- Before or during a call, press Let Atlas take notes on the call screen.
- Atlas listens from the moment the call connects. Press Stop and write the notes when you're done, or just hang up.
- The summary appears on the call and the client's record a moment later.
- If the caller isn't saved yet, Atlas holds the transcript until you save them as a lead or client (or you press Discard the transcript).
- Notes use Atlas tokens, and they can't start when this month's tokens are used up.