FieldCamp

Where to Review Call Recordings and AI Summaries in FieldCamp

Call recordings, transcripts, and AI summaries in FieldCamp live under the Calls add-on (Inbox and the /calls workspace), not under AI Dispatcher. This page points you to the right docs.

Heads up — this page used to be in the wrong place. Call recordings, transcripts, and AI-generated summaries are part of the Calls add-on (surfaced inside the FieldCamp Inbox and at /calls). They are not part of the AI Dispatcher add-on, which is focused on automated scheduling and route optimization. If you arrived here looking for how to review recorded calls, use the links below.

Two different add-ons, two different jobs

FieldCamp ships two separately configured add-ons whose names sometimes get conflated:

Both can be enabled independently from your apps and integrations settings — see the full add-on catalogue in FieldCamp add-ons: all features explained.

Where to actually find call recordings and AI summaries

Call recordings appear in two places, both tied to the Calls add-on:

  • Inbox → Calls tab — a unified view alongside emails, messages, and tasks. Each call row can be expanded to reveal the audio player, transcript, and AI summary (when AI summaries are enabled).
  • Calls workspace (/calls) — a dedicated screen with a dialer, SMS, and a call history tab, with the same playback, transcript, and AI summary on each entry.

For the full how-to, including playback, the Improve with AI retranscription action, and the AI summary, sentiment, and action-items output, see:

What AI summaries actually produce

When AI summaries are enabled on a call, the call card shows a short summary, an overall sentiment label (one of positive, neutral, or negative), and a plain bulleted list of extracted action items. Action items are displayed as text — they are not automatically wired into jobs, estimates, or other FieldCamp objects today. To turn a discussed commitment into work, use the normal flows:

Re-running AI on an existing call

If a call recorded fine but the transcript or summary looks off — or if AI was off at the time of the call — you don't have to wait for the next conversation. Open the call inside the Inbox Calls tab and use the Improve with AI action on the transcription. This re-transcribes the recording and (when configured to do so) regenerates the AI summary for that existing call. The same retranscribe action is also available from the call history in the /calls workspace.

Looking for AI Dispatcher docs instead?

If you actually wanted to learn about the AI Dispatcher add-on (scheduling, suggestions, agents), start here:

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