Skip to Content
ConceptsFollow-up tasks

Follow-up tasks

Calls create commitments: a promised callback, a quote to send, a document to chase. VOIX reads the conversation for these commitments and turns each one into a follow-up task, so that nothing agreed on a call is overlooked.

What gets created

VOIX creates one task per distinct commitment. A call in which the agent promises to email a quote and to book a follow-up call produces two tasks, not one combined note. Each task includes:

  • A short description of what needs to happen.
  • A supporting quotation from the transcript, indicating where the commitment was made.
  • A due date and time, but only when the call stated one. “I’ll call you Thursday at two” produces a dated task; “I’ll be in touch soon” does not.
  • The team member to whom it belongs, when the call makes that clear.

Distinguishing commitments from small talk

A closing “talk soon” is a pleasantry, not a follow-up, and VOIX treats it as such. Tasks are drawn from the substantive part of the call, the actual business discussed, rather than from the greeting or the sign-off.

Last updated on