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Contact Notes

Notes let you record information about a contact that persists across calls and sessions. Open a contact’s details, then find the Notes section in the right panel or the activity timeline.

Notes panel showing AI Agent and Contact Memory notes in the timeline, with the right panel listing recent notes including a structured call summary

Add a note

Section titled “Add a note”

Click + Add Note in the right panel, type your note, and click Save. Notes support full Markdown — use **bold**, - bullet lists, or ```code blocks```.

Note compose area in the right panel with a text input field and Save and Cancel buttons

Edit a note

Section titled “Edit a note”

Click the edit icon on any note you authored. Make your changes and click Save.

Delete a note

Section titled “Delete a note”

Click the delete icon on any note you authored. This cannot be undone.

AI-generated notes

Section titled “AI-generated notes”

After each call, Loquent automatically creates a note labeled AI Agent with a structured summary:

  • Summary — what the call was about
  • Key Points — important details mentioned
  • Next Steps — any follow-up actions identified

These notes appear in the timeline and in the right panel. They cannot be edited or deleted.

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