Learn how to use ChatGPT to create followup tasks with your leads automatically.
Learn how to create a workflow that uses ChatGPT to summarize every inbound/outbound phone call.
You can now easily integrate your favorite note taker with Streamlined to get video call notes automatically inside of the dashboard.
The Custom Events API allows you to capture timestamped data for specific events, like “Offer Made”, “Payment Received”, “Tag Added”, etc.
Learn how you can use AI to generate and edit a followup email to send to your contacts after a phone call.
Learn how to set up a workflow using ChatGPT that analyzes phone calls to figure out if a lead booked or not.
We’ve improved the data reliability for Streamlined, to ensure you have the right data at the right time.
It’s possible to automate sending the transcript from your note taker to Streamlined Analytics, here’s how.
Learn how you can automatically track cash collected percentages from your sales team.
This workflow allows you to extract website information about your prospects, so you can know more about your customers without the added effort.
Learn how to collect partial submissions when someone doesn’t finish booking an appointment (for free!)
Learn how to analyze a call transcript in order to automatically assign a name to a contact.
Learn how to duplicate and sync a workflow across all of your sub-accounts.
Learn how to use workflows to evaluate the status of your leads and move them through the pipeline.
Learn how to create a field that stores a contact’s entire conversation history.