Advanced Call Transcripts & Summaries
Outbound Message Triggers
Advanced Call Transcripts for WorkflowLearn how to use workflows to evaluate the status of your leads and move them through the pipeline.
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 is some documentation…
This app builds on the process from How to store contact conversation history
Branching ifs - Check each time if a lead is within that pipeline step or further down the pipeline
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