Advanced Call Transcripts & Summaries
Advanced Call Transcripts for WorkflowLearn how to analyze a call transcript in order to automatically assign a name to a contact.
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.
This workflow builds upon the example set in How to use AI to see if a lead booked, and uses either of the apps
Here is a video explaining how it works:
In order to get the snapshot, you can simply install one of the apps mentioned above, and import the snapshot to your agency.
Then just follow the guide for How to duplicate a workflow to all sub-accounts so that you can get things properly configured for your business type.
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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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If you have any questions, concerns, or ideas, I’d love to hear them!
Visit the page below to book a call or get in touch right away.