Confirm what AI heard on a call
Approve or reject the details AI suggests adding to the contact page.
Role : EveryoneDuration : 2 minOn : Web, Mac, iPhone
Before you start
- For your team’s calls: on the number, Call recording, Automatic transcription and AI summary after call turned on. Calls taken by your AI agent always count.
- A contact page to complete: AI only suggests values for empty fields.
Step by step
5 steps, about 2 min- 1
Get the notification
5 sA few moments after the call, the person who took it gets a notification, for example “2 details for the profile”, with the values heard.
Open this screen in Callizy - 2
Open the contact page
10 sIn the Inbox, open the conversation, then click the Show contact icon, at the top: the contact page shows on the right. It also opens from Contacts. On iPhone, a blue dot next to the name means there are suggestions: tap the name.
- 3
Read the suggestion
10 sThe value heard shows in color in the empty field, with a small star. Hover over it to read the sentence: “Heard in the call: …”.
- 4
Approve or reject
10 sThe check mark, Approve, writes the value to the contact page. The X, Reject, drops it: the same value won’t be suggested again for that field.
- 5
Or all at once
5 sTwo suggestions or more? At the top of Contact Details, click Approve all (3).
Key points
- Nothing is written to the contact page without your click.
- AI only suggests values for empty fields, and never the email.
- It only keeps what the client says about themselves.
Settings
You can change them at any time, without reconnecting anything.
- The fields suggested
- First name, last name, company, job title, address, website, phone 2, and your company’s properties.
Not working?
No suggestion after a call
- On the number, recording, transcription and the summary must be turned on.
- The call was very short, or the client said nothing about themselves.
- The contact page is already complete.
I approved, but the contact page didn’t change
- Someone filled in that field in the meantime: the suggestion is out of date and nothing is written.
The email is never suggested
- That’s on purpose: spoken without being spelled out, it is too often wrong. Type it yourself.
Frequently asked questions
What about calls taken by the AI agent?
Who can approve?
What about the Android app?
Updated October 29, 2026