How to Print AI Call Summaries and Transcriptions as PDF

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Hi! We are really impressed with the "customer call" AI summary of our win-loss interviews. However, we cannot seem to find a way to print it as a pdf along with the transcription. How do we do this? My client does not want his sales teams to have access to Dovetail, and right now it seems like we'd just have to cut and paste the summary into the note.

2 comments

Cameron
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Hi Karen, Thanks for reaching out.👋 Unfortunately, that is not possible at this time. As a workaround, you can copy the text from the Customer call summary and paste it into the transcript. I'll create a feature request for this on your behalf. Let us know if you have any other questions or concerns.
Karen J.
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Thank you!