Unaric Voice allows agents to take notes during active calls directly from the SoftPhone.

As the conversation unfolds, users can enter comments into the phone note field, ensuring important details aren’t forgotten or delayed. This note field stays open throughout the call and can be updated until the call is saved. It’s a fast, frictionless way to capture insights while they’re fresh - without switching tabs or disrupting the flow of conversation.

When a call is saved, all notes are automatically logged within Salesforce and linked to the appropriate lead, contact, or account.

These notes appear in the activity timeline and are part of the call task record, alongside details like duration, direction, and call result. This ensures that customer context is preserved and accessible to anyone viewing the record - whether for sales follow-up, support escalation, or reporting.

Phone notes don’t just stay locked in the original call log. If a follow-up task is created after the call, the system can automatically copy the note into the new task. This saves time and ensures continuity between interactions - especially helpful for multi-step sales processes or open support cases. It also reduces the need to reference old records when preparing for the next call.

By centralizing call interactions and notes within Salesforce, Unaric Voice eliminates the need for disconnected systems or external documentation. Every note is tied to a customer record and visible in context, making hand-offs between teams smoother and reducing the risk of miscommunication. It’s a unified, searchable source of truth that improves collaboration and accelerates next steps.