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How to automatically generate emails from a completed phone call

How to automatically generate emails from a completed phone call

Related Apps
Advanced Call Transcripts & SummariesAdvanced Call Transcripts & SummariesAdvanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow
Description

Learn how you can use AI to generate and edit a followup email to send to your contacts after a phone call.

Status
Featured
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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.

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TELL ME MORE

System Overview & Demo

To get this system working, you’ll need to install either Advanced Call Transcripts & SummariesAdvanced Call Transcripts & Summaries or Advanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow. You can learn about which app to choose below.

Which Transcripts App to Choose

You may be confused after seeing two similar apps on this site: Advanced Call Transcripts & SummariesAdvanced Call Transcripts & Summaries and Advanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow.

The main difference is that Advanced Call Transcripts & SummariesAdvanced Call Transcripts & Summaries uses the built in (native) call transcripts, while Advanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow uses an external API to generate a transcript.

This gives Advanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow a few distinct advantages:

  • 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 Advanced Call Transcripts for WorkflowAdvanced Call Transcripts for Workflow then your workflow may look slightly different than shown in the video, but the snapshot will have the working version.

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.

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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.

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Email Update Prompt

Multiline

This is the box where you can enter a prompt in order to update the email body using ChatGPT.

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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).

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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

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Generate Initial Email

This workflow uses the call transcript in order to generate an initial followup email.

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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.

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Confirm & Send Email

This workflow fires when we check one of the boxes in Confirm & Send to send the email with a custom signature.

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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!

Get Started →

Frequent Questions

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Do you offer custom development work?

Yes and no. If you’d like to get in touch with me and talk about a project, I’d love to help and give you some pointers! But in general, I don’t do any bespoke work.

The only cases where I do work for someone else are when I see a need for a marketplace app.

So if your product seems like it would have a wider appeal than just yourself, I might build it for the marketplace, and you can help to guide the direction of the product!

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Should I install your app at the agency level or location level?

For the most part, all of my apps have two versions.

One of these is installed at the agency level, and it allows you to install multiple locations at a time.

One benefit of this is that when you choose to install an app on all of your locations, you’ll be offered the option to “Enable Automatic Future Installation.”

With this enabled, any time you create a new sub-account the app will be automatically installed. Very useful if your snapshot includes any triggers or actions from the app.

It’s worth noting though, that you can only install apps on the $297/month or $497/month plans.

If you’re on the $97/month plan, then you’re only able to install apps on a single location at a time.

This means payment will be charged to the card listed on that sub-account, and you won’t be able to duplicate workflow functionality to other sub-accounts without purchasing the app there as well.

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What’s your support like?

If you have a question, concern, or comment, I’m right here.

You can give me a call and get right on the phone with the person who built the app, and actually knows how it works.

Just know that when calling before 8 AM pacific, I’m usually still asleep so I might miss it!

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How do I install your app?

To install any of the apps, there’s a form that will help you get to the right page, since that’s the only way to install a private app.

Find the app that you want to install, and click the link for a tally.so form which will redirect you to the right app marketplace page depending on the install type (agency/sub-account), and from there you can hit “Install” and select your plan.

For newer apps, it’s helpful to not have this long wait step so I can improve the app as it finds more use cases.

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Do you offer a free trial?

Yes, most apps offer a free trial of at least 7 days

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Can I request a feature or product?

Absolutely! My ears are open for new product and feature ideas!

If you have one you’d like to discuss, please use the contact info below to reach out or set up a quick meeting!

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Are there any usage limits on your apps?

For the most part, no.

I try not to design apps that have a strict usage limit or pricing tiers since I think it makes the buying process overly complicated, and degrades the user experience.

Instead, my apps are either a flat monthly fee, or rely on a third-party pay-as-you-go service such as Twilio or OpenAI (ChatGPT).

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Can I use your app on multiple accounts?

Yes, for apps installed at the agency level, you can install the same app across multiple sub-accounts.

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How do I uninstall the app?

To uninstall any app on the marketplace, you can select “Marketplace” from the left sidebar, then “Installed Apps” at the top of the screen.

If you don’t see the app you intend to uninstall, make sure you’re at the agency level if it’s installed there, or in the specific location where the app is installed.

Once you click on the app, at the top right of the screen you should see a button that says “Uninstall”

Uninstalling the app should cancel your paid subscription if there is one.

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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.

Get in Touch →