How you hear about a call and its lead

When your assistant answers a call, you get one email about it — the call summary. It carries the whole story in a single write-up: what the caller needed, the lead details your assistant gathered, any appointment it booked (with calendar and confirmation status), what it promised the caller, and the word-for-word transcript.

Around that one email:

• Text — one line so it's on your lock screen: who, roughly what, and a link.
• Push — a new-lead and new-booking push, if you have the app.
• In the app — the call under History, the lead under Leads, the booking on your Schedule, and each in your Inbox.

It used to be four separate emails per call (call report, lead alert, lead write-up, booking notice). That's gone — the inbox keeps the granular items, and your mailbox gets exactly one.

Follow-ups are quieter. When the same person gets back in touch about a matter you already have a lead for, you get a push and an app notification — not another full email about a customer you already know.

Quiet hours apply. Your notification preferences and quiet hours work here exactly as they do everywhere else — the "Call summary email" toggle in Settings → Notifications controls the per-call email. Two things always reach you regardless: emergencies, and calls from the numbers on your personal list.

Screened calls stay silent. Robocalls and wrong numbers don't notify you at all.

Nothing goes to your customer. These are notifications to you. After a call, your customer hears from your assistant at most once: a booked appointment gets its one confirmation text (day, time, and a link to change it), and a call that didn't book gets at most the single follow-up text for a missing detail you marked as worth following up on — never both, and never more than one.