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Hi There,

 

Newer user to Engage.  I like to use flows not just for outreach campaigns, but also to manage follow up steps to a demo.

With how important flows are, and how much of the product is centered around call recordings and AI analysis, it feels like there should be an easier way to implement call recap into a flow.

For example:

I host a demo with a prospect or customer trying to upsell.  Would love to then just enroll them into a flow where one of the variables is the call recap and next steps automatically populated.  Then set myself a task reminder that also includes follow ups to check X number of days later to ensure that next steps were followed through.  Right now it seems cumbersome to enroll someone into a flow that incorporates the call recaps. 

Hi ​@Parker Dalzell!

Tagging in ​@Carly Lohnberg for thoughts — otherwise, I recommend you share this with our Product team, which you can do on the right-hand side of this page!


Also, I recommend you join our Engage group here in the Community if you haven’t already requested to join 😊


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