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Call Recap Agent

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Agent
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Call Recap Agent

Transforms call transcripts into notes and follow up emails.
Built by

HubSpot

Installs
4K installs

Overview

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.

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

Pricing

More info

Built by

HubSpot

Installs
4K installs
Categories

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