Turn every phone call into a gold mine

• No written trace: the information stays in one person’s head and quickly fades.
• Miscommunication: what the client says and what is remembered rarely match—leading to delays, escalations, and lost deals.
• Silos everywhere: each teammate builds their own notes and rarely shares them across the company.
• Lost expertise: when someone leaves, their knowledge literally walks out the door.

1. Auto-transcribe every conversation.
   Tool: transcription engine (Aircall, Diabolocom, Sonix, and so on).
   Result: each call becomes searchable text.
2. File the insights where people work.
   Tool: connect the transcript to your CRM or internal wiki.
   Result: key points are classified and available to everyone.
3. Analyse trends to inform decisions.
   Tool: natural-language analysis (keywords, sentiment, topics).
   Result: recurring objections, demand signals, product feedback.
4. Automate follow-ups.
   Tool: smart reminders, post-call emails, CRM tasks.
   Result: nothing slips through the cracks.
5. Add a conversational agent.
   Tool: a chatbot that queries the knowledge base.
   Ask it things like:

   “Summarise the key points for my next meeting with Client X.”

   “What sales arguments converted the most prospects this quarter?”

   “Which customers sound dissatisfied right now?”

• Continuous improvement: the model learns how your customers speak and becomes more accurate.
• One knowledge hub: merge calls, emails, and notes into a single source of truth.
• Live dashboards: monitor sentiment, trends, and satisfaction in real time.
• Predictive insights: detect churn risk, upsell signals, and product opportunities.

• Customer service with memory: every promise is logged, every follow-up documented.
• Sharper revenue playbooks: learn which objections block deals and which offers win them.
• Shared know-how: the best answers and workflows become accessible to every teammate.
• Fewer disputes: recorded calls provide context and protect both parties.
• Coaching at scale: highlight individual strengths and skills to develop.

• Octopus Energy handles surges in demand with AI assistance.
  Calls are transcribed, summarised, and prioritised automatically—customer satisfaction soared.
  Read the TechUK case study
• UpdateAI streamlines internal follow-ups with Deepgram.
  Real-time transcripts, better action tracking, and less admin for customer success managers.
  Read the UpdateAI story

Rolling out transcription and AI can trigger resistance, upfront costs, and inconsistent accuracy at first. Start with a pilot team, fine-tune the prompts, and coach your people so the solution becomes a reliable daily habit.