Overview
This article explains all the settings available for Enlighten Basic, both for administrators managing organization-wide preferences and for individual users customizing their own experience.
For Administrators
Accessing Admin Settings
- Log in to your Spoke Account Portal using your administrator credentials.
- Navigate to Other → Advanced → Enlighten
Organization-Wide Settings
Company Settings
Company Overview
- Provides AI with additional context about your organization
- Helps personalize summaries and insights
- Read-only field, any questions, ask support
Call Summary Settings
Send call summary emails to users by default
- Toggle to enable/disable call summary emails organization-wide
- Default: ON
- When enabled, users receive an email after each call with the AI summary
- When disabled, summaries are still generated but not emailed
Allow individual user settings to override the organization default
- Toggle to let individual users control their own email preferences
- Default: ENABLED
- When enabled, users can choose their email preference in the Spoke App
- When disabled, the organization setting applies to all users
Managing User Licenses
Adding Enlighten Basic Licenses
See the article "Enabling Enlighten Basic for Users" to add licenses.
User-Specific Email Settings
- Navigate to Users → Manage Users in the APC
- Select a user
- Go to Advanced tab
- Locate the Enlighten AI settings section
- Set Email AI summaries after calls to:
- Inherit from organization default (recommended)
- On (always send emails to this user)
- Off (never send emails to this user)
Note: This setting allows the administrator to set this behavior per user even if the user cannot choose.
Legacy Account Migration
If your organization is on the old licensing model, you'll need to migrate to License Pools before accessing Enlighten Basic.
What you'll see:
- Greyed-out Enlighten settings with a blue banner
- A link to the support page for migration assistance
To migrate:
- Click the Enable Enlighten link in the blue banner
- Submit a ticket through the support page
- A Customer Success team member will contact you
What happens during migration:
- Your current pricing is protected with a permanent Grandfather Credit
- You'll convert to USD billing
- You can immediately start adding Enlighten Basic licenses
- Your team gains self-service control over license management
For detailed information, see our [Legacy Customer Migration Guide].
For End Users (Spoke App)
Accessing Your Settings
- Open the Spoke Phone App
- Tap Settings
- Locate the Call Settings section
- NOTE: If you don't see this section, check with your Spoke administrator to see if Enlighten Basic is enabled.
Call Summary Settings
Email AI Summaries After Calls
Controls whether you receive an email after each call with the AI summary.
Options:
- Inherit from organization default - Follow whatever your admin has set (recommended)
- On - Always send me call summary emails
- Off - Never send me call summary emails
Note: This option only appears if your administrator has enabled "Allow User Override."
Open AI Customer Insights on Answer
Controls whether the Insights panel automatically opens when you answer an incoming call.
Options:
- ON (default) - Automatically show pre-call context when answering
- OFF - Don't automatically open insights (you can still manually tap Insights)
Recommendation: Keep this ON to get the most value from Enlighten Basic.
Call Insights Settings
Display contextual call insights
Controls whether Enlighten Basic shows the last call summary for the contact calling, on the incoming call screen
Options:
- On - Always show the last call summary
- Off - Never show the last call summary
Open call insights by default when users answer calls
Controls whether Enlighten Basic automatically jumps to the AI call summaries (insights) when answering the call.
Options:
- On - Upon answer, automatically jump to 'Insights'.
- Off - Upon answer, remain on the call controls screen.
Settings Take Effect Immediately
All settings changes apply instantly - no need to restart the app or log out.
Understanding Data Actions Integration
If your organization uses Data Actions for custom integrations, you have additional control over how Enlighten cards are displayed.
You will need to update any existing integration if you want to show Enlighten content.
Card Types Available
Enlighten Summary Card
- Short version shown in pre-call context
- Displays one summary (the most recent call)
- Cannot be customized
- Automatically included if your Data Action returns this card type
Enlighten Extended Summary Card
- Detailed version with full summary and transcript access
- Shows the last 10 calls by default
- Can be positioned anywhere in your custom insights payload
Priority Rules
If your Data Action returns multiple card types:
- Context cards display first
- Enlighten Summary cards display second
- Other custom cards display after
Configuring Data Actions with Enlighten
For technical implementation details, see our [Data Actions API Documentation].
Privacy and Access Control
Who Sees What?
By default:
- All Spoke Phone users can view AI summaries for any call in the organization
- This creates a shared customer memory
Controlling Data Processing
Currently, all calls made by Enlighten Basic license holders are automatically processed and summarized. Granular control options (like excluding specific contacts or call types) are not yet supported.
Troubleshooting Settings
"I don't see the Enlighten settings"
Possible causes:
- Your organization hasn't added an Enlighten Basic license to your account
- Your organization is on the legacy licensing model and needs to migrate
- You're looking in the wrong place
Solution: Contact your administrator or support.
"Email summaries aren't being sent"
Check:
- Organization setting: Is "Call Summary Emails" enabled?
- Your user setting: Is it set to "Off"?
- Your email address: Is it correct in your user profile?
- Spam folder: Check if emails are being filtered
Solution: Ask your admin to verify organization settings, or check your personal settings in the Spoke App.
"The Insights button doesn't show anything"
Possible causes:
- This is the first call with this contact (no history yet)
- Previous calls were made before Enlighten was enabled
- The contact has no processed calls (very short calls aren't summarized)
Solution: This is normal behavior. Insights will populate as you have more calls with the contact.
"Pre-call context doesn't automatically open"
Check: Your user setting for "Open AI customer insights on answer" may be turned OFF.
Solution: Enable this setting in the Spoke App settings.
Best Practices
For Administrators
- Enable organization-wide emails to ensure adoption
- Allow user override so individuals can adjust to their preferences
- Assign licenses strategically to high-volume users first to maximize ROI
- Provide training using our support articles
For Users
- Keep auto-open enabled for pre-call context
- Check insights before outbound calls to prepare
- Reference call history during conversations to show continuity
- Trust the summaries but review transcripts for critical details
- Provide feedback on summary quality through your administrator
FAQ
Q: Can I turn off Enlighten for specific contacts?
A: Not currently. All calls by licensed users are processed.
Q: How long does it take for summaries to appear?
A: Typically within 30 seconds of the call ending, depending on call volume in your organization.
Q: What if I'm on a call when the summary for the previous call finishes processing?
A: The new summary will be available immediately when you next make contact.
Q: Can I edit AI summaries?
A: Not directly in Enlighten Basic. Summaries are automatically generated. You can add your own notes in your CRM.
Q: Do summaries work in languages other than English?
A: English is currently the only language fully supported.
Q: Is my data secure?
A: Yes. All data is encrypted in transit and at rest. However, Enlighten Basic is not currently certified for HIPAA or SOC2 compliance.
Getting Help
For administrators:
- Contact your Customer Success Manager
- Email support@spokephone.com
Ready to configure Enlighten Basic for your team? Start with the organization settings to set defaults, then let users customize their experience.