Overview
Automatically capture call logs and route raw transcripts or AI-generated summaries to the correct contact. These transcripts can trigger follow-up actions and automations to boost productivity and eliminate manual data entry.
How it works
The integration automatically logs AI-enriched call data as Conversations linked to the relevant Company and End Users in Planhat.
Configure
Your Planhat TAM will handle the setup. This page is a high-level overview of how the Fathom integration works—no detailed steps required on your side.
