Get up to speed on a lead with a quick recap and next actions. Nutshell reviews a lead’s emails, activities, tasks, as well as your pipeline stages and goals to suggest the most important thing you can do to move a lead along.
Recaps and next actions are presented instantly, and without a need to generate a manual summary.
Define stage goals and stage guidance for your pipeline — Nutshell AI uses these to suggest actions.
Coupled with our phone and meeting integrations, Nutshell reviews your transcriptions to identify action items and questions that came up in your calls.
Share your thoughts to help improve this agent’s performance and capabilities.
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