Terry in your calls
On a Terry call, Terry can join as a note taker once the other person agrees. You see live suggestions that only you can see, and afterwards the conversation shows Terry's notes and a follow up email waits on Tasks, under Approve.
What Terry does in a call
When you start a Terry call with Instant video (in the Inbox, Book, Instant video; see Terry calls), Terry can join the call as a quiet participant called Terry (notes). Terry never appears on camera, and never speaks unless you hand it the call (see Let Terry take the call). While notes are on, Terry:
- turns what is said into text, labelled by who said it;
- shows you one short suggestion at a time: an answer to an objection from your company's own knowledge, the next good question to ask, a fact worth mentioning, or a nudge to offer the next meeting;
- after the call, writes the notes into the conversation and, when the call reached something worth following up, drafts a follow up email for you to review.
Suggestions come after about 20 seconds of talk, or straight away when someone on the other side asks a question or raises a concern. They never come closer than 10 seconds apart, and stop after 150 on one call. There are no suggestions while Terry is speaking for you.
The other person is asked first
Nothing is transcribed until the other person agrees. Their join page opens with "Before you join: an AI assistant will take notes on this call" and lists, one point each, that Terry is an AI assistant taking notes for you, that what is said is turned into text by our speech service (Amazon Web Services), that Terry writes a summary and next steps, that no audio or video is recorded or kept and the full text is deleted after 30 days (the summary stays), and that they can join without notes or stop notes at any time. They choose one of two buttons:
- I agree to AI notes, join turns notes on for the call.
- Join without AI notes lets them join the same call. Terry then does not transcribe anyone, you included, and stays out of the call. A later yes on the same link does not change that.
While notes are on, their page shows "Terry is taking notes" and a Stop notes button. Pressing it turns notes off for the rest of the call. Each answer, the time and the exact words they were shown are kept on their record.
Until they answer, your page says "Notes start when they agree", and nobody is transcribed.
People you add
If you add a guest with Add people, the guest is asked the same question on their own join page. While a guest who has not agreed is in the call, notes pause for everyone and both sides read "Notes paused: (their name) has not agreed to notes." Notes carry on when that guest leaves. A guest who said no stays a no for the rest of the call. Teammates you add are not asked.
What you see during the call
The side panel has a Terry tab with the Terry suggests list. New suggestions appear at the top, and each has Copy and Dismiss. When the panel is closed, a new suggestion shows as a small floating card. Only you see it. The other person's page has no panel, and the suggestions are never sent to their browser.
The side panel also has:
- Transcript: what Terry hears while notes are on. Chat messages are marked.
- Notes: the Take notes on this call switch, to pause notes for a stretch of the call. You cannot turn notes on if the other person declined.
End call ends the call and tells Terry to write the notes.
If the other person declined, your page says "Notes are off: the other person declined."
After the call
When you press End call, or a minute after everyone has left, Terry writes Terry's notes into the person's conversation:
- a short summary;
- the decisions you made together;
- the objections they raised;
- the next steps, each with who owns it;
- the full transcript, folded under Show the transcript. Everyone in your workspace who can see the conversation can read it. Chat messages sent while notes were on are part of it.
If the call stopped without ending properly (for example the video server stopped), Terry writes the notes later, within about 13 hours.
If nothing was transcribed (nobody agreed, or nobody spoke), nothing is written into the conversation and there is no draft.
Terry also drafts a follow up email that recaps the call and the agreed next step. It waits on Tasks, under Approve, like any other draft. Terry never sends it on its own; you read it, change what you like, and send it. There is no draft when the call was short (under about 60 words said) or reached no decision, next step or objection. The draft never mentions notes, a recording, a transcript or AI.
How long the transcript is kept
The transcript is deleted 30 days after the call, both from the call and from Terry's notes in the conversation. The summary, decisions, objections, next steps and the consent answers stay.
Cost
Suggestions and notes use your AI credits like other Terry writing, and count against your own AI allowance. A call where the other person declined uses none.
Questions
Is the call recorded? No. Audio is turned into text as the call happens and is not kept. Only the text is kept, only when the other person agreed, and only for 30 days.
Can the other person change their mind? Yes. Stop notes on their page turns notes off at once for the rest of the call.
Where does the transcription happen? In our own cloud account with Amazon Web Services, in the United States. The audio is sent nowhere else.
In Classic
Start the call with Instant video on the conversation in the Inbox. The follow up email waits in the Inbox, under Approvals. Everything else on this page is the same.