Need the ability to add pdf files to a Contact
With the increasing usage of AI note taking devices that export notes and conversations as a PDF file, agents need the ability to add those notes to the contact. Current note limitation where it takes several paragraphs and turns them into one long mess is useless.
Clean outline and transcription on the pdf will help agents who use these call recording and note taking devices instead of asking agent to type in one thing and have platform try to make it all one long sentence.
2
votes
Chuck Morris
shared this idea
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Ryan Yarbrough
commented
great idea. I would love to take my transcript from zoom and upload it and actually have it formatted correctly too.