Automate call summaries, lead quality determination, and more using native call transcripts from your CRM.
ATTENTION!
If you’re looking to fully leverage AI for your business, then READ THIS.
We’ve created what is regarded to be the best AI system for this CRM, full stop.
Here is just some of what it can do for you, with 1/10th the setup and maintenance time:
- Use AI to grade the quality of leads, and the quality of sales performance
- Use AI to generate tasks, followup messages, and call/conversation summaries
- Use AI to automatically determine the pipeline stage of any contact
- Give you full visibility into speed to lead, touch rate, engagement rate (and so much more)
If any of this interests you, click the link below to learn more.
Functionality Overview
The way this app works is by grabbing the natively generated call transcript from completed calls, and passing them off to your workflow.
This allows you to pass that transcript to ChatGPT in order to generate a call summary, determine the quality of the lead, conditionally add tags, grade the performance of the salesperson, and more.
Here is a video showing how it works to generate a basic call summary:
I’ve listed some example workflows that use this app in order to solve all sorts of business problems.
Disclaimer
This app only works with native call transcripts enabled.
For a cheaper/more effective solution, check out 
Which Transcripts App to Choose
You may be confused after seeing two similar apps on this site: 
The main difference is that
This gives
- This app will work for inbound calls started with an IVR workflow
- This app will transcribe calls in other languages
- This app can redact certain sensitive info such as credit card numbers, social security numbers, etc.
- This app is more accurate with the individual word transcriptions
- Finally, it’s much cheaper to run
- The best possible model is priced at $1.04/hr, while the native transcripts are priced at ~$2.40/hr
- Additionally, you can choose to only transcribe calls that matter to you, saving an additional 10-50% in cost.
On This Page
- ¶ Why Native Transcripts
- ¶ Why Workflow Native
- ¶ Trigger Overview
- ¶ Example Transcript
- ¶ Speaker Talk Times
- ¶ Example Workflows
- ¶ Workflow Snapshots
- ¶ Post-Installation Pages
Native Transcripts
I think at this point I’ve built 3 separate call summary apps for this CRM, with this being the most recent iteration.
The way all of those previous apps worked was to pass the call recording URL off to OpenAI or Deepgram (speech-to-text services) which would generate a transcript.
This would work great in theory, but in practice the quality of the transcription was poor.
This is a problem with most speech-to-text algorithms as you can see from any time spent on YouTube, but the real problem was with speaker recognition.
The algorithm is listening to a single audio channel call recording, and trying to tell the speakers apart based on the sound of their voice.
This often meant that for a two-person conversation, there could be three or four separate speakers listed. With no consistencies between them.
Additionally, we couldn’t determine with any accuracy when the account owner was speaking, versus when the contact was speaking.
Not only does this make formatting difficult, but it means that ChatGPT gets a jumbled mess of speakers, words, and sentences, and has trouble putting together a useful summary for the CRM user.
With native transcripts, those problems are largely solved.
We can say with 100% accuracy who the account owner is vs. who the contact is, which helps ChatGPT know what the CRM user wants to remember.
There are also only two speaker channels (CRM user and contact) since it has a multi-channel recording, so the transcript can be reliably formatted into text.
TL;DR: Native transcripts are better.
Workflow Native
Another issue with my previous call summary apps was the difficulty in adjusting the prompt.
In fact, it’s more than the prompt since it’s only with this iteration that I realized if you just had the transcript, you could do anything from the example workflows, and more.
With this app, since the transcripts are delivered via a workflow trigger, you can do whatever you want with it.
Generate a simple summary with your own prompt, or feed it to ChatGPT 57 times to extract every morsel of meaning.
If you’re not a big workflow person, don’t worry. I have some workflow snapshots that you can use to get up and running.
Ready to Install?
When you’re ready to install any app, click the link below to be taken through our installation wizard which can help you get it installed!
Workflow Trigger
Call Transcript Completed
This trigger waits until a call is completed on the account, then tries to grab the transcript.
If a transcript is available, it will format all the values below and invoke all of your workflows that have this trigger.
Optional Filters (control when the trigger fires)
Filter Name | Filter Type | Possible Values | Description |
Call Direction | Select | Inbound, Outbound | |
Call Duration | Multiselect | Long: 60+ seconds, Medium: 30-60 seconds, Short: <30 seconds | Workaround since you can’t directly filter by the numerical duration |
Recording URL | Text | (any) | Link to the call recording, if available |
Custom Values (to use in your workflow)
Custom Value Name | Data Type | Possible Values | Description |
Message ID | Text | (any) | Internal ID of the message |
Text | (any) | Formatted transcript, perfect for AI analysis | |
Call Duration | Number | (any) | Call duration in seconds |
Call Direction | Text | inbound, outbound | |
Number | 0-100 | Percentage of total talk time that the user (you) occupied | |
Number | 100-0 | Percentage of total talk time that the contact occupied | |
Recording URL | Text | (any) | Link to the call recording, if available |
Example Transcript
As you can see below, the native transcripts deliver a highly reliable breakdown of who was speaking, and at what time. This makes the transcript far more useful when it comes to AI (or even human) analysis.
0:00 => Account:
Hey there, is this the owner?
0:05 => Contact:
...Yes, this is he? What can I help you with?
0:12 => Account:
Well your GMB listing sucks balls ...so I thought I might be able to help you grow your account, ...would you be interested in that?
0:34 => Contact:
No, no. ...Please never call this number again.
Speaker Talk Times
The speaker talk time percentages should always add up to 100 (as in 100%).
This is a new feature with this app using the native transcripts, since it wouldn’t be possible with the limitations of a third-party transcription.
I included it because I think it’s useful for sales people or sales managers to be able to see how long each person is speaking for.
If you’re not aware, as a salesperson your goal should not be to dominate the conversation. You at least want to be below 50% of the total speaking time.
Example Workflows
Generate a Call Summary
This is perhaps the default and introductory use-case for this app.
View the guide here: How to create a call summaries workflow
Evaluate Lead Quality
This is quite a fun workflow to build! A little bit more finicky than the call summaries, but also potentially much more valuable!
View the guide here: How to use AI to see if a lead booked
Grade Sales Performance
I haven’t built a wokflow for this yet, because nobody has asked me about it. If you are looking to do this, please get in touch!
I’d just need a few sample phone calls and your guidance to dial in the prompt.
Workflow Snapshots
There are two ways to install this app: at the agency level, or at the sub-account level. As such, there are two different apps.
These snapshot work exactly the same, but they have different triggers, and thus different snapshots.
Agency Level Installation: Agency Snapshot
Here’s an article on how you can use this snapshot for all of your clients: How to duplicate a workflow to all sub-accounts
Sub-Account Installation: Sub-Account Snapshot
When you install this snapshot, be careful to only import the workflows!
There is a dashboard, and a few custom (default) fields that can’t be removed. If you import these extra components it may mess up your sub-account configuration.
If you have any touble with importing or setting up your snapshot, feel free to let me know or book a call.
Just note that without the proper permissions, it may not let you import the sub-account snapshot.
Post-Installation Pages
Agency Installation
Sub-Account Installation
Ready to Install?
When you’re ready to install any app, click the link below to be taken through our installation wizard which can help you get it installed!
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