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Call Recap Agent

Call Recap Agent
Agent
Breeze
Beta

Call Recap Agent

Transforms call transcripts into notes and follow up emails.

Built by

HubSpot

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Overview

Call Recap Agent Run UI

1/1 - Call Recap Agent Run UI

Instantly turns any call transcript into concise CRM notes and an follow-up email, auto-logging the notes to the correct HubSpot company record and embedding helpful support-doc links—so CSMs and reps can move on to the next deal in minutes.

Features

Documentation Lookup

Documentation Lookup

Searches public knowledge-base articles mentioned on the call and embeds hyperlinks.

Key moments

Recaps key discussion points

Never forget key moments.

Creates list of requests

Lists unanswered questions & feature requests

Feature requests and questions won't fall through the cracks.

Personalized sign-off

Personalizes greeting, sign-off, and “next-steps” language.

Personalize recap email to your own tone.

Agent Functionality

Tools

Tools can help the agent complete tasks, like researching, summarizing, or generating content.

Create note with agent
Populate one-to-one email with a draft
Crawl single webpage

Pricing

More info

DetailsSupportLegal
DetailsSupportLegal
Built by

HubSpot

Categories
Account Based Marketing
Calling

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