What are Action Items?
Business conversations are full of tasks that get discussed and assigned during meetings. These tasks are some of the most important outcomes of our calls, however, keeping track of all these tasks while trying to have a natural conversation can be difficult. That’s where action items come in - Voice Intelligence surfaces action item suggestions as an aid to your notes, helping you focus on the conversation.
Keep an eye out for action items after your call in your call summary. You might also notice that some of the action items have been reformulated to be easier to read and understand.
What types of action items are detected?
- “You can contact me tomorrow”
- “We will call you on Tuesday”
- “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 can I use Action Items?
As long as Vi is enabled, action items from the categories mentioned above will automatically be detected in your meetings.
After your calls
Use action items as a checklist to help you keep track of tasks you committed to, as well as know when you can expect something from someone else.
Share action items
Send action items to meeting participants by sharing the call summary URL via email or an SMS.
Tracking customer engagement
Use analytics to filter for calls on which the customer set an action item, indicating a higher level of engagement and interest.
How do action items work?
In order for an action item to be captured, it needs to contain a few required components.
Task owner: The person who will be 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. This is required for every action item.
- 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”. It is optional and might not be included in every action item.
- Example: “I will schedule a meeting with them on Friday”
Timing: The time at which the action will take place. This is optional and might not be included in every action item.
- Example: “I will shoot you an email tomorrow”
Feedback: Tell us what you think
- We’re always open to feedback and would love to hear from you. Drop us a line at: email@example.com.