Beam Talk Note Summaries & Activity Logs

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

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Using the Redesigned Summary View

Every completed call generates a comprehensive Speak AI Magic Note containing structured call metadata, key takeaways, and action points.

Key Elements of the Summary Page

• Metadata Header: View call duration, caller details, assigned owner, and priority tags at a glance.

• Side Panel Detail: Expand the side panel to review granular details, transcription snippets, and classification tags.

• Footer Navigation: Quickly jump between consecutive notes in your queue without navigating back to the main list.

+------------------------------------------------------------------------+
| Note #1042  | Assignee: Jane Doe | Priority: High | Tag: Safeguarding  |
+------------------------------------------------------------------------+
| Summary: Resident called regarding...                                  |
|                                                                        |
| [ View Activity Log ]                                                  |
+------------------------------------------------------------------------+

Tracking Changes with Activity Logs

For auditability and governance, every Beam Talk Note includes a dedicated Activity Log that records all interactions with the note.

Accessing and Reading the Log

1. Open any Beam Talk Note summary.

2. Click the Menu Icon ($\dots$) in the top corner and select Activity Log.

3. A panel will open detailing a chronological audit trail, including:

   • Assignments: Who assigned or reassigned the note and when.

   • Priority Changes: Updates to priority status (e.g., changed from Medium to Urgent).

   • Edits & Refinements: Manual changes made to the text or AI summary edits requested via chat.

   • Status Updates: Timestamps and user details for when a note was marked as complete.