AI Assistance

In one sentence

Call-E writes three things for you around every session: Call Notes after the call, Call Guidance before it, and a Call Scorecard that evaluates how you ran the session.

Why it exists

You don't have time to take detailed notes while coaching. You don't have time to re-read a client's last six sessions before hopping on the next call. And you rarely get someone watching your sessions to tell you what you could improve. Call-E does all three.

The three kinds of AI assistance

• Call Notes — a summary of what happened on the call, with action items and follow-ups. Written automatically after every call that has a recording.
• Call Guidance — a short prep document for an upcoming call. You request it when you want it, before the session.
• Call Scorecard — an evaluation of how you led the session. Available only if your admin has turned it on for a Call Type.

Ask Call-E about a client or appointment

Click Talk to Call-E to open the chat. Ask it to find a client or an appointment and it searches for you, so you don't have to open the Clients or Appointments list yourself.

• Search a Client by name, email, or program.
• Search an Appointment by its title or the client's name.
• Ask about a stretch of time — "how many clients did I call last week", "what's coming up tomorrow" — and Call-E works out the dates itself. You don't have to give it exact ones.
• Call-E only finds clients and appointments you already have access to.

If more than one match fits what you asked, Call-E asks which one you mean before answering. If nothing matches, it says so plainly — it never hints that a hidden result exists.

Mention a client or appointment while you type

Type @ followed by a few letters in the message box. A list of matching Clients and Appointments appears. Pick one and its name goes into your message, so you don't have to type it out. The list shows an appointment's date and client so you can tell similar ones apart, but only the appointment's name is added.

A name picked this way is highlighted as you type, and once you send the message it becomes a link in both your message and Call-E's reply. Click it to open that client or appointment. If you edit the name after picking it, it goes back to being ordinary words.

What you can change

You can shape what the AI writes by editing your Call Type instructions. That's where tone, structure, and what to emphasize live. See the Call Types area for the how-to.

You can't edit Client Memory directly — Call-E keeps that up to date automatically from your Call Notes.