Conversation Agent
Turn every conversation into actionable follow-ups
Record sales and customer service conversations on the phone or in-person at field visits and showrooms. Automatically generate action items and let AI handle follow-up work, including emails, quotes, and delivery scheduling.
Why Conversation Agent
Never drop a ball again. Whether on the phone or in person.
Every sales and customer service conversation contains commitments and next steps. The Conversation Agent captures them all - from phone calls to field visits and showroom meetings - and ensures nothing falls through the cracks.
Complete capture
Record and transcribe every conversation automatically - phone calls, field visits, and showroom meetings. No more lost notes or forgotten commitments, no matter where the conversation happens.
In-person conversations
Capture field sales visits and showroom meetings with mobile recording. Advanced noise filtering ensures clear transcription even in noisy environments like job sites or busy showrooms.
Smart action items
AI identifies what needs to happen next - sending specs, preparing quotes, scheduling deliveries, or creating CRM tasks. Works for both phone and in-person conversations.
Automated follow-up
AI agents prepare the follow-up work for you. Draft emails with attachments, compile complete follow-up packets, generate quotes, schedule deliveries - all ready for your review.
Complete follow-up packets
For in-person meetings, automatically compile product specs, pricing sheets, quotes, and personalized emails into one professional package - saving hours of manual work.
Unified capture
All conversations - phone and in-person - are captured in one system. Your CRM stays synchronized with every interaction, whether it happened on a call or in a showroom.
100%
Action items captured
−85%
Follow-up prep time
How It Works
From conversation to completed follow-up
The Conversation Agent records phone calls and in-person meetings, extracts action items, and uses AI to prepare follow-up materials - all automatically.
Record Conversation
Phone calls, field visits, or showroom meetings are automatically recorded and transcribed.
Generate Action Items
AI identifies commitments, requests, and next steps from the conversation.
AI Prepares Follow-Up
Agent drafts emails with attachments, prepares quotes, or schedules deliveries based on action items.
Review & Complete
Rep reviews prepared materials, makes edits if needed, and sends to customer.
Capabilities
Everything you need to capture and act on conversations
Purpose-built for sales and customer service teams that need to ensure every commitment is fulfilled - whether the conversation happens on the phone or in person.
Phone call recording
Records and transcribes all sales and customer service calls. Works with your existing phone system - no changes required.
In-person conversation capture
Record field sales visits and showroom meetings with mobile app or device. Advanced noise filtering ensures clear transcription even in noisy environments like job sites or busy showrooms.
Action item detection
AI identifies commitments, requests, and next steps from conversations - whether phone or in-person. Understands context and urgency to prioritize correctly.
Email generation
Drafts follow-up emails with product attachments, spec sheets, and relevant documentation. For in-person meetings, compiles complete follow-up packets with all discussed products.
Complete follow-up packets
For field visits and showroom meetings, automatically compiles product specs, pricing sheets, quotes, and personalized emails into one professional package - saving hours of manual compilation.
Quote preparation
When conversations mention pricing or product requests, the agent prepares draft quotes with line items, pricing, and availability - works for both phone and in-person conversations.
Delivery scheduling
Identifies delivery requests and coordinates scheduling. Updates dispatch systems and sends confirmations.
CRM integration
Creates tasks, updates opportunities, and logs conversation notes automatically. Keeps your CRM in sync with every conversation - phone or in-person.
Searchable knowledge base
All historical conversations are searchable and indexed. Use past conversations as shared knowledge for reference, training, and ensuring consistency across your team.
Real-World Examples
See how the Conversation Agent captures phone calls and in-person meetings, then prepares follow-ups automatically.
Phone Call Conversation
Rep: "Thanks for calling. What can I help you with today?"
Customer: "I need pricing on 20 sheets of 3/4" plywood and the spec sheet. Also, can you check if you have any Andersen 400 Series windows in stock? I need 4 of them, 3'x5'."
Rep: "Let me check that for you... Yes, we have the plywood in stock. The windows are available but with a 2-week lead time. I'll send you the pricing and spec sheets by end of day."
Customer: "Perfect. Can you also prepare a quote? Job name is 'Hillcrest Project'."
Rep: "Absolutely. I'll have that ready for you tomorrow morning."
Generated Action Items & Follow-Up
Action Items Detected:
- Send pricing for 20 sheets of 3/4" plywood
- Attach plywood spec sheet
- Check Andersen 400 Series window availability (4 units, 3'x5')
- Prepare quote for "Hillcrest Project"
Prepared Email (Ready for Review):
Subject: Pricing & Quote - Hillcrest Project
Hi [Customer],
As discussed, attached are the pricing details and spec sheet for the 3/4" plywood. I've also prepared a quote for the Hillcrest Project including the plywood and 4 Andersen 400 Series windows (3'x5'). The windows have a 2-week lead time.
FAQ
Common questions
The quick answers sales and customer service teams will ask.
Does this work with our existing phone system?
Yes. The Conversation Agent integrates with your existing telephony provider for phone calls. For in-person conversations, it uses a mobile app that works on any device. You keep your current phone system.
How does recording work in noisy environments like showrooms?
The agent uses advanced noise filtering and speech enhancement to capture clear audio even in showrooms or job sites. Mobile devices with directional microphones work best, and the AI handles background noise automatically.
What if the AI misses an action item?
Reps can review and add action items manually. The system learns from corrections to improve over time. You always have full control.
Can I customize the follow-up emails before sending?
Absolutely. All AI-generated follow-ups are prepared for your review. You can edit, personalize, or approve as-is before sending.
How does it handle complex requests?
The agent prepares what it can automatically and flags complex items for human review. It can also escalate to your team when needed.
Ready to never drop a ball again?
See how the Conversation Agent captures every commitment and automates follow-up work. Built on the Matterhaul Intelligent Data Layer.