Know what happened on every call.
- No more note-taking. Every call transcribed and summarized for you.
- Spot what matters. Sentiment, objections, and next steps surfaced.
- Coach with evidence. Scores and highlights from real conversations.
Trusted by 100,000+ customers since 2009.
Call insights
Call with Dana White transcribed — positive sentiment, next step: send quote (task created).
Turn conversations into action—automatically.
Every call becomes a transcript, a summary, a score, and a next step—no manual notes.
Every word, on the record.
Calls are transcribed automatically and attached to the lead—searchable and shareable.
- ✓ Automatic transcription
- ✓ Attached to the lead
- ✓ Fully searchable
“Looking to refinance before rates move.”
Buying intent detected.
The call in five bullets.
AI writes a clean summary of every call so anyone can catch up in seconds.
- ✓ AI-written summaries
- ✓ Key points and outcomes
- ✓ Read in seconds
Follow-ups that make themselves.
AI extracts action items and creates tasks so nothing said on a call gets forgotten.
- ✓ Auto-extracted action items
- ✓ Tasks created for you
- ✓ Nothing slips
Action: send refinance quote.
Task created for Alex C., due today.
Read the room, at scale.
Sentiment analysis flags happy, at-risk, and objection-heavy calls automatically.
- ✓ Per-call sentiment
- ✓ At-risk flags
- ✓ Objection detection
Coach from real calls.
Scores, talk ratios, and highlights show exactly where reps can improve.
- ✓ Call scoring
- ✓ Talk-ratio and pacing
- ✓ Shareable highlights
Every call, captured, scored, and actioned.
AI call insights sit on top of your phone system. They feed scores into AI lead scoring, create tasks in tasks, and log everything to lead management—so calls turn into pipeline movement, not lost memory.
From fuzzy memory to full call intelligence.
Without AI call insights
- Notes scribbled—or never taken.
- No record of what was actually said.
- Follow-ups forgotten after the call.
- No idea how calls really went.
- Coaching based on gut feel.
- Managers can’t review at scale.
With Shape AI call insights
- Every call transcribed automatically.
- Searchable record of every word.
- Next-step tasks created for you.
- Sentiment and outcomes surfaced.
- Coaching from scored, real calls.
- Review the whole team at a glance.
Getting started is the easy part.
White-glove onboarding, real human support, and ongoing training — included with every Shape account.
A dedicated implementation specialist migrates your data and configures Shape around the way your team already works.
24/7 AI answers, real product experts by phone or email, and an account manager for the life of the account.
Weekly live webinars, self-paced courses, and a full video library covering every role on the team.
AI call insights questions, answered
What do AI call insights do?
They automatically transcribe and summarize every call, extract next steps and create tasks, analyze sentiment, and score calls—so conversations turn into action without any manual notes.
Are calls transcribed automatically?
Yes. Every recorded call is transcribed, attached to the lead, and made searchable, so you can find and review any conversation in seconds. See Phone System.
Can it create follow-up tasks?
Yes. AI extracts action items from the conversation and creates tasks automatically, so commitments made on a call don’t get forgotten. See Tasks & Calendar.
How does call scoring and coaching work?
AI scores each call and surfaces metrics like talk ratio and key highlights, giving managers evidence-based coaching instead of guesswork.
What do AI call insights integrate with?
They run on Shape’s phone system and CRM and connect to the rest of your stack through native integrations, webhooks, and an open API. See Integrations & APIs.
Is call data secure and compliant?
Yes. Recordings, transcripts, and insights are protected with enterprise-grade security, encryption, and compliance standards including SOC 2, HIPAA, and PCI.
Never lose a call again.
See how ShapeAI transcribes, summarizes, scores, and coaches every call—turning conversations into next steps automatically.
“This software has been a game changer. We’re a few months in and already more productive and more organized than ever before! Alex has gone above and beyond in our onboarding process helping us make this powerful tool our own. For a tech novice who needs his hand held sometimes I have been comfortable with each step of the process.”
Benjamin KonoMy Smart Team