What's in the daily 7am call summary?
Every morning at 7am: a one-line total of calls answered, booked, and escalated, then one paragraph per call from the night before.
Every morning at 7am you get one email. Top line: total calls Diane answered, total booked, total escalated, total miscellaneous.
- Time + caller phone
- One-sentence summary of what they needed
- What Diane did (booked, escalated, took a message, declined)
- Any flags that need your attention (tone shift, ambiguous request, repeat caller)
If something looks off, reply with the call ID and I'll pull the full recording within the day. Nothing in the summary is a substitute for your judgment — it's a heads-up, not a final word.