Set up a Call Type

Last updated: June 17, 2026

What this does

Creates a new Call Type for your organization so Call Notes, Call Guidance, and Call Scorecards are tailored to that kind of appointment.

Before you start

You need to be an organization Owner or Admin. Regular team members can see Call Types but can't create or change them.

Steps

  1. Open Call Types. Click Call Types in the sidebar.
  2. Click New Call Type. The new-Call-Type form opens.
  3. Give it a name. Under Basic Details, type a short name you'll recognize in the picker — for example, "Weekly Check-in", "Intake", or "Discovery Call". Add an optional one-line description if it helps your team choose the right one.
  4. Describe the call under Background. This is where you tell the AI what's going on in this kind of session — your methodology, the topics that matter, anything it should know before it writes anything. Keep it plain English, one or two paragraphs. Everything you put here is shared across Call Notes, Call Guidance, and Call Scorecard for this Call Type.
  5. Write Notes Instructions (required). Under Call Notes, fill in Notes Instructions with what you want the post-call summary to capture and how to organize it. Be specific — "open with a one-paragraph summary, then list Action Items, then Client Sentiment" works better than "write good notes".
  6. Add Guidance Instructions (optional). Under Call Guidance, describe what kind of pre-call prep you want. Leave it blank if you don't use Call Guidance for this Call Type.
  7. Add Call Scorecard Instructions (optional). Under Call Scorecard, describe what you want evaluated after each call. Leaving this blank means no Call Scorecard is generated for this Call Type — that's the switch that turns Call Scorecards on or off.
  8. Click Create Call Type. The Call Type now appears in your Call Types list and in the Call Type picker on appointments.

After it's done

New appointments can be assigned this Call Type — manually, or automatically by Call-E when the meeting title and history match. Call Notes will follow your instructions starting with the next generation.

If you want this Call Type to be the fallback when Call-E can't figure out which one to use, open the Call Type and click Set as Organization Default. If Call-E can't save the change, you'll see an error message.

Existing Call Notes, Call Guidance, and Call Scorecards don't change when you edit a Call Type. Future appointments will follow the updated instructions automatically.

If something goes wrong

  • "Call notes instructions are required." The Notes Instructions box is empty. Every Call Type needs at least one line here — it's what Call-E uses to write the summary.
  • No Call Scorecard is showing up on appointments. Call Scorecards are opt-in per Call Type. Open the Call Type and check that Call Scorecard Instructions has content — if it's blank, no Call Scorecard is generated.
  • New instructions didn't show up in existing Call Notes. Edits only affect future generations. For an existing appointment, open it and change the call type — Call-E will offer to regenerate the outputs for the new call type right away.

Related