Ai Spotlight: Action Items
    • 18 Mar 2024
    • 2 Minutes to read
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    Ai Spotlight: Action Items

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    Article Summary

    Action items ensure that you don't forget or miss any tasks that are discussed and assigned during business meetings and calls.

    Dialpad Ai automatically creates action items for tasks that were mentioned in the conversation. No need for messy notes, you can just focus on closing that deal, or presenting those metrics.

    Let's dive into the details.

    Who can use this feature

    Dialpad Ai is available to all Dialpad customers on All Dialpad plans.

    It is currently only available for offices in the United States, Canada, Australia, New Zealand, and the United Kingdom.  

    Types of Action Items 

    Dialpad Ai detects several different types of action items during your calls: 

    Contact

    • “You can contact me tomorrow”
    • “We will call you on Tuesday”

    Send information

    • “I will email you the document”
    • “You can send him the notes”

    Set up meeting

    • “I can set up a meeting with you to discuss this”
    • “I will book a meeting with you on Monday” 

    How action items work

    In order for an action item to be captured, there must be a task owner and an action or task discussed in the conversation. Recipients and timing are other optional details that can be captured.

    Task owner 

    The person responsible for the action/task

    • The task owner must be either “I”, “we”, or “you” and is required in every action item
    • Example: “We will give you a call later”
    • Action: The specific action or task which needs to occur
      • Example: “We will send you the invoice”

    Recipient 

    The person/people who will be receiving the action

    • The recipient must be either “you”, “us”, “them”, “him”, or “her
    • Example: “I will schedule a meeting with them on Friday”

    Timing 

    The time at which the action will take place.

    • Example: “I'll send you an email tomorrow

    Once Dialpad Ai detects the task owner and action, it will automatically record the action item for you. 

    How to use action items

    As long as Ai is enabled, action items will automatically be detected in your meetings and calls. 

    After your calls, use action items as a checklist to help you keep track of tasks you committed to, and know when you can expect something from someone else.

    To view an action item, access your Call History from Dialpad.com 

    1. Select the Ai icon beside the  call
    2. Select Recap or Action Item on the left sidebar 

    Action Items in Ai Recaps

    Action Items are also found in your Ai Recap, which can be accessed from the Calls and Meetings tabs of your Inbox.  You'll also see Action Items listed in the call details within your conversation thread.

    Share action items

    Share the action items with your team and others by creating a call summary link and sending it via email or SMS.

    To share an action item:

    1. Navigate to the Call Summary page for the call
    2. Select Share
    3. Choose the part of the call you'd like to share
    4. Set the viewing permissions
      • Can be accessed by anyone with the URL
      • Can be accessed by those within your company only
    5. Select Create link      
          share_ai_action_item_summary.png
    6. Copy the link and share

    Use action items for coaching

    Ensure that your users are proactive about setting the next steps by reviewing calls with action items.

    First, head to your Admin Settings from Dialpad.com 

    1. Select Call History
    2. Navigate to the Moment filter
    3. Select Action Item
    4. Select Apply 
    5. Navigate to the Ai icon beside any call

    Then, it will open the call review tab, allowing you to see the details of the call containing action items. 



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