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Deliver Results Faster with AI Smart Notes
Grow your pipeline, close more deals, and enhance customer satisfaction by removing repetitive tasks with AI Smart Notes. Leverage AI-generated to save up to 20 minutes and make 6 more calls each day while lowering annual costs per agent by $1.24k.
3 Reasons to Use CloudTalk’s AI Note Taker
Topic Extraction
Automatically identify and track key updates, action items, decisions made, and questions, among other information, from each call with smart note-taking.
Task Automation
Save up to 70 seconds on each call and give your agents an extra cumulative 20 minutes each day to focus on key objectives with AI meeting notes.
Cost Saving
Take advantage of the collective time and cost savings offered by AI call notes to free up an additional $1.24k per agent to fuel your revenue-making initiatives.
"With CloudTalk's Analytics I now get to see every step of the way. We can find discrepancies between our agents and gain a much better understanding of our teams' setup."
Nelly Donnelly Service Delivery Manager
See customer story
"CloudTalk improved our team's cost and efficiency. The script feature allows us to lead the calls in a much more systematic way, as well as all the action buttons to trigger actions directly into our backend."
Yohann Bensadoun Global Supply Growth
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"Our call volume tripled in only 2 years, from around 10,000 calls to 30,000 per quarter and with CloudTalk, we can now handle all of this communication easily. It was an excellent choice."
Frederico Lopes Head of Customer Service
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"We have seen a significant increase in our outbound call volume since we started using CloudTalk and we can now reach out to more prospects and customers than ever before."
Elay Sasson Call Center Manager
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"CloudTalk’s AI has cut our call quality analysis from 2 hours to 20 minutes daily and reduced mis-targeted leads by 24%, allowing us to focus on strategic growth."
Sara Konickova Sales Ops Manager
See customer story
What Are AI Smart Notes?
Imagine never having to take notes during calls again! CloudTalk’s powerful Conversational Intelligence captures and analyzes every call in real-time. Using advanced voice recognition, it understands the context and key points of your calls.
AI then generates detailed call notes, including action items, decisions, important dates, deadlines, and potential risks. Stay on top of every conversation effortlessly so you can focus on what matters most – getting things done.
How Do AI Smart Notes Work?
As mentioned, CloudTalk’s’ AI Smart Notes record calls and then use natural language processing (NLP), machine learning (ML) algorithms, and voice transcribers to “understand” what was said throughout the call and identify key information.
The system then creates AI-generated notes and divides them into six specific categories before logging them in the Call Detail page in your Analytics. Here, the AI notes summary can be revisited at any time to inform your agent’s next steps.
What Are the Key Benefits of AI Smart Notes?
Boosts Strategic Decision-Making
AI Smart Notes give your team instant access to key call insights like risks and decisions. This enables faster, more informed decision-making, reducing time spent piecing together details. Focus more on strategy and less on data retrieval.
Ensure Accountability and Follow-Through
Every decision and action item is automatically captured, ensuring no follow-up is missed. AI Smart Notes keep your team on track with clear, categorized records. This means better client satisfaction through consistent follow-up.
Enhance Cross-Team Collaboration
AI Smart Notes provide a shared source of truth across departments, ensuring smooth handovers. Teams access the same call summaries, keeping everyone on the same page. This leads to better alignment and customer-focused teamwork.
What Are the Key Use Cases of AI Smart Notes?
1. Streamlining Processes
On average, call center agents spend around 70 seconds creating summaries and notes after every call. With a median of 17 successful calls per agent/day, you can save your employees up to 20 minutes daily by replacing manual note-taking with an AI notes app.
And that’s not to mention the time that goes into finding and parsing the information at a later date. AI meeting notes give your team a structured way of accessing data to inform their next steps to ensure no time is wasted and no deals are lost to processing errors.
2. Improving Customer Satisfaction
71% of customers expect companies to deliver fully personalized experiences on first contact, and 76% of those get frustrated when they don’t receive them. This often leads to low CSAT scores, customer churn, and lost revenue.
By giving your agents access to reliable AI note-taking and Real-Time Customer Details, you help ensure they have access to all the information regarding clients’ past interactions and can follow up effectively to keep customers happy and profitable.
3. Increasing Call Volume
Did you know high call volumes can be the reason for up to 75% of all lost deals? It doesn’t matter whether it’s a poor inbound experience or simply the cost of lost opportunities from outbound calls, you didn’t have time to make.
Knowing how to manage a high call volume is crucial for maintaining your pipeline. But by learning how to take smart notes with AI, you can increase your daily call volume per agent by up to 34%, giving your agents all the more opportunities to close deals.
How to Set Up AI Smart Notes?
- Log into your CloudTalk account.
- Make sure you have an Essential or higher pricing plan.
- Check that you have purchased CloudTalk’s AI add-on.
- Enable Call Recording
- Navigate from the Dashboard to Account > Settings
- Go to Conversational Intelligence > AI Smart Notes
- Uncheck any details you don’t want to in your summaries.
- Click “Save Changes”
- Navigate to Analytics > Call Details
- Explore the smart notes summary for any recorded call
More AI Features You Will Enjoy
Turn your CloudTalk into a much larger and powerful tool
Expand your business toolstack with a business calling software that can be easily integrated into your existing CRMs, ecommerce or helpdesk tools, like Salesforce, Freshdesk, Help Scout, and dozens more.
Have questions?
Is there an AI that can take notes?
Yes, CloudTalk offers AI Smart Notes, which automatically captures important information from calls. This feature uses natural language processing and machine learning to identify action items, decisions made, and key dates.
What is the free AI that makes notes from PDFs?
While CloudTalk’s AI Smart Notes focuses on calls and conversations, there are free AI tools like Adobe Acrobat Reader’s “Liquid Mode” or programs like Glean or Smallpdf that can extract and summarize text from PDFs. These tools are unrelated to CloudTalk’s offerings, which focus on call-related note-taking.
How much does the smart AI feature cost?
CloudTalk’s AI Smart Notes is part of an AI add-on priced at $19 per user per month. You will also need to be subscribed to the Essentials plan, which costs $30 per user per month, resulting in a total of $49 per user per month for access to AI Smart Notes.
How do you use AI to take meeting notes?
CloudTalk’s AI Smart Notes uses voice recognition and natural language processing to record calls and extract key information like decisions, action items, and deadlines. The AI organizes this information into categorized notes that are stored in the Analytics dashboard for future use.
How do you use AI to take notes?
With CloudTalk, AI Smart Notes takes notes during calls by analyzing speech and extracting key details such as decisions, follow-up tasks, and risks. These notes are saved within your Analytics dashboard, reducing the need for manual note-taking. Similarly, general AI note-takers like Notion AI or Evernote use AI to help summarize content from various sources, including text or speech.
What is the AI that takes meeting notes?
CloudTalk’s AI Smart Notes is a specialized AI designed to take notes during calls and meetings. It uses conversational intelligence to extract key insights and automatically organize them into sections like action items and important deadlines. Other AI meeting note-takers, such as Fireflies.ai or Otter.ai, are also widely used to capture notes from meetings or discussions.
Ready to get started?
Schedule a demo with one of our specialists and gain unparalleled control over your customer’s experience.
