Learn how to analyze a call transcript in order to automatically assign a name to a contact.
This workflow builds upon the example set in How to use AI to see if a lead booked, and uses either of the apps Advanced Call Transcripts & Summaries or
Advanced Call Transcripts for Workflow.
Here is a video explaining how it works:
In order to get the snapshot, you can simply install one of the apps mentioned above, and import the snapshot to your agency.
Then just follow the guide for How to duplicate a workflow to all sub-accounts so that you can get things properly configured for your business type.
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