The Fathom integration with Planhat automates the process of recording AI summaries and full transcripts of conversations directly within Planhat. This integration automatically logs AI-enriched call data as Conversations, linking them to the relevant Company and End Users. These transcripts can then trigger follow-up actions and automations, significantly boosting productivity and eliminating the need for manual data entry. The setup is handled by a Planhat TAM, providing a seamless experience for users.

Features & Benefits

• Automated Call Logging: Captures AI summaries and full transcripts of conversations.
• Smart Data Linking: Routes raw transcripts or AI-generated summaries to the correct contact within Planhat.
• Productivity Boost: Triggers follow-up actions and automations based on call data.
• Eliminates Manual Entry: Automatically logs AI-enriched call data as Conversations linked to companies and users.