PR-4052 · Live
Call Capture
After every call, the key notes are already written, the right records are already tagged, and the follow-up tasks are already queued. Call Capture reviews the conversation and handles the post-call paperwork, so the representative can move straight to the next caller.
The promise
The two minutes spent after every call updating records and logging tasks are already done before the representative hangs up. The notes are written, the record is tagged, and the follow-up task is queued with the right due date. The representative moves to the next caller with the last call already documented.
How it works
The path from input to value.
- 01
The call is analyzed
When a call ends, Call Capture reviews the conversation to understand what was discussed, what was promised, and what needs to happen next.
- 02
Notes are written
The relevant details from the conversation are written as structured notes against the customer, location, and job records.
- 03
Records are tagged
Call Capture applies the configured tags to the right records automatically, with no manual categorization needed.
- 04
Follow-up tasks are logged
Any action items surfaced in the call are created as tasks for the representative, already tied to the right record and due within the configured timeframe.
The day before. The day after.
Same moments. Lived differently.
First hour of calls. Between each one the representative writes notes, tags the record, and creates any follow-up tasks before the next call rings.
8:00 AMFirst call ends. The notes are already written to the record, the tags applied, and a follow-up task created with the right due date. The representative moves to the next call.
8:00 AMBefore
First hour of calls. Between each one the representative writes notes, tags the record, and creates any follow-up tasks before the next call rings.
After
First call ends. The notes are already written to the record, the tags applied, and a follow-up task created with the right due date. The representative moves to the next call.
Call volume picks up. Post-call documentation starts slipping. Notes get written from memory, and some calls get no tags at all.
10:30 AMCall volume picks up. The documentation keeps pace on its own. Every call closes clean.
10:30 AMBefore
Call volume picks up. Post-call documentation starts slipping. Notes get written from memory, and some calls get no tags at all.
After
Call volume picks up. The documentation keeps pace on its own. Every call closes clean.
End-of-morning backlog. Four calls still need notes. The representative works through them between incoming calls.
1:00 PMNo backlog. Every record current. The representative works the afternoon queue without clearing a morning backlog first.
1:00 PMBefore
End-of-morning backlog. Four calls still need notes. The representative works through them between incoming calls.
After
No backlog. Every record current. The representative works the afternoon queue without clearing a morning backlog first.
Three follow-up tasks that should have been created at call close were not. Caught in the end-of-day review, and two are already overdue.
4:30 PMEnd of day. Every follow-up task was created at call close. Nothing missed, nothing to catch up on.
4:30 PMBefore
Three follow-up tasks that should have been created at call close were not. Caught in the end-of-day review, and two are already overdue.
After
End of day. Every follow-up task was created at call close. Nothing missed, nothing to catch up on.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×Creates and assigns follow-up tasks but does not complete them; the representative works them.
- ×Reviews calls after they end, not live during the conversation.
- ×Does not score or evaluate representative performance from call content.
- ×Sends no outbound communication to the customer based on what was said on the call.