Docs / AI Copilot (on-request)

Analyze & process calls

Paste call notes or a transcript to extract sentiment, action items, and risks — optionally turning them into Timeline entries and Actions.

Analyze & process calls

Two related on-request tools:

• Analyze call — paste rough notes or a transcript and get back sentiment, a "moment" score, action items, and risk flags, without changing any data.
• Process meeting — same analysis, but it also logs a Timeline event and creates Actions/tasks for the action items (and a Risk Action if warranted), so a good conversation turns into tracked work in one step.

Both are grounded in the account context you're viewing.

More in AI Copilot (on-request)

• AI Copilot: what it is and where to find it
• Account brief (pre-call intelligence)
• Churn narrative (why is this account at risk?)
• Draft email
• AI next actions
• Relationship intelligence
• Usage narrative
• AI goal proposer
• Natural-language automation builder
• CSM chat copilot

← Back to AI Copilot (on-request)