Joby Intelligence uses AI to turn every recorded call into a transcript, a summary, and a structured set of extracted call data (customer name, address, request, next steps). You can trigger a report manually on any single call, or turn on auto-generation so every qualifying call gets analyzed automatically. Optionally, Joby will email each summary to a recipient of your choice so the right person sees it without logging in.
This walkthrough covers both modes — manual (steps 1–3) and auto setup (steps 4–13).
1. Click Generate AI on a single call
Open any call in Call History and click Generate AI. This is the on-demand path — useful when you want intelligence on a specific call without enabling auto-generation for everything.
2. Joby builds the transcript and AI summary
Joby runs the recording through transcription and an AI summarizer. The process takes a few seconds for short calls and up to about a minute for long ones. You can navigate away — the report keeps generating in the background.
3. Open the Intelligence tab to read the report
The Intelligence tab on the call detail page shows the AI summary, key call details (date, duration, participants, customer info), extracted data points (name, phone, address, request), and a list of action items. The full transcript lives on the Transcript tab next to it.
4. Open Joby AI Hub
To stop pressing Generate AI on every call and have Joby do it for you, open Settings → Joby AI Hub. The Hub is where every channel-level AI setting lives.
5. Open the Intelligence tab in the Hub
The Intelligence tab is where you control auto-generation. Changes here save immediately — every toggle you flip takes effect on the next qualifying call.
6. Turn on Auto-generate call intelligence
The master toggle. With it on, every call that matches your filters gets the same flow as the manual Generate AI button — transcript, summary, extracted data, action items — without anyone clicking.
7. Enable Inbound calls
Generate intelligence for incoming customer calls. The report runs after the recording is saved, which is shortly after the call ends.
8. Enable Outbound calls
Generate intelligence for calls your team places out. Useful for sales follow-ups, technician check-ins, or any outbound call where the conversation matters for record-keeping.
9. Open the Auto-Generate Filters section
Without filters, every call gets a report. Filters let you skip noise — for example, dropped calls, wrong-number hangups, or calls from internal numbers. Two filters are available: minimum duration and call groups.
10. Set a minimum call duration
Calls shorter than this duration (in seconds) get skipped. Leave 0 to include calls of any length. A common setting is 30 seconds — short enough to catch most real conversations, long enough to skip butt-dials and immediate hangups.
11. Pick which call groups to include
If you only want intelligence on calls to certain numbers (say, your customer-facing line but not internal numbers), pick the matching call groups here. Leave all unselected to include every group.
12. Add an email recipient
Enter an email address (or a few) to receive each summary by email right after the call. Useful for owners who want to see every customer call without logging in, or for a dispatch team that needs every summary in their inbox. Leave blank to skip email delivery — the reports still live in the call detail page either way.
13. Click Save Settings
Save Settings commits your changes. Auto-generation runs on the very next qualifying call. To pause auto-generation later, come back here and toggle the master switch off — your filter settings are preserved.
