Call Transcription for Business: Every Call in Writing
Call transcription turns every phone call into text you can read, share and act on. Carly records each call on your business line, transcribes it, writes a summary and puts it on the caller’s record. That covers the calls your team takes and the calls your AI agent takes.
Copy this prompt into ChatGPT or Claude. That’s it. It sets up Carly, phone number included, and recording is already on.
Carly business setup prompt
Copy this into ChatGPT or Claude. It sets everything up, phone number included.
Help me connect Carly Teams so I can work with my organization's business texts, phone calls, voicemail and voice/text agents from this chat. I'll add it to you myself: tell me exactly what to click for the app you are, one step at a time, and wait for me to confirm before moving on. If a step doesn't match what I see, ask me what's on my screen. If you can do the setup yourself (Claude Code, Codex, Muse, Grok Bot), go ahead, and ask me for any key in your secure credential prompt, never in the chat. Don't tell me it's connected until list_phone_lines works, and if I have several teams, ask which to use. Before sending a text or making a call, confirm the team, recipient and message or task with me. The steps are below.
# Connect Carly Teams to an AI app
> Carly Teams works a team's business phone lines through the team's AI agents: business texts, phone calls, voicemail, the voice and text agents, and the team's CRM.
MCP server: https://carlyassistant.com/team/mcp (streamable HTTP, OAuth)
## Setup
Carly Teams isn't in any plugin or connector directory yet, so it's added as a custom connection by URL.
1. Add Carly Teams:
- ChatGPT: open https://chatgpt.com/plugins, click Add, and choose Create MCP App (not Create plugin or Upload plugin archive). If Create MCP App isn't on the menu, turn on Developer mode first in Settings > Security and login. Name it "Carly Teams" with the description "Work with my team's business texts, calls, voicemail and voice/text agents," paste https://carlyassistant.com/team/mcp as the server URL, choose OAuth, create it, and sign in. Then in the message box open the + menu, choose Developer mode, and pick Carly Teams. No plugin needs to be built, packaged or uploaded.
- Claude (claude.ai, Claude Desktop, or Cowork): Customize > Connectors > Add custom connector, name it Carly Teams, paste https://carlyassistant.com/team/mcp, and sign in.
- Claude Code: `claude mcp add --transport http --scope user carly-teams https://carlyassistant.com/team/mcp`, then /mcp, pick carly-teams, and authenticate.
- Codex: `codex mcp add carly-teams --url https://carlyassistant.com/team/mcp`, then `codex mcp login carly-teams`.
- Cursor: add {"mcpServers": {"carly-teams": {"url": "https://carlyassistant.com/team/mcp"}}} to ~/.cursor/mcp.json, then sign in to carly-teams from Customize.
- Muse: a custom connector to https://carlyassistant.com/team/mcp with a Carly API key as its bearer token. The key comes from carlyassistant.com/account (API key under Carly Teams) and goes in Muse's connector settings, not in a chat message.
- Grok: grok.com/connectors > New Connector > Custom, paste https://carlyassistant.com/team/mcp, and sign in.
- Grok Bot: a custom remote MCP server named carly-teams at https://carlyassistant.com/team/mcp. Approve it and sign in.
- Perplexity: Plugins in the sidebar (or Customize > Connectors), then Add custom > Connector > Add MCP connector. Choose Remote, name it Carly Teams, paste https://carlyassistant.com/team/mcp, pick OAuth, check the box and click Add, then click the Carly Teams card to sign in.
- Anything else: a remote MCP server (streamable HTTP) named carly-teams at https://carlyassistant.com/team/mcp. It signs in with OAuth.
Sign in with the Carly account that belongs to the organization.
2. Once it's added, the Carly Teams tools show up in the chat, including list_phone_lines. If they don't, turn Carly Teams on for the chat or start a new chat.
3. To check it worked, call list_phone_lines: it returns the teams and phone lines the account can reach. A team with no phone line yet can get one with find_numbers (optionally by area code) and get_number, which may return a checkout link to finish.
4. Something to try first: "Review our missed calls and voicemail and help me reply to customers." Carly Teams also reads and answers business texts, has the team's agent make calls, and edits the voice and text agents. Texts and calls go out at once from the agent's number and can't be taken back. Team permissions apply.
## Email, calendars and workflows
Email, calendars, files, booking pages and workflows are the regular Carly connector, added separately. It's listed in ChatGPT's plugin directory (https://chatgpt.com/plugins/plugin_asdk_app_6a67a26316b88191860222f918d4ec54) and Claude's connector directory (https://claude.ai/directory/carly), and connects anywhere else at https://carlyassistant.com/mcp/. Its setup is https://carlyassistant.com/mcp.txt.What you get from every call
- The recording, starting when someone answers. Ringing isn’t recorded.
- The full transcript, yours or your agent’s.
- A short summary, so you read two lines instead of replaying ten minutes.
- The caller’s record. It all lands on their timeline in your CRM.
- A follow-up flag on anyone still owed a call back.
Ask ChatGPT or Claude about your calls
Your calls are one question away:
- “Who called today and what did they want?”
- “Summarize my last call with Emily.”
- “Which callers are still waiting for a call back?”
- “Call Josh back and say the quote is ready.”
Send every summary where you want it
Carly runs a workflow on any call. Three are ready to turn on:
- Text me after every call. You get who called, what they wanted, and a link to the summary, transcript and recording.
- Email me a call recap. Every call since the last recap, at the times you pick.
- Follow up after a call. Carly sends the caller the link, address or next step from what was said.
Or describe your own: “After every call, add the summary to the deal in HubSpot.” Carly connects to thousands of apps.
Is it legal to record business calls?
Rules vary by place. Many US states need one person on the call to agree, while others, including California and Florida, need everyone to. The simple fix is to tell callers. Your agent’s greeting is yours to write:
Thanks for calling. This call may be recorded and transcribed.
Recording is one setting per line. Say “stop recording calls on this line” and it’s off. Ask your lawyer if you’re unsure what applies to you.
Free Zapier-style workflows; AI agents from $35/month. Get started.
FAQ
What is call transcription?
Software that turns a phone call into written text. Carly transcribes every call on your business line and adds a summary.
Does Carly record every call?
Yes, unless you turn recording off for that line. That includes calls your team answers and calls your AI agent answers.
Can AI summarize phone calls?
Yes. Carly writes a summary of each call and puts it on the caller’s record, so anyone on your team can pick up where it left off.
Can I transcribe voicemails too?
Yes. Every voicemail is transcribed, and you can get them by email. See also AI voicemail.
Can I listen to the recording later?
Yes. The recording stays with the call, next to its transcript and summary.
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See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
