Sidekick

Sidekick turns your call recordings into transcripts and summaries, so you can go back over a call without listening to it again.

This page covers Sidekick inside Connect. There's also a standalone version which adds user and team management, supervisor access to a team's calls, and a sentiment leaderboard.

The Sidekick screen

Sidekick has two tabs: Search and Processed.

Searching and processing calls

You can look for recordings by:

  • The phone number of the other party.
  • The start and end time of the call.

Once you've found the call you want, click AI to generate both a transcript and a summary. For a transcript on its own, click the arrow next to AI and choose Transcribe only.

The Sidekick search tab in Connect, listing call recordings with an AI button

Viewing processed calls

The Processed tab lists every call you've already generated a summary or transcript for. Click View to read it.

A Sidekick call summary and transcript in Connect

Recording itself is handled by iPECS, not Sidekick, so a call has to have been recorded before it can be processed. See Call recording settings.