Never Miss a Detail Again

Meeting transcription & summary

Auto-transcribe, summarize, and extract action items from every sales meeting with AI, making follow-ups and coaching effortless.

See it in action

summarize and extract action

The Meeting Memory Gap

After a call, reps spend hours listening to recordings or scribbling notes, missing key details. Managers lack reliable summaries and struggle to coach their teams based on anecdotal evidence, not data.

Every sales meeting with AI

Key Features

AI-Powered Transcription

Provides industry-leading accuracy in speaker identification, multi-language support, and time-stamped transcripts.

AI-Generated Summaries

Instantly creates clear, concise overviews of key topics, decisions, objections, and action items for every call.

Automated Action Item Extraction

Detects commitments and assigns follow-up tasks directly in your CRM or workflow tool.

Use Cases

Use-Cases for Meeting transcription & summary

Enterprise SaaS Seller

Reduced admin time for post-call notes by 90% and improved the quality of CRM notes, driving a 15% lift in follow-up effectiveness.

Consulting Firm

Used meeting summaries to train new reps, boosting onboarding speed and performance.

Real Estate Brokerage

Extracted action items and deadlines from client calls, resulting in a 25% improvement in deal close rate.

More Agent Template

Meeting scheduling with AI negotiation

Negotiates meeting times based on availability, timezone, and urgency.

Pre-Meeting Research Bot

Gathers lead/company info before meetings for better engagement.

Meeting Summary Agent

Summarizes meeting notes, decisions, and action items.

Competitor price monitoring & alerts

Tracks competitor pricing and sends alerts for strategic adjustments.

Daily Action Summary Bot

Sends daily summaries of tasks, meetings, and priorities.

Weekly Sales Summary Email

Sends weekly summaries of sales activity, outcomes, and pipeline movement.

Voice note → Lead creation

Transcribes voice notes and creates structured lead entries with tags and reminders.

Sentiment analysis on calls

Analyzes call transcripts to assess sentiment, urgency, and objections.

Upsell/Cross-sell Agent

Identifies upsell and cross-sell opportunities based on customer data.

Stage Movement Bot

Moves leads through funnel stages based on activity and engagement.

Inbound Lead Capture Bot

Captures and qualifies inbound leads from web forms, chat, and email.

Hot Lead Notifier

Sends instant alerts for high-interest leads based on scoring and behavior.

Extract action items

Value Proposition

Spend zero time on manual note-taking

Improve action item follow-through

Get bulletproof accountability for deals and coaching.

Ensure every stakeholder is informed after every meeting.

FAQ

How does the agent get access to my WhatsApp chats?

You can connect it to a WhatsApp Business API number or simply forward specific chats to the agent’s dedicated number or email address.

Does it read all of my chats?

No. You have full control. It will only process the specific chats or messages that you explicitly forward or send to it.

Can it assign tasks to different people?

Yes, you can include simple commands in your forward (e.g., “@teammate, please handle this”) to direct the task to the right person.

What if a chat contains multiple action items?

The AI is smart enough to identify and create separate tasks for each distinct action item it finds.

Is the communication between WhatsApp and the agent secure?

Yes, all data is transmitted using end-to-end encryption.

Automate with AI

Start your free trial today.

Don’t let your work get lost in your chats. Turn every conversation into an action. Activate your WhatsApp Task Agent now.

CRM Software has this features:

Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.

Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours

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