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Customer Workspace Ideas Portal
Status Needs review
Categories Sales Dialer
Created by Guest
Created on Apr 2, 2025

Allow prompts to be added for dialling

When calling prospects, we only see the name of the person and company/notes pre added. With AI now available and company name already populated, a prompt should auto run to uncover more information.


This would run as

Trigger - call connected. Prompt triggered such as find 3 priorities for <COMPANY> for 2025. This would then auto be shown on page and provide the rep with much better angle for call.

The prompt must be editable, so each company using would need a different prompt.

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