Easy attach · What to sayEasy attach · What to saySay these three, send the handout, and get them looking at their own conversations. Nobody has ever bought this from an explanation.
Hang up, and the summary is there. Every promise made in the conversation becomes a task with an owner, a due date and a status, and it can be assigned to anyone in the business.
An upset customer, or a customer threatening to leave, reaches whoever you choose within minutes of hang-up, with the summary and the evidence attached.
Volumes, the topics coming up most and what is rising this week. Click any of it and land in the conversations underneath.
Captured and assigned. Seen in minutes. Visible across the business. That is the entire pitch.
This is the difference between us and every AI note taker on the market. Lead with it.
True and specific. They will test it in the first week.
The biggest difference between you and everyone else selling AI.
Their first worry is retraining staff. Take it off the table early.
Signals an add-on, not a project.
Alerts come within minutes of hang-up, never during the conversation. Say the true thing.
It surfaces and it notifies. It never routes a conversation, takes an action or decides anything on its own.
What is included is a set of prepared questions across the organization. Free text search is not in it.
Not included. What is included is scoped to the individual. Team views are an upgrade.
Follow-ups are captured and assigned, not done. Never describe work the customer still has to do as completed.
Alerts arrive within minutes of hang-up. Summaries and the business-wide view land the same business day. Never swap them and never call either one real time.
Two alert triggers, Upset Customer and Customer Threat, to one group. Summaries and tasks scoped to the individual. The account as one pool, with prepared questions. Overstating this is what causes churn later.