Conversation recap in Creatio
After every call or meeting, the summary, the updated fields and the follow-ups are already in Creatio.
Used in these recipes
Solution
The agent turns the call or meeting transcript into a short recap on the right record, proposes field updates and creates the follow-up tasks. Works with the Creatio contact center and your telephony, such as RingCentral, Twilio, Genesys, Gamma or Aircall, and with meeting recordings from Microsoft Teams, Zoom or Google Meet.
The model
Summarizes the conversation, picks out decisions, commitments and changed facts.
Code
Matches the conversation to the client and case, applies updates within your rules, creates tasks with owners and dates.
A practitioner
The person who held the conversation confirms the recap and the updates.
On Creatio, we build it with: Contact center and calls, activities, Creatio.ai — see Creatio's built-in AI agents
Reference architecture
Nobody types up the meeting afterwards
Conversation recap · Creatio · reference architecture
- Systems · Creatio + yours Call or meeting ends recording · transcript
- → Summarize
- Model · judges Summarize decisions · next steps · risks
- → Propose CRM updates
- → Follow-up draft
- Code · decides Propose CRM updates fields · tasks · stage
- → Owner checks
- Model · judges Follow-up draft in the client's language
- → Owner checks
- Practitioner · approves Owner checks edit · accept
- → CRM up to date accepted
- Systems · Creatio + yours CRM up to date notes · tasks · follow-up sent
- Creatio
- Creatio agent
- Marketplace
- DigiTeam
Key deliverables
- Recap on the client, case or opportunity record.
- Field updates proposed from what was said, confirmed in one click.
- Follow-up tasks with owner and due date.
- Commitments list so promises made on the call are tracked.
- Consent check before any recording is processed.
Start with one team.
One team and one call or meeting type, live in your Creatio, with a fixed scope. Recording consent, fields and who confirms are settled before we build.