls by letting AI do the rest, starting with AI-generated call summaries and transcripts. Go further by writing messages to customers with AI using AI-suggested message responses. Plus, keep your contact list updated and organized with AI contact suggestions.

Help your team find balance

Encourage your team to set business hours for their phones so they don’t receive calls outside of working hours. Use call forwarding to send calls to an after-hours answering service, and set a custom voicemail greeting to let customers know what to expect next.

"OpenPhone gives our team the ability to efficiently collaborate on all of the important, time-sensitive communication that happens as our clients purchase and finance their homes. When a borrower or their real estate agents reaches out, we're able to get back to them faster, while seamlessly keeping internal team members up-to-date on critical information. Thanks, OpenPhone, for making the work we do easier and helping us take great care of our clients!"

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Julee Fels

Branch Manager/SVP of Mortgage Lending, Rate.com
No hidden fees

Find out how much you’re investing in your business phone solution upfront on our pricing page.

Frequently asked questions

Can’t find the answer here? Check out our Help Center.

What are call notes?
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Call notes is a business phone feature where users can take notes during calls, store them for reference, and share them with their teams.

Most business phone tools offer manual call notes functionality, but OpenPhone’s AI-powered call notes provide an extra layer of automation, accuracy, and speed. You can automatically summarize and transcribe calls and create action items so your team can better focus on customer conversations.

To use call summaries and transcriptions in OpenPhone, make sure you sign up for a Business plan. Check out our pricing here.

Note: OpenPhone’s call notes are currently available only in English.

Where are OpenPhone call notes saved?
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OpenPhone call notes are saved next to every call recording you have with your contacts. Call summaries are visible next to your recordings, and when you click on the summary, you can access the transcription of the call as well.

How long does OpenPhone store notes?
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Call recordings and notes are saved in OpenPhone as long as your account is active and you maintain that phone number in your workspace. Whenever you record phone calls, we want you and your team to have easy access to these calls and transcriptions in the future.

Ready to improve your team's communication?

Join thousands of businesses already using OpenPhone to communicate better with their customers.