What is Call Note?
Ever been embarrassed for forgetting to call back a VIP callback? Frustrated chasing someone who already said ‘not interested’? Or guilty for forgetting a name after hundreds of calls?
With Call Notes, transform chaotic calls into seamless, professional interactions.
Call Note is a record or remark to capture essential information or decisions made during or after conversations. It helps agents keep track of calls and helps managers analyze common customer issues for process improvements.
How to Use Call Note with Yeastar PBX?
With the Call Note feature enabled on Linkus (PC, Web, Plugin, or Mobile), you can easily:
Select pre-defined disposition codes as call tags
Label calls using call tags during an active calls
Add remarks to note down essential information
Share call note records when transferring calls to colleagues
Review and edit the call notes in CDR after calls
Call Note Usage with Disposition Codes
Yeastar P-Series Phone System support adding disposition codes and remark details to capture critical information quickly and effectively. For better call analytics and reporting, we recommend admins pre-define disposition codes in the Call Features settings using these categories:
Calls Status: no answer, completed, voicemail…
Business: VIP, sales, technical support…
Customer feedback: high interest, not interested…
Follow – up actions: transfer to manager, call back…
More categories as preferred.
Specify the Call Scenarios Where Users Can Add Notes to Calls
After enabling the Call Note feature, you can enable note-taking for specific call scenarios. In these scenarios, you can: Add tags and remarks during calls & Review or edit call notes later in corresponding call logs.
Supported scenarios:
Calls from Queue
Calls from Ring Group
Calls to Voicemail
Calls to Extensions
Outbound Calls
Call Note is simple to use but powerful for enhancing calling experiences. For more configuration details, please refer to: Allow Users to Add Notes to Calls.
Benefits of Call Note
Call Note serves as valuable assistance for agents to improve communication skills and helps managers track call performance.
Benefits for Managers:
Performance Tracking — Monitors agent productivity & quality of service.
Training & Coaching — Identifies areas where agents need improvement.
Compliance & Audit — Ensures calls follow company policies & regulations.
Data Insights — Helps analyze common customer issues for process improvements.
Benefits for Agents:
Better Customer Service — Agents can quickly recall past interactions, avoiding repetitive questions or missing critical points.
Efficiency — Helps in faster resolution by referencing previous notes.
Smooth Handoffs — If a call is transferred, the next agent has context.
Common FAQs
Related Features
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