Note generation depends on the call transcript and the workspace's AI-generated notes setting under call settings. If AI is disabled, the magic wand is not shown in the call note.
The transcript depends on the Call recording and transcription setting. If the transcript is not ready, missing, or empty, the note cannot be generated correctly.
Also review any note already saved on the lead. Read the AI suggestion before replacing or adding to existing context.
End the call and wait for the qualification screen.
Check that the magic wand icon is visible next to the Note field.
Click the magic wand to generate a suggestion.
Review the suggestion, correct important details, and remove anything unnecessary.
Click Save to keep the note.
The generated note is a writing aid, not automatic validation of the call outcome.
Until the note is saved, it does not update the lead profile or trigger a CRM sync.
If Ubic says that the transcript is not available yet, try again after a few moments. If the magic wand is disabled, AI is disabled for the workspace or the call is not yet linked to a saved attempt.
If generation fails, the existing note remains unchanged. You can try again later or write the note manually.
