If you use your CRM’s AI tools to help with customer communication, having the full picture matters. With access to call transcripts alongside past conversations, the system can better understand what a customer asked about, what concerns they shared, and what kind of follow-up makes sense next.

📌 Why This Matters

When a customer calls your business, important details often get shared that never make it into a note or message thread. Giving your CRM access to call transcripts helps it respond with better context, create more relevant summaries, and support your team with follow-ups that reflect what was actually said. The added feedback option also gives you a simple way to point out when a result was helpful or when it missed the mark, so your setup becomes more useful over time.

✨ What’s New

• Call transcript access: Your CRM’s AI agent can now use a contact’s past call transcripts automatically when you reference them in your prompt, helping it summarize concerns, understand prior discussions, and respond with more context.
• More complete customer history: The agent can use both previous chat conversations and call transcripts, giving it a broader view of each customer interaction.
• Feedback inside execution logs: You can now leave structured feedback on each AI run, including what worked well, what went wrong, and any important details you want captured.
• Reliability improvements: A number of fixes were made to improve consistency and the overall experience.

🛠️ How to Use It

1. Step 1: Open your CRM’s AI agent setup or prompt area where you define what you want it to do.
2. Step 2: Add a simple instruction that tells the agent to use the contact’s call transcripts when relevant, such as asking it to summarize concerns or review previous phone conversations.
3. Step 3: Use the agent for follow-up tasks like drafting replies, preparing your team before a callback, or summarizing what a customer needs.
4. Step 4: Review the execution logs after a run and submit feedback if the result was especially helpful or needs improvement.
5. Step 5: Use what you learn to fine-tune prompts so future responses better match how your business talks to customers.

💡 Pro Tip

Use call transcript summaries before returning missed calls so you can respond faster, sound more prepared, and turn more inquiries into booked jobs or sales.