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Calls become structured summaries and meetings go out as calendar invitations, both filed on the lead.
What a salesperson needs from a call is rarely the whole recording.
Outcome, commitments, next step and objections, recorded for every call.
Each call carries a summary in four parts: the outcome, the commitments made, the next step, and the objections raised.
The full transcript stays for disputed commitments or quoted prices.
The full transcript is kept for when the exact words count: a disputed commitment, a price someone quoted.
Recordings can be deleted; transcript and summary stay on the record.
Recordings can be deleted to free space. The transcript and summary stay on the record after the audio is gone.
Meetings go out from the salesperson's own Google or Outlook calendar with a Meet or Teams link, and AI proposals wait for approval.
A meeting with a lead is sent as an invitation from the salesperson's own calendar: Google Calendar with a Google Meet link, or Outlook with a Microsoft Teams link. The meeting also appears on the lead's timeline in Desk, with the agenda the guests see.
Meetings can be rescheduled or cancelled from Desk, and the invitation updates accordingly. If an AI assistant proposes the meeting, nothing is sent until a person approves it under Approvals in Desk. You can see each proposal's state there: awaiting approval, sent, rejected, failed or expired.
Calls, meetings and tasks are logged on the account with a due time.
Calls, meetings and follow-up tasks are logged as activities on the account with a due time, so they appear in the right person's list and in the deal history.
Block lunch, a flight or focus time; overlaps are allowed and reported.
Lunch, a flight or focus time can be blocked on the calendar with no customer attached. The person then shows as unavailable on the team view and on booking pages. Overlaps are allowed and reported, because a double-booked hour is sometimes real.
Move tasks and meetings when plans change without creating a second record.
Tasks and meetings can be moved when plans change, without creating a second record.
Call summaries can go to the AI assistant, and meetings and calls move deals along the pipeline.
Call summaries are one of the jobs Desk can hand to an AI assistant. Meetings and calls move deals along the CRM pipeline. For WhatsApp conversations feeding the same records, see our WhatsApp CRM automation service service.
Google Calendar, with a Google Meet link, and Outlook, with a Microsoft Teams link. The user connects their own calendar.
No. Invitations proposed by the AI wait in Approvals until a person approves them.
Audio can be deleted to free space. The transcript and the structured summary remain on the record.
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