Custom call templates
Sep 2, 2024
Posted by Miguel
New at Jamy.ai: Design Your Own Custom Call Formats!
At Jamy.ai, we are constantly looking for ways to make your work easier. This time, we bring you a new feature that we believe you will love: Custom Call Formats.
What does this mean?
Now, with Jamy, you can create and customize your own call report formats. If you have a specific process for your sales, employee interviews, user demos, or any other important interaction, you can design the perfect format for those calls.
For example, if your sales team always follows a specific script in meetings with new clients, you can create a format where Jamy automatically detects and fills in each point of your script: from the client’s name, their needs, to the next steps. All of this, based on what was said during the call, without your salespeople having to do anything manually.
What can you do with custom formats?
Create a format for new clients, where Jamy automatically captures contact details, client interests, the problems they seek to resolve, and the next actions.
Design a format for employee interviews, and get a report with all the answers to key questions.
Customize a format for user demos, so that Jamy records user comments, frequently asked questions, and interest in the product.
Design formats for client presentations, and have Jamy automatically collect the main points that interested clients, the questions that arose, and the suggestions they made.
Staff training: If you have training or coaching sessions, you can create a format where Jamy records the most common questions, the topics that need more attention, and the commitments made during the session.
Project follow-up meetings: Customize a format where Jamy captures project progress, pending tasks, challenges faced, and new decisions made.
Internal team meetings: If your company has regular meetings to evaluate team performance, you can create a format for Jamy to record the discussed KPIs, the actions each team member should take, and the defined deadlines.
Consultations with suppliers or partners: Create a format for meetings with business partners or suppliers, where Jamy records the agreements reached, the negotiated prices, and the expected deliveries.
Brainstorming sessions: Design a format that allows Jamy to capture all proposed ideas, those that received the most approval, and the next steps to develop them.
Emergency meetings: In times of quick decision-making, you can design a specific format where Jamy captures the critical points discussed and the immediate decisions made to resolve the situation.
Why is this great?
Complete automation: Design the format once, and let Jamy handle everything in each call.
Reduction of human errors: You avoid the tedious task of manual note-taking and reduce the risk of important details being missed.
More efficiency: By having all information automatically organized and ready to use, your processes will be much faster.
Cost savings: All the time you save is time you can dedicate to closing more sales, improving your users' experience, or whatever is most important for your business.
This functionality is designed so you can fully customize your team's experience with Jamy. No matter the type of calls they make, you can now ensure that each call is recorded exactly as you need it.
Start creating your custom formats today and forget about manual work! Your team will thank you for it.
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