Schedule follow ups after sales calls
Turn every call transcript into next steps with an AI sales assistant that assigns the right experts, books follow up calls, shares relevant documentation, and sends automated follow up emails to keep your sales follow up process moving.
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At a set schedule [e.g. every 15 minutes, daily], retrieve new call transcripts from [call recording and transcription platform, e.g. Gong, Chorus, Zoom]. An AI agent pulls the transcript and identifies the outcomes and next steps. It decides which resources to assign, such as a solutions architect for a technical demo, by checking [team/resourcing directory], checks availability and schedules the follow up call with the prospect using [calendar/scheduling tool, e.g. Google Calendar, Calendly], searches [product documentation repository], [internal knowledge base], and [internal communication platform, e.g. Slack, Microsoft Teams] to answer open questions, then sends a summary to the rep via [internal communication platform] and to the prospect via [email platform].
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Problem
After sales calls, sales reps lose significant time listening back to recordings, manually extracting decision criteria and next steps, and coordinating follow up actions across disconnected systems. As deal volume grows, this manual process causes delayed follow ups, missed action items, and inconsistent handoffs between sales and technical teams, creating friction at the most critical stages of the deal cycle.
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Solution
When a sales call ends and its transcript is available in the call recording platform, an AI agent pulls the transcript and identifies the outcomes and next steps. It decides which resources to assign, such as a solutions architect for a technical demo, checks availability and schedules the follow up call with the prospect, searches product documentation and internal channels to answer open questions, then sends a summary to the rep and the prospect.
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Impact
Deals keep moving after every call with next steps owned and the right experts involved, instead of stalling on delayed follow ups and forgotten commitments.
Benefits
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Faster deal progression
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Consistent technical handoffs
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Fewer missed action items
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Increased rep selling time
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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