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A phone receptionist that picks up, asks what the caller needs and hands you a ready-to-quote brief. We are opening it to a small group soon.
Every call, written up.
Who called, what they need and what was said, next to the chat briefs you already get.
Northwind Capital: investor deck
Phone call, 4 min 12 s, answered by the AI receptionist
Brief
Hot lead- Scope
- Investor deck, about 15 slides, redesign of their draft
- Timeline
- Before Nov 12 (board meeting)
- Budget
- Not shared
- Decision maker
- CFO, with the caller managing the project
Call summary
Caller needs their investor deck redesigned before a Nov 12 board meeting. They have a 15-slide draft. The receptionist took their details for the team.
Recording notice played at the beginning of the call.
Transcript
Albert, AI receptionistThanks for calling SlideGenius. This is Albert on a recorded line. How can I help?
CallerWe have a board meeting on the twelfth and our investor deck needs a real redesign.
Albert, AI receptionistGot it. About how many slides, and do you have a draft?
CallerAbout fifteen, and yes. I can leave my details.
Albert, AI receptionistThanks, I've got your details and the team will follow up.