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