What it does
Turns a recorded sales call into the CRM record someone would have written if they had twenty spare minutes after it. It reads the transcript, pulls out what was actually agreed — the next step, who owns it, by when, what the customer objected to, who else has to sign off — and writes it to the deal as a structured activity. The discipline is separating what was said from what it means. A commitment goes in as a commitment only if someone actually committed; a hopeful reading of 'we'll take a look' is how a pipeline fills with deals nobody is working. Where the call was ambiguous, the note says it was ambiguous, which is the more useful signal to a manager reading it later. It updates the fields that decay fastest and are least often maintained — next step, next step date, and the identified decision-makers — and leaves everything else alone. It never moves a deal stage and never changes an amount: those are forecast inputs, and a forecast that an automated tool can move is not a forecast. Everything it writes cites the moment in the call it came from, so a rep who disagrees can check in seconds rather than relitigating from memory.
Example prompts
- Write up call 88231 to the deal — what was actually agreed?
- Was a real next step agreed on this call, or just a polite ending?
- What did the customer object to, in their own words?
Before you connect
The credentials this agent will ask you for — the full setup is on the Setup tab.
Needs 2 credentials (2 required) to connect. See setup
