AI Call Processing: How CoPilot Enhances CRM Efficiency

Introducing CoPilot, your personal AI assistant now available in CRM. With CoPilot, your sales agents can streamline their call processing and save valuable time on repetitive tasks.

Let's take a look at how CoPilot enhances the after-call sales process. Without CoPilot, you would typically have to listen to the call recording, identify important details and manually enter the data into the deal form (e.g. like payment method or delivery address). But with CoPilot, it becomes much simpler.

Here's how CoPilot can assist you:

1. Transcribe call recordings: No more wasting time listening to entire calls. CoPilot transcribes the conversation, allowing you to quickly find the necessary information in the transcript text.
2. Create a call summary: Get a concise overview of the conversation, helping you remember key details and prepare for future calls.
3. Automatically populate CRM fields: CoPilot utilizes phone call data to automatically fill in relevant fields in the CRM entity form, reducing manual data entry.

These are just a few examples of how CoPilot can improve your daily routine. Its AI capabilities can also streamline tasks, provide valuable insights, and enhance customer engagement, ultimately driving sales efficiency.