When Are Transcriptions and Recordings Sent to Clients in Evo Voice? Can They Be Sent as a Summary?

Evo Voice allows for flexible delivery of call recordings and transcriptions depending on the business or client’s preference. Here's how it works:

1. Default Behavior – Sent After Every Call

By default, call recordings and transcriptions (if enabled) are:

• Processed immediately after each call ends.

• Delivered automatically via email or webhooks, depending on the configuration.

• This ensures that clients receive real-time access to their call data — useful for support follow-up, compliance, or internal documentation.

2. Can We Send Them as a Summary (e.g., Every Two Weeks)?

Yes, this is possible — but it requires a custom setup. Evo Voice does not send call summaries or batch recordings/transcriptions every two weeks by default, but you can configure this behavior using the following options:

🛠 Option A: Scheduled Email Reports (Custom)

• You can request Evo Tech to set up a scheduled export or summary delivery.

• Reports can include:

  • A list of calls,

  • Links to the recordings/transcriptions,

  • Filtered by date range (e.g., last 2 weeks).

• This can be set to go out automatically (e.g., biweekly).

🛠 Option B: Portal Access with On-Demand Review

• Instead of sending individual call data or summaries, some clients prefer to log in to the Evo Voice portal where they can:

  • View all call logs,

  • Listen to recordings,

  • Download transcripts as needed.

• This avoids inbox clutter while still giving access to full call history.

🛠 Option C: Integration with CRM or Storage Systems

• If using a CRM or storage platform (e.g., OneDrive, Google Drive, SharePoint), Evo Voice can be integrated to store all recordings/transcriptions automatically.

• You can then generate summary reports from those platforms on a biweekly schedule.

✅ Recommendation

If you'd prefer to receive a summary every two weeks instead of after every call, contact Evo Support to:

• Request the setup of a scheduled reporting/export workflow.

• Specify the format (CSV, email summary, downloadable archive).

• Indicate which users should receive the summaries and what data to include.