CallNoteAI Howto
CallNoteAI is an AI-powered sales call management platform that automates call recording, transcription, analysis, and follow-up reporting to boost sales efficiency and performance.
View MoreHow to Use CallNoteAI
Sign up for CallNoteAI: Go to the CallNoteAI website and sign up for an account. You'll need to use Google Chrome browser.
Log in to your account: Once signed up, log in to your CallNoteAI account using the secure Auth0 authentication.
Navigate to the calling interface: On the main dashboard, find and click on the option to make a new call.
Enter the phone number to call: Type in the phone number of the prospect you want to call.
Start the call: Click the call button to initiate the call through the app.
Conduct your sales call: Have your conversation with the prospect as normal. The AI will automatically record and transcribe the call.
End the call: When finished, end the call using the interface.
Review AI-generated insights: After the call ends, review the AI-generated analysis, feedback, and tips provided by CallNoteAI.
Check follow-up report: View the follow-up report generated by the AI, which includes key points and suggested next steps.
Use insights for improvement: Apply the insights and suggestions from the AI analysis to improve your sales techniques for future calls.
CallNoteAI FAQs
CallNoteAI is an AI-powered sales call tool that allows you to make calls directly from your browser to over 100 countries. It automatically records and transcribes calls, provides AI analysis and feedback, and generates follow-up reports.
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