Note-taker integration
Yes: Shannon reads your calls from Fathom, Fireflies and Otter today. Sending her work back out to your tools, your note taker included, is not built yet.
How it works
During the call, your seller works from Shannon's call plan, marking each move as done, part done or skipped and adding notes as they go. She is on every call, not just the first, and stays with your seller through the conversation. After the call she reads it and tells the seller what to do to earn the second.
The facts
- Shannon reads calls from Fathom, Fireflies and Otter.
- In the plan's live format, the seller ticks each move as Done, Part or Skipped and adds notes.
What we do not do yet
Exporting her work back to your note taker and your other tools is next, in the format they need.