All case studies

Phone sales and support

Phone call summaries

Every customer call is automatically transcribed and summarised - with decisions and action items - and the note lands in the CRM. Full contact history without manual notes.

Client

Companies running sales or support by phone

Problem

Sales reps did not take call notes, so agreements were lost, and handing a customer over to someone else started from scratch.

Scope of work

Automatic recording retrieval, Polish transcription, summarisation, and saving to the CRM against the right contact.

Solution

Recordings are pulled automatically when a call ends. Whisper turns Polish speech into text, and a language model extracts decisions, action items, and the next step. The note is saved to the CRM against the contact, and action items become reminders for the sales rep.

Key features

  • Automatic retrieval of call recordings
  • Speech-to-text transcription in Polish
  • Summary with decisions and action items
  • Note saved against the contact in the CRM
  • Next-step reminders

Business outcome

Full contact history without manual notes, and a new sales rep takes over a customer knowing every earlier agreement.

Technologies

PythonWhisperOpenAI APIREST APIPostgreSQL