All videos

Stay on Top of Every Call with AI

Summarize, review, and act - faster than ever with AI-powered call tools.

Summary

In this video, you'll see how Salesmsg makes handling calls effortless with new AI features. Watch how AI instantly summarizes your call transcripts, highlights next steps, and pushes call recaps to your CRM. You’ll also see real-time Insight Cards in action - bringing key contact info to your screen while you talk, plus a quick notes flow right after each call.

Transcript

Hi everyone. Today we're rolling out some awesome calling features to help you stay focused during a call and organized after. So let's take a look.

Let's start with what you see during the call. Now, whether it's an inbound call or an outbound call, you'll see all the key contact details right inside the call popup-no need to switch tabs. That includes Salesmsg fields. And if you're using a CRM like HubSpot, you'll also see CRM fields and associated objects right there while you're talking.

Next, with the newly added Call Notes feature, you can now take notes directly during your call, making it easier to capture key details, action items, and follow-ups in real time without switching between tools. As soon as the call ends, all the notes you took during the call are saved in the conversation timeline. And if you're using HubSpot, your call notes sync instantly using HubSpot's native notes timeline event. That means less manual work and more accurate records for you and your team.

For longer calls, you don't have to worry about missing anything. Enable automatic call transcription, and our AI generates a smart summary with key points discussed during the call and a "Next Steps" section highlighting any follow-up actions. And if you want to revisit something specific, you'll have the full transcript broken down by speaker, so it's easy to scan and find what you need.

That's it for now. These features are live, so next time you take or make a call, try them out and see how much smoother it makes your follow-ups.

Thanks for watching.

View more
View less

Related Videos

See How the AI Booking Agent Schedules Meetings for You
AI Knowledge Base & Ready-to-Use Textbot Templates
Salesmsg 2.0: This New Texting and Calling Platform is Now Live!
Break Borders Text Internationally from Your Number

The best way to get something done is to start

Sign up here for a 14-day trial and be on your way to engaging with your customers faster than ever before.

Start Your Free 14-Day Trial

Still have questions? Text us: (888) 409-2298

Product

Features
Integrations
Apps
Pricing
Request a demo

Company

About us
Careers
Contact us
Partners
Talk to sales
NEW Wall of love

Resources

API Documentation
API Guidelines
10DLC
Case studies
Texting Playbook
Videos
Product updates
Help center
Status Page
logo salesmsg
Google Play bangeApple Store bange

© 2025 SalesMessage, Inc. All rights reserved.

Terms & Conditions   /   Terms of Use   /   Privacy Policy   /   Billing Policy   /   Acceptable Use Policy  /  Security and Privacy

Watch Demo

Request a Demo
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
logo salesmsg
Questions? Text us
+1 (888) 409-2298
FeaturesMarketplace
Integrations
ActiveCampaignAircallIntercomHubSpotKeapMakePipedriveSalesforceSlackTwilioZapier
PricingBlog
Sign In
Get a Demo
Sign Up
Sign In
Get a Demo Sign Up