The work after a call is repetitive: write the note, update the CRM, write the follow-up. It is also the work that gets skipped when the day runs long.
The call recap agent takes a transcript and turns it into a CRM note and a follow-up email. Both are drafts. A person reads them, edits them and approves them before the note is saved or the email is sent.
Why it works as a draft
A transcript has the facts, and the agent’s job is to organize them. The seller’s job is to check what was agreed and add what the transcript couldn’t capture, like tone or a side comment. That split is the 80/20 rule I use for every agent.
What to watch for
- Commitments. Check that every promise in the follow-up was actually made.
- Dates. A date that was only floated should not appear as agreed.
- Names and numbers. Compare each one with the transcript.
- Consent. Only use recordings you are allowed to use.
The control
The agent proposes, and the record changes only after approval. If the note is wrong, it is wrong in a draft, not in the CRM.
You can see all fifteen agents and how each one is controlled on the AI agents page.
I’m Seth Levanen. I find the AI shortcuts that keep the quality and drop the busywork. Email me if you want to talk about it.