SmartNotes AI

With SmartNotes AI, your team can focus on building relationships and closing deals instead of getting bogged down in tedious note-taking tasks. This powerful tool not only saves time but also ensures that important information is easily accessible and actionable. Increase productivity and efficiency with SmartNotes AI - the perfect solution for busy agents on the go.

SmartNotes AI for Outbound is free for all customers - just reach out to your account manager to implement it in your setup!

What can it do?

As your smart helper on the contact page, SmartNotes AI can be customised to fit your needs -

👉 Can be applied to all campaigns

👉 Can be restricted to certain campaigns, or to campaigns using specified templates

👉 Allow agents to ask questions and receive answers, right on the contact page!

👉 And so much more...

In the following examples, we'll show you the versatility of a simple 'summarise' command.

Here, SmartNotes AI is summarising the narrative of the book The Wizard of Oz.

Summarise notes in a different field

Summarise notes in the same field

Summarise notes in a different language

SmartNotes AI is powered by ChatGPT, which officially supports 58 languages! Here, it translates The Wizard of Oz into Vietnamese.

Display the summary in bullet points

In this example, SmartNotes AI has been prompted to:

Summarise this text in concise bullet points and in Danish

Generate talking points

In this example, the lead has been contacted five times by an agent, so there is a long history in the note field.

For the agent to advance the dialogue in the next conversation, SmartNotes AI has been prompted to:

Provide concise suggestions for the next conversation

From this.....

To this

"7/1/2025: Spoke with Jordan at Acme Corp. He expressed interest in our onboarding platform for streamlining vendor approvals. Currently assessing budgets for Q3. Noted pain point: manual data entry slowing down vendor onboarding. Agreed to share case studies."

 "7/8/2025: Jordan was appreciative of the case studies—esp. WidgetCo example. Needs an ROI calculator for pitch to finance team. Emphasized data security as a top concern. Requested more technical specs before next meeting."

 "7/13/2025: Quick chat w/ Jordan + their IT manager. Questions re: API compatibility with legacy systems (“Can you integrate with Oracle 11g?”). Sent API doc. Noted that SSO isn’t a must-have, but would be ‘nice to have.’"

 "7/16/2025: Jordan sounded more comfortable today, joked about their marathon onboarding. Said our faster approval workflow could be a ‘game changer’. He’s waiting for green light from procurement; expects decision in 2 weeks."

 "7/21/2025: Jordan confirmed internal approval pending. Reiterated preference for annual contract (better for budgeting). Flag: Competitor Demo set for next week. Sent tailored comparison sheet. Scheduled check-in for 7/29."

Here are some concise suggestions for your next conversation with Jordan:

1. **Follow-Up on Procurement**: Ask if there have been any updates on the green light from the procurement team since your last discussion.

2. **Discuss the Competitor Demo**: Inquire if Jordan has any specific concerns or criteria for comparing your offering against the competitor’s demo.

3. **Review Technical Specs**: Offer to clarify any technical specifications or address any lingering questions they might have regarding API integration or data security.

4. **ROI Calculator**: Ensure that Jordan has received and reviewed the ROI calculator, and ask if he needs further assistance in presenting it to the finance team.

5. **Address Annual Contract Preference**: Prepare to discuss how an annual contract can benefit both parties, including potential discounts or added value.

6. **Schedule the Next Steps**: Confirm the next steps and establish a timeline for any decisions, particularly post-competitor demo.

7. **Express Enthusiasm**: Reinforce your excitement about potentially partnering and how your onboarding platform can alleviate their current pain points.

8. **Gather Feedback**: Ask for any feedback on the materials shared so far, including the case studies and comparison sheet.

Preparing these points will foster a successful and productive conversation with Jordan.