Transcript Page — Playbook AI
To test our hypothesis, we created the following MVP to check if it would solve the problem of updating the CRM after a call.
During the call, Sales saw bullet points of questions to ask the interlocutor. After the call, they could immediately update the CRM or go to this page and edit the information that would be entered into the CRM.
The transcript identified the speaker and the text, mapped them with fields in the CRM, and suggested updates. It was also possible to interact with an AI Assistant, which could find some information or make a brief report on how well the call went and whether the salesperson covered all the bullet points.
ai assistant
call recorder
crm
design
desktop
mvp
nlp
pitch
platform
playbook
player
sales
transcript
ui
ux
video call
web
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Posted on
Mar 11, 2024
More by Alex Shelvey View profile
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