After the call: a CRM note and recap draft with Vee
Watch a real Vertiqa recording: Vee prepares a client note and recap email for review. Read the transcript, including the separate confirmation steps.
What the recording shows
After a client call, the operator asks Vee to prepare a CRM note, reviews it and confirms the update. They then ask for a proposal recap email, review the draft and confirm it. Preparing a draft does not send it to the client.
Real Vee screens and recording, with pauses shortened and fictional customer data. This example demonstrates a note and email draft, rather than an automatic recording of a client call.
Explore CRM and client records and Vee’s review workflow.
Recording transcript
The recording’s captions, in order.
Download the captions (WebVTT)The call ended. The admin didn't. Now you just speak to your CRM.
You: Just got off the call with Alex Ramos, add a note that he wants the pilot at $12,000 for the year.
Vee: The note is now in the review panel.
You: Save changes.
You: Now draft an email to Alex with a short recap of the proposal, the pilot at $12,000 for the year.
Vee: The email draft is now in the review panel.
You: Save changes.
Say it once. Note logged. Recap drafted.