What are Call Notes?
Last updated: September 30, 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. That's usually under a minute for a Microphone Recording and about 10 minutes for a Zoom call. Sometimes it takes a bit longer than usual; check the appointment for the results.
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. On a wide screen, your Call Notes are on the left, the recording and transcript are in the middle, and the Call Scorecard is on the right. On a tablet, those sections stack on the same page. On a phone, if the Call Type scores calls, use the Call Notes and Call Scorecard tabs near the top; the recording and transcript remain below.
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 Summary at the top — a one- or two-sentence readout of what happened on the call and the outcome. Below the Summary, the rest of the notes are organized into collapsible sections (for example: Wins, Challenges, Action Items, Next Steps). Sections start open — click a section heading to collapse it, and click it again to reopen it.
If you've been using Call-E for a while, most of your older notes use those same collapsible sections — they just won't have a Summary at the top. 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.
- Regenerate the notes — if the regenerate icon appears in the Call Notes footer, select it to generate a new version without changing the Call Type.
- Change the appointment's Call Type to get fresh notes — Call-E asks you to confirm, then regenerates them to follow the new format.
- Assign a Call Type if notes haven't started. If you see No Call Notes yet with an Assign Call Type button, pick a Call Type from the list — Call-E assigns it and starts generating Call Notes right away.
- If the assignment doesn't go through, you'll see Couldn't change the call type. Please try again. — just pick it again.
Tell us if it helped
Next to the Updated time at the bottom of your Call Notes, click Helpful or Not helpful to rate them. This is currently in preview. See Tell Call-E if Call Notes, the Call Scorecard, or Call Guidance helped.
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 from a recording with no detectable speech. See When a call has no speech 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 speech
If a recording has no detectable speech — the microphone was muted, the meeting had no audio, or nobody spoke — the appointment header shows Call wasn't recorded, while the status bar below it shows No speech detected.
The Call recording section explains what happened. The Call Notes section shows No Call Notes available for this call and No speech detected in the recording, so Call-E couldn't create Call Notes.
Call Notes do not offer a generate or retry action in this state because another attempt cannot recover speech that was not captured. If you expected audio, check your microphone or Zoom recording settings before your next call.
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 call 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.