Advanced Call Transcripts & Summaries
Advanced Call Transcripts for WorkflowLearn how you can use AI to generate and edit a followup email to send to your contacts after a phone call.
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.
System Overview & Demo
To get this system working, you’ll need to install either
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.
Workflow Snapshot
To install this system as a snapshot, just install one of the apps above then follow instructions to import the snapshot! If you use
Custom Fields
This system requires that you have the following four contact custom fields. You can create a folder to store these as shown in the video for better organization.
Generated Email Body
Multiline
This is the body of the email that you’re going to be sending to the contact if you confirm it.
Email Update Prompt
Multiline
This is the box where you can enter a prompt in order to update the email body using ChatGPT.
Last Call Transcript
Multiline
This will hold the transcript of the last completed phone call so that you can use it when updating the email with ChatGPT (for more context).
Confirm & Send
Checkbox
This will be a list of checkboxes to Confirm & Send the email as any user. You can add multiple check boxes for each user that you want to send as.
Workflows
Generate Initial Email
This workflow uses the call transcript in order to generate an initial followup email.
Customize Email
This workflow feeds in our call transcript, generated email, and a prompt to update the email in order to change the email how you need.
Confirm & Send Email
This workflow fires when we check one of the boxes in Confirm & Send to send the email with a custom signature.
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!
Frequent Questions
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Need to Get in Touch?
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.