Call Debrief Agent

The agent runs when a sales call ends and its recording becomes available. This starts the debrief from what was actually discussed, so the rep gets the summary while the conversation is still fresh.

• Trigger: A sales call ends
• Condition: The call recording is available

Next, the agent pulls the transcript from the call that just ended. It uses only this conversation, rather than the deal’s full history, so the debrief reflects what changed on this call.

• Include: The transcript from the call that just ended
• Exclude: Earlier calls and the rest of the deal history

From that transcript, the agent writes a five-line summary and lists every next step agreed on the call. Each next step includes its owner and the agreed date, so the rep can quickly see what each side committed to doing.

The summary stays concise enough to read in Slack without losing the commitments that need following up.

Using the transcript and summary, the agent identifies the CRM fields changed by new information from the call. It compares that information with the existing field values and lists the old and new value for each change, while leaving out fields the conversation did not touch.

This gives the next step a clear set of changes to work from when it updates the opportunity.

The agent writes the new next step and close date to the opportunity when the call changed them. It leaves every other CRM field untouched, even if the previous step identified other changes.

• Update: Next step and close date
• Keep unchanged: Every other field on the opportunity

As soon as the summary exists, the agent sends it directly to the rep who owns the deal in Slack. It uses a direct message rather than a channel, so the rep receives the debrief without adding another update to a shared feed.

• Recipient: The deal owner
• Delivery: Direct Slack message
• Timing: As soon as the summary exists