AI Notes for Multiple Picked Up Calls, Parked Calls, and Conference Calls
Significance: To be able to notate calls on AI for these features:
- Multiple picked-up calls in one instance. (First call when second call is picked up should still be included in the AI Notes)
- Calls placed on park and picked right back up should still be included in AI Notes.
- Conference calls or calls with multiple parties should also be picked up by AI Notes.
2
votes

-
Ted commented
I love the AI notes feature. However, my salespeople always add a consultant to the call (three-way call) once they get a prospect on the phone. Unfortunately, this terminates the AI notes feature, which renders it useless for the most important part of a call.