Managing and Triaging Beam Talk Notes

🌍 Please note: This feature is currently only available to customers in the UK and US.

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Navigating the Beam Talk Notes Page

As your organisation's call volume grows, managing incoming call summaries efficiently becomes essential. The Beam Talk Notes overview allows practitioners and team leads to filter, assign, and triage incoming notes in real time.

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|  [ Filter ]   Assignee: Unassigned v    Tag: Urgent v   Status: Open v|
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Filtering Notes

You can quickly reduce clutter on your workspace by using the Filter button at the top of the Talk Notes page. Filter options include:

• Assignee: View notes assigned specifically to you, a team member, or currently unassigned.

• Tag: Display notes categorised under specific topics or administrative labels (e.g., Housing, Social Care, Follow-up Required).

• Status: Toggle between open, completed, or archived notes.

Assigning Notes

To ensure clear ownership and avoid duplicated effort, every note can be assigned directly to an individual team member:

• Manual Assignment: Click the assignment dropdown on any note thumbnail or summary header to assign it to yourself or a colleague. Notes assigned to you are highlighted in your primary brand colour for quick identification.

• Unassigned User Queue: If enabled for your team, new Talk notes enter the queue without a primary owner. This provides a central triage view so managers or team members can claim unowned notes as they arrive.

  Note: Assigning a note to the unassigned queue prevents automated assignment emails from being sent to individual users until an owner is selected.