Follow-Up Extraction
A promise made out loud is worth nothing until it sits on a day. Callbacks and meetings are pulled off the call with whatever time was genuinely said, and become real work the moment somebody accepts one.
Follow-ups pulled off the call
1 to review- callbackCall Dana about the renewal88%Thu 09:30accepted
can somebody call me Thursday about the renewal
- meetingRenewal review, CFO joining72%Thu 14:00 to 14:45
book me Thursday and I will bring our CFO
- still listeningcallbackConfirm the credit has landed55%no time stated on the call
let me know once the credit is through
- 09:00Callback09:30
- 10:00
- 11:00
- 12:00
- 13:00
- 14:00
- 15:00
Product figures from the platform’s own defaults - not customer averages
How it works.
Two kinds, and nothing beyond them
A callback or a meeting. Which one it is decides the task type on the other side, so a meeting arrives as a meeting task rather than as one more number to ring.
Times are optional and are allowed to stay missing
Due, start and end may all be absent. Where nobody named a day, the row arrives without one instead of with an invented Thursday, because a diary full of guesses is worse than a diary with holes in it.
Accepting creates the task and gives it an owner
Title, type, dates and notes are written, assigned to whoever took the call, or to the person reviewing when the call had no agent. An assignee record follows so the work lands in a genuine queue rather than only in an administrator's list.
Nobody gets booked twice for the same promise
Before a row is written the call is checked for a pending or accepted follow-up of the same kind and title. Analyzing the same conversation a second time therefore does not put a second callback on somebody's day.
Two moments in every read.
Every read passes through the same seven. Follow-Up Extraction is the lit ones, and everything either side of it is a different page in this category.
- 01Source
the call or the thread it reads
- 02Transcribe
audio into words, with speakers
- 03Read
the pass over the whole of it
- 04Judge
the score, the sentiment, the intent
- 05Extract
the fields and follow-ups pulled out
- 06Write
what lands back on the record
- 07Review
a person checking the machine
The specifics.
8 facts- Kinds
- callback and meeting. A meeting may carry a start and an end, a callback a due date
- Times
- Optional throughout. A follow-up with no stated time is created without one
- Each row carries
- How sure the model was, between zero and one, plus the words it heard the promise in
- Accepting
- Writes a task owned by the call's agent, or by the reviewer where there was none
- Linking
- Attached to the lead when a number on the call matches one, and left loose otherwise
- Bulk accept
- Asks for confirmation beyond five rows and takes the low confidence ones with it
- Re-analyzing
- Looks for the same kind and title on that call before adding anything
- Not the same as
- This creates work. Field suggestions edit columns on the lead instead
What it reads, and what reads it.
Nothing here invents its input. These are where the material comes from, and where the verdict goes afterward.
More in Intelligence
12 capabilitiesAI that proposes edits to the record - an insight becomes a field once you accept it.
A supervisor who used to open the audio reads it instead: what the call was about, how it went, what was asked for, what it scored. One reading, one answer.
Finding yesterday's bad calls is a filter, not an afternoon. Positive, neutral or negative on every analyzed call, kept in a field of its own you can sort on.
How the agent sounded, how the customer sounded, one word for the pair. Chosen words rather than a fixed list, so a call can close politely and grudgingly.
A month of calls gets reviewed by whoever had time. Every call carries five numbers instead, and the overall is judged in its own right rather than averaged.
Nobody re-listens to check the disclosure went out. Every call is scored against what compliance means on your floor, with a missing one excluded, not passed.
A coaching note never quotes the customer back at a rep who did not say it. Four of six engines return the channel each side was on, one control swaps them.
A collections call and an admissions call are not judged the same way. Fifteen verticals ship knowing the difference. What comes back still reads the same.
A thread is read only when somebody on it is one of your leads. No match and nothing is sent anywhere, so mail that is not about a customer is left alone.
A draft or a rewrite that lands in the composer and stops there. The subject is a suggestion, every word editable, and nothing leaves until a person sends it.
The field group you would otherwise build one field at a time. Describe what you track or paste a spreadsheet's columns, then approve or refuse each field.
Type the list you want and it builds the filter and the sort. Then it says in one sentence what it understood: a filter nobody typed has to say what it did.
OpenAI, Azure, Anthropic, Gemini, Bedrock and ten more. When one starts timing out mid-afternoon the work moves down the chain rather than stopping on you.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Intelligence
See follow-up extraction on your own floor.
Thirty minutes, your numbers and your data. We will set follow-up extraction up live and you can decide from the thing itself rather than from this page.
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