Summarize customer call + sentiment

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What this prompt can help you accomplish:

‍This prompt is designed to help generate detailed summaries, actionable insights, or follow-up materials based on customer call recordings. It is particularly useful for capturing key points, customer feedback, and agreed-upon action items to enhance customer relationship management and service quality.

What content you'll need to provide:

‍To achieve the best results, you should upload recordings or transcriptions of customer calls that include comprehensive discussions between representatives and customers. The ideal content would capture the entire conversation, including customer queries, feedback, concerns, and any resolutions or promises made. Providing clear and detailed call recordings will enable the prompt to produce accurate, insightful, and useful summaries or next steps tailored to the specifics of the customer interaction.

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Here's the prompt:

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Provide a concise summary of the current state of this customer account. What are the action items from the most recent meeting. Provide the action items as a bulleted list. For each action item, specify its owner. If there are no action items, state so. Overall how happy and satisfied is this customer? Is the customer’s satisfaction increasing or decreasing. Provide all answers in a concise manner for an executive audience. Format the output so that it is easy to consume and see where each answer starts.

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Learn how to get more in-depth answers:

Getting the answer you need from SmartChat™ often means going deeper into the content after your first prompt above, which you can accomplish by:
- Choosing the "Go Deeper" functionality on any part of Storytell's response
- Asking followup questions (we'll provide you with some suggested followup prompts)