New: AI Call Summaries for Elevate, Ascend and Univerge Blue

Good news for users of Elevate, Ascend, and Univerge Blue Connect! We've expanded our existing telephony integrations, which are already compatible with 250+ CRMs, to include support for AI Call Summaries. This allows AI-generated call summaries from these telephony platforms to be processed through Bubble and pushed directly to the connected CRM.

AI Call Summaries directly into your CRM

With this enhancement, users can process AI-generated call summaries from their telephony platform through our Activity Hub. Here, they can review the summaries, edit them if needed, and link them to the correct contact or company before pushing them to the CRM. This makes it easy to capture important discussion points, agreements, and follow-up actions under the correct CRM record, without users having to write extensive call notes themselves. It saves time and ensures that valuable information from phone conversations remains accessible to colleagues.

What does an AI Call Summary look like?

An AI Call Summary not only provides a summary of the conversation but can also include additional information, such as the topics discussed and the sentiment of the conversation. Here's an example:

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Call Summary

A customer contacts customer support regarding an issue with the availability of their phone number. The support agent investigates the situation and discovers that call forwarding has not been configured correctly. The settings are adjusted, after which the customer confirms that incoming calls are being received correctly again. It is agreed to follow up with the customer the next day to verify that the issue has been fully resolved.

Topics: Availability Issue (negative), Call Forwarding Adjusted (positive), Follow-up Appointment (neutral)

Sentiment: Positive

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This information can then be saved to the correct CRM record through the Activity Hub. This ensures that not only the fact that a phone call took place is recorded, but also what was discussed during the conversation.

Get started with AI Call Summaries

With this enhancement, we're bringing the AI capabilities of Elevate, Ascend, and Univerge Blue Connect directly into the many CRM applications our partners and their end customers use every day. This means valuable information from phone conversations is not only automatically summarized but can also be pushed directly into the CRM, where colleagues can access it and take further action.

Ready to get started with AI Call Summaries? Our knowledge base provides step-by-step guides for Elevate, Ascend, and Univerge Blue Connect, explaining how to enable and configure AI Call Summaries within Bubble.