If you use GoTo Connect as your VOIP or Telephone Provider, you can now push all your Inbound and Outbound calls through AI Notetaker. If you are using GoToMeeting, AI Notetaker is natively compatible with that and you do not need to do anything else.

Benefits include:

• Automatic Summaries of the Call
• Extracting Tasks/Action Items from the Call
• Recommending Workflows to be Triggered from the Call
• One click push into your CRM or System of Record

Read More about the Benefits of AI Notetaker here.

To connect your GoTo Account, in GReminders go to your Profile > Connected Services > and click on GoTo Connect, and connect your GoTo Account.

Next, in order for GReminders to get the recording, you need to enable Recordings on your GoTo Account. We recommend you set them to auto record.

In GoTo App navigate to Setup > Settings > Phones enable Recording Incoming & Outgoing Calls w/ Dual Channel Recording Support:

Alternatively you can also record calls adhoc from your Soft Phone.

That’s it.

Any Inbound or Outbound calls made will automatically be pushed to AI Notetaker.

Your Notetaker recording and summary will look something like this:

Any Questions? Email to [email protected]