Logo - Full (Color)

Call Recap Agent

Build

Call Recap Agent-icon
Agent Template

Call Recap Agent

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

HubSpot

Installs
<10 installs
Sign in to add

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.

Populate one-to-one email with a draft

Pricing

More info

DetailsLegal
DetailsLegal
Built by

HubSpot

Installs
<10 installs
Categories
Account Based Marketing
Calling

Feedback

Share your thoughts to help improve this agent's performance and capabilities.

Sign in to provide feedback
HubSpot solutions partner illustration
Need more help?

Build a custom solution with help from a HubSpot solutions partner.

Connect with HubSpot solutions partners for any business need.

Find a partner