Intelligence

AI Call Summary

Turn every call into next steps

Automatic call summaries with action points, sentiment, deal risks and CRM-ready notes — pushed to your stack the moment the call ends.

  • Structured summary delivered in seconds
  • Action items assigned to the right owner
  • CRM fields updated automatically
  • Follow-up email drafted for you
From 50 credits· $5.00 · per call summary
AI summary · Just now
Discovery call · Acme Corp
Generated in 12s
Summary

Sarah is evaluating outbound solutions for Q3. Team of 8 SDRs. Currently uses Outreach. Main pain: response times and rep ramp.

Next steps
  • Send ROI deck
  • Book demo Thu 3pm
  • Loop in CTO
CRM fields
StageDiscovery
Team size8
TimelineQ3

Why businesses need this

The cost of doing it manually

Every day without ai call summary is revenue quietly leaking out of the pipeline.

Without AI

Manual, expensive, incomplete

  • Reps spend 30+ minutes writing notes after every call
  • CRM fields go unfilled, breaking forecasting
  • Action items get lost between the call and the follow-up
  • Managers can't scale deal reviews across the team
With Workvivo

Automated, instant, complete

  • Summaries appear in your CRM the moment the call ends
  • Every deal has clean, structured notes automatically
  • Action items are captured, owned and tracked
  • Managers review a week of deals in minutes

How it works

Launch in an afternoon

Four steps from zero to your first AI-powered conversation.

01

Call ends

AI kicks off summary generation instantly.

02

Structured output

Summary, action items, sentiment, next step.

03

Sync everywhere

CRM, Slack, email — all updated automatically.

04

Draft the follow-up

AI writes the next email ready for one-click send.

Features

Everything you need in one service

Enterprise-grade capabilities, packaged as pay-per-use credits.

Structured summaries

Consistent, template-driven output covering topics, decisions, blockers and next steps.

Owned action items

AI extracts action items and assigns them to the right person on your team automatically.

CRM field writes

MEDDICC, BANT and custom fields updated directly in Salesforce, HubSpot, Pipedrive and Attio.

Follow-up drafts

AI drafts the next email in your voice, personalized to what was actually discussed.

Sentiment & risk

Every summary is scored for customer sentiment, deal risk and momentum signals.

Custom templates

Discovery, demo, renewal, support — each team picks the fields and format that fit their workflow.

Results

Measurable outcomes from day one

Numbers customers report within their first 30 days with AI Call Summary.

0 min
Saved per call
0%
CRM fields captured
0x
Faster deal reviews
0%
Follow-ups sent

Use cases

Built for every industry

How teams across sectors put AI Call Summary to work.

SaaS

Qualify inbound trials and re-engage churned users automatically.

Real Estate

Follow up with every property lead within seconds, 24/7.

Healthcare

Book appointments and handle reminders without staffing pressure.

Financial Services

Pre-qualify borrowers and route hot leads to licensed agents.

E-commerce

Recover abandoned carts and handle order questions live.

Customer Support

Triage tickets, resolve tier-1 issues and escalate the rest.

Deal reviewsRep coachingWeekly forecast prepCustomer success syncs

Credits & pricing

Simple, pay-per-use pricing

One credit = $0.10. Buy once, spend on any service.

AI Call Summary
50
credits per call summary
≈ $5.00 per unit · no subscription
  • Structured summary & topics
  • Action items with owners
  • Sentiment & deal risk score
  • Follow-up email draft
  • CRM field auto-updates
Purchase credits

FAQ

AI Call Summary — questions answered

Everything you need to know about credits, deployment and the platform.

Ship an AI sales team this afternoon

Buy credits and go live. No plans, no trials, no lock-in — pay only for what you use.