Enabling Call Transcription, Summary & Analysis Logging-HighLevel Integration

Overview

This guide explains how to enable logging of call transcriptions, summaries, and analysis data within the JustCall and HighLevel integration to gain insights into customer interactions and improve team performance.

Prerequisites

• Active JustCall and HighLevel accounts
• JustCall account already integrated with HighLevel

Key Settings and Benefits

How to Enable Logging

1. From Dashboard, select Integrations in the left menu
2. Navigate to My Active Integrations tab and find HighLevel
3. Click the Configure button
4. In General Settings, toggle on:
   • Log Call Transcription Link
   • Log Call Summary
   • Log Call Analysis Data
5. Click Save Changes
6. Optionally select "apply these settings across all team members" before saving

Accessing Data in HighLevel

1. Log into your HighLevel account
2. Go to Conversations tab
3. Select the contact or conversation to review
4. Look at the right-hand sidebar for contact details
5. Scroll down to the Notes section
6. Click to view conversation-related notes