Hi Nicolas,
Thanks so much for the detailed steer! This is exactly the kind of insight we were hoping for, and we really appreciate you taking the time.
Good to hear the transcript/summary can already flow to the CRM. We'll dig into the existing Salesforce template via Show Template to see how...
ABOUT US / ENVIRONMENT
MSP based in the EU.
3CX hosted in the cloud, full licence with AI features enabled.
~50 calls per day.
CRM/PSA is Autotask PSA (full licence, including the Ultimate / Cooper Copilot AI tier).
WHAT WE WANT TO ACHIEVE
For each relevant call we want to automatically end up...