Follow-up with call context
The template of the company's segment, with its files and its signature, opened by a line about the conversation. To the address the customer gave or the one on their card.
Follow up on the call in writing.
Prepare the information email requested by a caller, with the relevant brochures and conversation context. Your team confirms the message before it is sent.
Available capabilityIncluded capabilities
Held until confirmed
The strip at the top of the dashboard opens the card where it waits. Correct it and send it, say you already wrote, or drop it.
Capture the requested recipient
"Send it to Ravi in purchasing" becomes a lead in Send info letter, with the name, role and address the call learned.
Existing replies recognised
Write to that address from Mail or your own mail client, and the held email closes itself.
Keep it in Drafts
Put it aside with its files and send it later from Mail. It still counts as the letter the call promised, and the call two days on is planned.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.