Sales calls: every agreement on record and in a task
Record customer meetings, transcribe them and pull out next steps automatically. Stop retyping every conversation into your CRM.
The problem
Half the agreements are forgotten after the call
A rep takes several meetings a day. Price, timing, objections, promises: nobody holds it all in their head.
What is not written down turns into a dispute later, and managers have no time to listen to calls.
How Dicta solves it
From call to next step
- 1
Record the conversation
In a Dicta room, through the bot on Zoom or Meet, or on a phone at an in-person meeting.
- 2
Get the transcript
Text by speaker, so it is clear who promised what.
- 3
Read the summary
Customer requests, decisions and next steps on one screen.
- 4
Turn them into tasks
Tasks with owners in one list, exported to Trello if you need it.
What you get for this use case
-
AI summary and minutes
Topics, decisions and action items with owners, minutes after the meeting ends.
-
Tasks
Agreements land in one list and can be exported to tools such as Trello.
-
Search and timestamps
Find any word and jump to that exact moment in the recording.
-
AI chat across meetings
Ask what was agreed in past meetings and get an answer.
Frequently asked questions
Can I record a face-to-face customer meeting?
Yes, with in-person recording on your phone. Dicta separates the speakers.
Can I ask questions across past calls?
Yes. AI chat answers from past meetings, for example what the customer was promised.
Do I need the customer's consent?
Telling participants about the recording is good practice. Check the legal requirements for your own industry separately.
Record your first meeting today
Start on the free plan. No card needed.