Call analysis
Each call gets a summary, next steps with owners and due dates, objections, risks and stakeholders. Service calls also get commitments, root causes and churn risk.
Every sales and service call, turned into what happens next
InsightifAi joins or receives your sales and customer-service calls and turns each into a summary, next steps with owners and dates, objections, risks, stakeholders and — for service calls — commitments, root causes and churn risk.
Up and running in three steps
Set up your team
A manager invites the team and connects Salesforce, the phone line and your AI.
Bring in a call
Invite the InsightifAi meeting address to a meeting, or add a call yourself by pasting a transcript or uploading a file.
Act on it
Read the analysis, tick off next steps and push the results to Salesforce.
What InsightifAi does
Ask across your calls
Ask a question in plain words. Answers cite the calls they came from, and InsightifAi can draft the follow-up email for you.
Salesforce write-back
Notes and Tasks go onto the matched Opportunity; service calls update the matched Case. When the match is unclear, InsightifAi asks you to pick the right record.
Meeting assistant
Invite its meeting address to a meeting, or press Join now. It dials in, announces that the call is recorded, and you can press Leave now at any time.
Your own AI
Analysis runs on the AI provider set up in your FlowClick account with your own key, or on the built-in simulator while you try things out.
Team invites and roles
Managers invite colleagues by email as members or managers, and can deactivate an account at any time.
Phone and desktop
Designed for the phone first, with the same pages on a desktop browser.
Safe by design
- Recording is always announced: every call InsightifAi records starts with “This call is recorded.”
- Recordings are deleted from the phone provider as soon as InsightifAi has downloaded them.
- Your calls and analyses stay in your own FlowClick account.
- Only managers can change connections and settings.
Request a demo
Tell us who you are and we will get back to you by email. InsightifAi is available by invitation only.