Sales use case
Build an AI agent that turns calls into CRM-ready notes
Every recording summarised, objections extracted, next steps logged — without a rep typing a single note after the call.
Works with
Works with the tools your team already uses
0 min
of post-call note taking
Same day
CRM updates
Every call
analysed, not just the ones reviewed
How the call analysis agent works
Fetch the recording
New calls are picked up as soon as the transcript is available.
Summarise
A structured recap: context, needs, objections, commitments, next steps.
Extract signals
Competitors mentioned, budget hints, risks and buying-stage indicators.
Write it back
Structured fields into the CRM and a short recap into the deal channel.
What makes it different
Structured, reportable notes
Fields you can filter on, not paragraphs nobody reads.
Objection library
Recurring objections aggregated so enablement can respond.
Coaching signals
Talk ratio, discovery depth and follow-up quality across the team.
Follow-up drafts
A recap email ready to send within minutes of hanging up.
Ask it anything
No workflow builder to learn. Talk to the agent the way you'd brief a colleague, and watch each step of its work in the thread.
Summarise yesterday's calls and log next steps in the CRM.
What objections came up most this month?
Draft the follow-up email for this call.
Which deals mentioned a competitor in the last 30 days?
Everything the agent needs, built in
Isolated connections
Each user connects their own accounts — nothing is shared unless you say so.
Model choice
Pick fast, balanced or deep-reasoning models per agent and switch any time.
Triggers and schedules
Run on a schedule, on a new email or from a webhook — no babysitting.
Governed by default
Role-based access, audit logs and usage limits across the workspace.
Common questions
Which meeting tools work?
Any recording source you can connect, including Zoom.
Who can see the summaries?
Access follows your workspace roles and the agent's sharing settings.
Explore other use cases
Build your call analysis agent
Connect your tools, start from a template and have it running in an afternoon.