What are Call Notes?
Last updated: July 17, 2026
In one sentence
Call Notes are Call-E's AI-written summary of what happened on a call — key discussion points, decisions, action items, and follow-ups.
Why they exist
You shouldn't have to choose between being present with your client and capturing what you both agreed to. Call-E writes the notes so you can focus on the conversation.
When they're generated
Call Notes are automatic. As soon as Call-E has a recording and a transcript with enough speech from your appointment, it writes the notes as part of appointment processing. For a short call, that's typically around 5 minutes; longer calls can take up to about 15 minutes. Sometimes it takes a bit longer than usual — Call-E will notify you when the appointment results are ready.
You don't have to do anything. Every call with both a recording and a transcript that contains enough speech gets Call Notes, even if no Call Type is assigned.
If your meeting ended and was restarted — for example a Zoom session that dropped and reconnected — it may have more than one recording. Call Notes are written from all of those recordings combined, so nothing is left out. If a later recording finishes processing after the notes were first written, Call-E updates the notes automatically to include it. When that happens, the Version number goes up, and the Based on line shows "Combined from 2 sessions" (or however many there were). Single-session and in-person calls work exactly as before.
Where you'll find them
Open the appointment and find the Call Notes section. After the call ends, Call Notes appears in the body of the page alongside the Call Scorecard.
The dashboard also shows a status dot next to each appointment so you can see at a glance which calls have their notes ready.
What you'll see
Call Notes start with a short TL;DR at the top — a one- or two-sentence readout of what happened on the call and the outcome. Below the TL;DR, the rest of the notes are organized into collapsible sections (for example: Wins, Challenges, Action Items, Next Steps). For a newly written set of notes, each section is collapsed by default — click a section heading to open it, or use Expand all in the top right to open everything at once.
If you've been using Call-E for a while, most of your older notes now use those same collapsible sections. They start fully open instead of collapsed, so you can still read everything at a glance — they just won't have a TL;DR. Notes from your very first weeks on Call-E still show as plain text with no sections at all — that hasn't changed.
What you can do with them
- Skim before your next session — use them the same way you'd use meeting minutes.
- Copy the full notes — click the copy icon in the top-right of the Call Notes card to paste into your CRM or notes app.
- Copy action items into your task list or CRM.
- Change the appointment's Call Type to get fresh notes — Call-E asks you to confirm, then regenerates them to follow the new format.
What you can't do
- You can't edit Call Notes directly in Call-E — if they look wrong, regenerate them.
- You can't get Call Notes for a session that has no recording. See When a call has no audio below.
How to change what they look like
Your admin can change what Call Notes capture — headings, tone, what to emphasize, what to skip — by editing the Call Type for that appointment. A nutrition coaching Call Type might emphasize meal logs and compliance. A sales Call Type might emphasize objections and next steps.
See the Call Types area for how to edit a Call Type.
How Client Memory fits in
Call-E also keeps a Client Memory for each of your clients — a rolling summary it updates after every session. When it writes your next Call Notes, it reads that memory so the notes stay consistent with what you've been tracking for that client over time.
You don't maintain Client Memory yourself — Call-E does it automatically.
When a call has no audio
If your recording is silent - the mic was muted, the meeting was audio-off, or nobody spoke - the appointment shows No speech detected, and Call Notes won't be generated. This isn't something to retry; there's no audio to work from. If you expected audio and don't see any, check your Zoom recording directly before contacting support.
When a recording is too short
If the recording captured only a few seconds of speech - for example a call that ended almost as soon as it started - there isn't enough conversation for Call-E to summarize. The Call Notes section shows This recording was too short to generate Call Notes, and the appointment stops waiting for notes (you won't see a perpetual "pending"). This is a final state, not an error, and there's nothing to retry. The same applies to the Call Scorecard for short recordings.