> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revont.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI-Generated Call Summaries After Every Sales Meeting

> Revont automatically generates structured call summaries with key moments, objections, decisions, and next steps within minutes of a call ending.

After every call, Revont automatically produces a structured summary so you never have to scramble to write up your notes. Within minutes of hanging up, you have a clear, shareable record of what was discussed, what was decided, and what needs to happen next — ready for your CRM, your manager, or your own follow-up workflow.

## What's in a summary

A Revont call summary is organized into six sections, each serving a distinct purpose:

<AccordionGroup>
  <Accordion title="Overview" icon="align-left">
    A 2–4 sentence narrative of what the call covered and its outcome. The overview gives anyone — a manager, a colleague taking over the deal, or a future version of you — the essential context without needing to read the full transcript.
  </Accordion>

  <Accordion title="Key Moments" icon="clock">
    Timestamped highlights pulled directly from the transcript. Key moments flag significant points in the conversation, such as when a specific objection was raised, when a stakeholder was mentioned, or when a commitment was made. Click any timestamp to jump to that moment in the recording.
  </Accordion>

  <Accordion title="Objections" icon="message-exclamation">
    A structured list of every objection the prospect raised during the call, along with a record of how each one was addressed. This section helps you spot patterns across deals and refine your objection-handling over time.
  </Accordion>

  <Accordion title="Decisions and Commitments" icon="handshake">
    A clear record of what both parties agreed to during the call — pricing discussions, scope decisions, trial extensions, and any other commitments made on either side. Nothing falls through the cracks.
  </Accordion>

  <Accordion title="Next Steps" icon="list-check">
    Suggested follow-up actions based on the conversation. Revont identifies tasks implied by the discussion and surfaces them here before they're finalized as action items. You can promote any next step to a tracked action item with one click.
  </Accordion>

  <Accordion title="Coaching Score" icon="chart-bar">
    A score that reflects how closely the rep followed the active playbook during the call — covering talk track adherence, objection handling, and key topic coverage. Coaching scores are visible to both reps and managers and feed directly into the Analytics dashboard.
  </Accordion>
</AccordionGroup>

## Accessing summaries

To view a call summary:

1. Go to **Calls** in the sidebar.
2. Select the call you want to review.
3. The **Summary** tab opens by default.

Summaries are ready within **2 minutes** of a call ending. If the summary is still processing, the tab displays a progress indicator and refreshes automatically when it's ready.

## Sharing summaries

You can share a call summary with anyone — even people who don't have a Revont account:

* Click **Share** at the top of the summary to copy a shareable link.
* Recipients can view the summary in a **read-only browser view** with no login required.
* Click **Export** to download the summary as a **PDF**.
* Click **Push to CRM** to send the summary directly to the associated contact or opportunity record in Salesforce or HubSpot.

## Editing summaries

The AI-generated summary is a starting point, not a final document. You can manually edit any section — clarify wording, add context, or remove details that aren't relevant to your CRM record.

All edits are tracked with a full **revision history**, so you can see what changed and when. The original AI-generated version is always preserved and recoverable from the revision history panel at any time.

<Info>
  Summary quality improves with well-structured playbooks. The more context Revont has about your sales process — your stages, your common objections, your key topics — the more relevant and accurate your summaries will be.
</Info>