Overview
Conversation Summaries provide sales reps with a clear, concise, and detailed accounts of key discussion points, eliminating the need for manual note-taking and ensuring no critical information is overlooked.
This instant recap enables reps to focus on relationship-building during the conversation, while post-call summaries equip them with actionable insights to streamline follow-ups and next steps. For instance a detailed summary can surface important customer pain points, competitive intelligence, or product feedback that may otherwise be missed. These insights can be leveraged throughout the sales lifecycle—from aligning proposals to specific customer needs in the early stages, tracking decision-maker influence in mid-cycle negotiations, to proactively addressing objections in the final stages—ultimately improving deal progression and closing rates.
How does it work?
Prerequisites
There are requirements for Revenue.io to leverage conversation summaries:
- An account must have Conversation Summaries enabled
- A user must have a Conversation Summaries enabled
- A user must have a Conversation AI license. Need a license? View our requesting licenses for a user guide to provision access to your team.
- A conversation needs to be over 4 minutes in length with over 250 words spoken for a summary to be generated.
Configuring Conversation Summaries for an Account
Users with an admin license can manage Conversation Summaries are enabled for their account by navigating to the Account Management tab of the Revenue Application.
Here you will see a "Conversation Summaries" section.
In that section is a toggle titled "Generate Conversation Summaries." If this setting is set to TRUE then:
- Conversation Summaries will be generated for users who have the user Conversation Summaries setting enabled
- Users can view Conversation Summaries generated for conversations that they have access to if the host of the conversation also has Conversation Summaries enabled.
Enabling Conversation Summaries for a user
Once you have Conversation Summaries enabled for your account, you can now provision Conversation Summaries for individual users. An admin of your account can navigate to the Users page within the Revenue application.
For each user, you can enable or disable a user's ability to both view and generate Conversation Summaries. Simply select the three dots in line with a user which will open a modal with their settings. Under the "Conversation Summary" section you will find a "Conversation Summaries" toggle. When this toggle is set to true:
- The user will be able to view Conversation Summaries for conversations that they have access to
- Conversation Summaries will be created for their conversations as long as they are over 4 minutes in length and containing 250 words
Viewing Conversation Summaries on a Conversation Record
Once a user has Conversation Summaries enabled they will be able to view Conversation Summaries for conversations in the Revenue application. When navigating to a conversation record, the user can view a "Conversation Summary" tab under conversation details to quickly reference the email content, provide feedback on the email, or copy the email to their clipboard.