Quick Summaries
Get ready for your next conversation with a client, without digging through their record.
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How to summarize and follow up on a recorded call with AgencyBloc Intelligence (beta)
This article explains how to generate an AI summary of a recorded VOIP call and create follow-up Activities using AgencyBloc Intelligence in AMS+. AI Call Summaries is available...
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How to use Client Snapshot in AMS+ (beta)
This article explains how to use Client Snapshot to prepare for outreach with an individual client or lead, what it draws from, and what to expect from the results.Requirements ...