> ## Documentation Index
> Fetch the complete documentation index at: https://docs.telzino.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notetaker Agent

> A silent participant that joins a call already in progress, takes notes, and sends a structured summary when the call ends.

The **Notetaker Agent** is an agent template that joins a call already in progress, such as a conference bridge, and takes notes. It is a participant, not a party to the conversation: it listens, captures the transcript, and produces a summary at the end. It does not converse, answer questions or help anyone on the call.

After its join announcement the agent stays silent. It speaks only when someone addresses it by its **wake word**, or uses a note command.

> [!WARNING]
>
> **Recording law varies by state.** Some states require every party on a call to consent to recording. An announcement alone may not be enough there, and **Silent** disclosure mode gives no notice at all. Have your legal team review how you use the Notetaker before you rely on it.

## How the call works

**1. Joining**

The agent joins the call and, in **Announce** mode, speaks the join disclosure once. If the disclosure text is left empty, it says: *"This meeting is being recorded and summarized by an automated notetaker."* In **Silent** mode it joins without speaking.

**2. Listening**

The agent transcribes everything and stays muted. Recorded audio, such as phone menus, hold music and voicemail greetings, never makes it speak.

**3. Ending**

The agent does not hang up or say goodbye on its own. It leaves when someone says the wake word followed by a leave command, for example *"Scribe, leave"* or *"Scribe, you can go now"*. It replies *"Leaving now. Summary to follow."* When the call ends, the summary is sent to the places you configured.

## Talking to the Notetaker

| Say | What happens |
| - | - |
| The wake word with a question or request, e.g. *"Scribe, what did we decide about pricing?"* | The agent answers briefly |
| *"Note that…"* or *"Action item…"* | The agent records the note |
| *"Scribe, leave"* (also *exit*, *drop off*, *sign off*, *hang up*, *go*) | The agent confirms and leaves the call |
| *"Off the record"*, *"Don't record this"*, *"Stop recording"*, *"I don't consent"*, and similar | The agent stops taking notes and says: *"Understood, I am off the record and not taking notes; say back on the record to resume."* |
| *"Back on the record"* | The agent resumes and says *"Back on the record."* |

The leave command only works with the wake word in front of it, so an ordinary sentence containing "leave" never dismisses the agent.

**Pausing is immediate and private.** While off the record, the agent stops sending audio for transcription and discards what it had not yet transcribed. It only listens, on its own, for the resume phrase. If that local listener cannot run, the agent says *"I can't hear voice commands right now, so notes stay off for the rest of this call."* and stays off the record.

## Creating a Notetaker Agent

Choose **Notetaker** in the new-agent wizard, in the Dashboard or in Connect. The settings are on the agent's settings page afterwards:

| Setting | What it does | Default |
| - | - | - |
| **Wake Word** | The word that addresses the agent. It cannot be an everyday meeting word (such as *team*, *notes* or *assistant*) or a command word (such as *leave*, *note* or *pause*) | Scribe |
| **Disclosure Mode** | **Announce** speaks the join disclosure; **Silent** joins without speaking | Announce |
| **Join Disclosure Text** | What the agent says on joining in Announce mode. It is stored as the agent's greeting | The default sentence above |
| **Join Method** | How the agent is brought into the call: **Dial-in DID**, **SIP URI** or **Invite to bridge** | Dial-in DID |
| **Structured Summary Webhook URL** | An HTTPS address that receives the summary as JSON. Private, loopback and link-local addresses are refused | none |
| **Recap Channel** and **Recap Recipients** | Send the summary by **Email** or **SMS** to up to 25 recipients. SMS recaps go through the organization's Twilio connection, from this agent's From Number; without both, the SMS recap is skipped | Email |
| **Redaction Profile** | **None**, **PII**, **PCI** or **PHI**. Anything other than None turns on transcript redaction for this agent | None |
| **Participant Roster** (optional) | Who is expected on the call, one per line: name, role, email and E.164 phone, separated by vertical bars. Only the name is required. Helps the summary attribute what was said | none |
| **Extra pause phrases** (optional) | Up to 5 more phrases that take the agent off the record, each 2 to 6 words. The built-in phrases always work | none |
| **Extra resume phrases** (optional) | Up to 3 more phrases that put it back on the record, each 2 to 6 words. A resume phrase cannot contain "off the record" or repeat a pause phrase | none |

Settings meant for conversational agents are hidden or turned off for a Notetaker: the AI greeting, transfers and warm transfer, the email tool, caller detection, screenshare, filler phrases, and background and thinking sounds. Recording is always on, because the summary is built from the transcript.

## The summary

When the call ends, the agent writes a summary with these sections:

| Field | Contents |
| - | - |
| `headline` | One line |
| `narrative` | What happened, in prose |
| `decisions` | Decisions made |
| `action_items` | Each with `task`, `owner` and `due` (owner and due are `null` when not stated) |
| `open_questions` | Questions left unanswered |
| `key_numbers_and_terms` | Figures, prices, dates and terms mentioned |
| `follow_up_meeting` | A follow-up meeting, if one was agreed |
| `capture_quality` | How well the call was captured |

The webhook receives a JSON body with `agent_id`, `transcript_id`, the full text as `summary`, and each section above as its own field. Email recaps arrive with the subject *"Meeting notes from"* followed by the agent's name.

## Availability

The Notetaker template is governed through [Feature Administration](https://docs.telzino.com/admin-guide/dashboard/feature-administration.md) as **Notetaker**. Locking it hides the template in the new-agent wizard.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.