AI Notetaker is driving meaningful efficiencies for Post Meeting Follow Ups, Action Items, and Opportunity Recommendations.

After Notetaker you will see recommendations for Tasks or Opportunities to be created:

Want to recommend a Gift to be sent after the Birth of a Child is mentioned? Recommend an Insurance Product if certain life events occurred? You can do this now.

Go to Management > Notetaker Templates > Advanced

You can now customize additional Task Instructions and/or Opportunity Instructions/Recommendations.

Simply add additional instructions for Tasks or Opportunities.

Once you make these changes, the new tasks/opportunity recommendations should appear for the next meeting you have.

Simple as that.

If you have any questions please contact [email protected]