The Follow Up interaction is designed to help sales teams efficiently manage follow-up tasks after customer calls. It generates detailed follow-up documents from call transcripts, summarizing key discussion points, listing action items, and ensuring that no critical details are overlooked. This interaction streamlines post-call activities, reducing the time and effort required to prepare follow-up communications.
Recommended Knowledge Base:
To optimize the performance of the Follow Up interaction, it’s important to include:
Product Documentation: Detailed descriptions of your products, including features, specifications, and use cases.
Technical FAQs: Frequently asked questions and their answers, particularly those that come up often during sales calls or customer support interactions.
Internal Wikis: Any internal documentation that outlines processes, policies, or detailed product information.
How to Use the Follow Up Interaction:
Formulating Prompts:
Paste an entire call transcript into the input modal. Short and sweet. Most of the call recorder tools allow you to see and copy a call transcript directly from the browser.Expected Output:
The Follow Up interaction will produce a comprehensive follow-up document that includes a summary of the key points discussed, any agreed-upon next steps, and any additional information that may be relevant to the customer. It will contain all the source links used to formulate the response. Generally, we recommend using this output as a first draft of a follow up email to get a head start, then trimming and adjusting it as you see fit.Tuning and Iterating:
If the output needs further refinement, you can provide additional context or specific instructions within the same thread. The Follow Up interaction will adjust its response based on the new information, ensuring that the final document meets your expectations.