We know your days are packed with back-to-back calls. In the rush of conversation, it's easy for crucial details to get missed or forgotten. To free you from manual note-taking and help you focus on building client relationships, we're thrilled to launch our new AI Call Summary feature, powered by AI Copilots!

Now, after completing a call with the Lofty Dialer, you can generate a powerful AI summary with a single click. Our Lofty AI Copilots will then instantly distill key information, suggest actionable next steps, and provide a full transcript of the conversation, giving you a perfect recap on demand.

Smart Summaries

The AI automatically analyzes the conversation to generate a concise summary with two key sections:

• Key Content: Instantly grasp the client's core needs, such as their budget, desired property type, target area, and other specific priorities (like schools or public transport).

• Next Step: The AI intelligently identifies and suggests actionable follow-ups, such as "Send a list of available properties" or "Schedule a follow-up call early next week to discuss potential viewings," ensuring your outreach is always timely and relevant.
   

  

Full Transcripts

For moments when you need to review every single detail, a complete, word-for-word transcript of the call is always available.

Questions?

If you have any questions regarding this topic or any others, please contact our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.

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Related terms: AI Call Summary, AI Copilot Summary, Call Transcript