21st October: 10:00am

How to cut wrap time by 60% and improve customer engagement with Auto Summary

Join us to see how Auto Summary gives agents back their time, standardises call notes across every team, and lets agents focus fully on the customer, not the notes they'll write afterwards.

Why Auto Summary is More Than Just a Transcript

When used effectively, Auto Summary typically cuts wrap time by 60%. But the benefits go further than time saved. Agents can stay fully present in the conversation instead of splitting attention between the customer and their notes, which matters for every call and is especially important when supporting vulnerable customers. In this session, we'll show you what this looks like in practice and how to implement it effectively; bringing your agents along on the journey.

What You'll Learn

From wrap time savings to supporting vulnerable customers, here's what we'll cover.

  • How Auto Summary actually works

    Not a generic call transcript. We’ll explain how summary prompts can be tailored by department, so every team gets the notes they actually need, consistently and without agent interpretation getting in the way.

  • The wrap time savings, in numbers

    A typical 60% reduction in wrap time, what drives that figure up or down by contact type, and the knock-on benefits for agent experience, attrition, and giving agents breathing room between calls.

  • Why it matters most for vulnerable customers

    When agents aren’t splitting focus between a conversation and their notes, they can stay fully present. We’ll look at how this helps agents capture what matters and guide vulnerable customers through next steps with confidence.

  • Smarter categorisation of contact reasons

    How prompting can capture multiple reasons for contact in a single call, reasons an agent might otherwise miss, and what that means for visibility into your contact data.

  • Bringing your agents on the journey

    Why baselining current performance and involving agents early is the key to adoption. We’ll cover how to find out what agents actually want from their notes, not just what management wants to see. 

  • Enabling better AI and automation

    Once you have a full, structured transcript of every call, it opens the door to other use cases. We’ll touch on how Auto Summary fits into your wider tech stack, and the diagnostic-led first steps to get started.

  • Staying on top of regulatory compliance

    Auto Summary can be configured to run different reports across every single call, each one tracking a different requirement. Set it up once and every call is automatically checked against the compliance areas that matter to you, so nothing gets missed and nothing relies on an agent remembering to note it down.

Speakers

  • Lian Rowlands
    CX Client Strategy Director
    Lian Rowlands
  • Sandip Patel
    Senior CX Insight Analyst
    Sandip Patel
  • Tracey Howson
    Practice Lead Interaction Analytics
    Tracey Howson