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4 min readBasicAgentManagerAdmin

What AI does for you on every lead

A customer summary, a call script, a win-chance score, post-call coaching and follow-up tasks — automatically.

There's no switch. AI works in the background on every lead and updates after each call, message or email.

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Steps

  1. 01

    Before the call: understand and prepare

    • What to know — who, what matters, what they want, and the Main blocker.
    • What to say — an opening script.
    • Close chance — a 0–100 score; hover to see why.
  2. 02

    After the call: summary and coaching

    With a phone system: the call is transcribed and summarised on the timeline, and your Personal coach gives feedback — what worked, what to change, missed opportunity — plus objection answers.

    Tip: A negative call may trigger a "call at risk" alert for managers.
  3. 03

    Plus: tasks and reminders by themselves

    • Customer said "call me tomorrow"? You'll see a callback offer with Set reminder.
    • Agreed a next step? An automated task appears.
    • On Tasks — Smart reply suggestion drafts a WhatsApp/email.

Questions

AI got it wrong.

It recommends — you decide. Fix the status, dismiss the task, add a note; better history improves the next summaries.

Which language does AI write in?

Per company settings: "AI insights language" and "Call transcription language".

Is there a limit?

AI processing counts against a monthly plan quota; admins see usage in company settings.