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ASSIST Overview

Description of Wyser ASSIST and what it does

It all starts with a case note.

Every advice giving organisation has to record notes on every interaction with their client base. Creating a case note starts with listening to the conversation, leading to writing up notes, and saving in the case management system.

But case notes can be inconsistent, incomplete and are definitely time-consuming. 

What is Wyser ASSIST?

Wyser ASSIST is an AI-powered transcription and summarisation tool designed to streamline documentation for advice-giving organisations. By automatically processing audio recordings of client interactions, ASSIST significantly reduces administrative burden, allowing advisers to focus on delivering quality support.

Key Features

  • Automatic transcription – Converts recorded conversations into accurate, searchable text.

  • AI-powered summarisation – Generates concise, structured summaries tailored to case note requirements.

  • Seamless CRM integration – Outputs can be automatically transferred into existing case management systems*.

  • Real-time and batch processing – Supports immediate post-call processing and  transcription.

  • Customisable summary styles – Tailor summaries to meet organisational needs and compliance requirements.

  • Secure and compliant – Data encryption, role-based access, and compliance with Cyber Essentials Plus and ISO 27001 standards.

How Does It Work?

  1. Audio ingestion – ASSIST receives call recordings via telephony integration or manual file upload.

  2. Processing & transcription – AI models convert speech to text with high accuracy.

  3. Summary generation – Key points and action items are extracted into structured notes, based on the style of your organisation.

  4. Export & integration – Summaries are delivered, either via ASSIST, or direct to your CRM or case management systems*.

  5. Review & customisation – Users can edit and refine summaries before finalising.

Who is It For?

Wyser ASSIST is ideal for organisations handling client interactions, including:

  • Legal & advice-giving services

  • Housing Associations

  • Healthcare & social services

  • Financial guidance providers

  • Any organisation needing to document long or in-depth conversations with service users

Benefits of Wyser ASSIST

  • Reduces administrative time – Cuts call documentation time by up to 75%.

  • Increases productivity – Advisers can assist more clients without additional workload.

  • Ensures consistency & accuracy – Standardised summaries enhance record-keeping and compliance.

  • Improves advisor well-being – Minimises repetitive administrative tasks, reducing burnout.

Getting Started

To start using ASSIST, organisations can request a demo and sign up for a trial here:

Book a Demo

Implementation is straightforward, with options for direct telephony integration and API access. Our support team is available to assist with setup and customisation.

For further details, visit our support section or contact our customer success team at support@wyser.online

 

* Where we have an integration in place