The Summary is designed to save your teams tremendous time and maximize your CRM Data accuracy. Never lose track of your customers' data: all interactions are summarized within your CRM!
1. How does it work?
A. In Modjo
Once processed, all of your calls will be summarised.
The summary is displayed on the right side of your call details:
B. In your CRM
Save time on tedious manual data entry, improve your accuracy in recording customer interactions information, and increase the efficiency of tracking tasks.
Summary is automatically logged into the Task activity of all our CRM integrations
2. How to enable the feature?
Go check this detailed article : How to enable Modjo AI?
3. How to customize your Call Summary template?
A. Modjo's default template
Once Modjo AI is activated, it will apply automatically the Modjo default summary on your calls. It will be short summary for call under 5 minutes, and more detailed one for the others.
You can "edit" this default template if you want to keep one version for all your teams and all type of calls.
B. Build your custom templates
However if you want to tailor the summary to your needs and calls specificities, you can create a new custom template.
To get started, click on "Add template"
1. Name the model: Give your model a name.
2.Target the calls: Define the criteria for the calls to which the summary should apply by using the following filters:
Teams
🚨 If the "All teams" option is selected, the summary will apply to all users who belong to at least one team.
Tags
🚨 If the "All tags" option is selected, the summary will apply to calls that have at least one tag.
Providers: Select the relevant providers.
3. Write the instructions: Write the prompt, i.e. the instructions the AI should follow to generate the summary. For example, you can specify the output format by categorizing the information.
4. Choose the summary length: Select the desired length for the summary: a short version, a detailed version, or a version adjusted based on the duration of the call.
5. Set the output language: Choose the default language in which the summary will be generated for the calls.
💡 Good to know : you can translate a summary directly from a call details.
C. Test your templates and Publish it !
Wondering what it will look like ? Be sure to test your template based on a call you know, so that you can make sure about the format and AI instructions you wrote, and that it's satisfying for your teams !
Ready to go ? Hit the "Publish" button and let the magic happen !
The Summaries will automatically be generated on the future calls, and logged in your CRM task activity.
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