Best Practices for Storing AI Call/SMS Transcripts for Clients

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If I plan to build many ai calling/sms agents (one per customer/client), any best practices to have the client access the transcripts after? Assuming that they use just google sheets for CRM -> would you log the transcript into the sheet or somewhere separate for them to see?

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1 comment

Alon J.
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Hey Hanna! If it's a full transcript of a call, I would probably add the transcript to a google document and then update the row of the google sheet with the link for the google doc. Let me know if that makes sense 🙏