What is agreed by phone is put in writing straight away
After the call, AI organises the decisions, responsibilities and dates, then creates a draft confirmation message.
Change to the event date and scope
The customer confirmed 80 participants, moved the event to 12–13 November and asked the hotel for two dinner options.
Summary and email draft
AI prepares a written confirmation of the conversation without adding details that were not mentioned during the call.
- event decisions and details
- tasks assigned to the right party
- date of the next contact
From transcription to clear agreements
The module identifies the specifics needed in sales: decisions, figures, dates, responsibilities and open questions. It does not replace the conversation or interpret silence as agreement.
Recognises agreements
It separates decisions and confirmed details from loose ideas and topics for further discussion.
Organises tasks
It identifies who should prepare the material, when to follow up with the customer and which questions remain open.
Creates a confirmation
It prepares a summary email draft in a tone consistent with the hotel’s standards.
How does a conversation become concrete action?
Receiving the recording
The module receives a recording and transcript from the agreed telephony source.
Separating speakers
It identifies the speakers and finds sections containing relevant information.
Organising agreements
It groups decisions, tasks, dates, gaps and next steps.
Message for approval
It creates a concise email that the sales representative can edit before sending.
Only agreements present in the conversation
The recording or a reliable transcript remains the source of truth. If a statement is unclear, the system flags it for checking instead of creating a definite fact.
What does AI use?
- conversation recording or transcript
- speaker separation
- contact and current enquiry details
- approved hotel terminology
What does the team receive?
- list of decisions, tasks and dates
- open questions requiring clarification
- summary email draft
The employee confirms the meaning, not just the transcript
A transcript may contain an error or an ambiguous statement. The sales representative therefore checks the summary and always approves the message sent to the customer.
The sales representative can correct the summary and message draft, omit irrelevant sections and always approve sending.
The module does not record or conduct calls, send messages or automatically save agreements in the CRM.
Every conversation ends with a clear summary
The customer and sales representative can refer to the same brief summary.
Responsibilities and dates do not disappear into private notes after the conversation.
The sales representative starts with a ready-made structure and focuses on checking the meaning.
The recording and transcript start the process
The source may be an agreed telephony system providing a recording or transcript. Email is used to present the summary to the employee.
Related process elements
Frequently asked questions
Can the module work without a recording?
It needs a recording or a reliable transcript provided by the telephony system.
Can it recognise who said what?
Yes, if the source transcript allows the speakers to be separated.
Does the customer automatically receive the summary?
No. The message always waits for checking and approval.
Can agreements be added to the CRM?
Yes, but they are added by a separate CRM Completion module.