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Smart Call Summary
Sync Smart Call Summary with CRM
Sync Smart Call Summary with CRM

Rafiki generated notes pushed to the CRM opportunity

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a week ago

Auto-generated GPT Powered Smart Call Summary from each meeting are automatically synced to the CRM if the meeting has been associated with an opportunity. A topic-specific summary is generated from the meeting transcript.

Additionally updating notes from the notes tab in the meeting pushes the notes to the CRM opportunity

Sync notes to CRM

The notes tab provides a rich-text editor apart from the Meeting > General tab allowing the capability to directly add text from the transcript as well.

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