How does AI-powered activity logging work for deals?
Heffl's AI agent automatically captures and categorizes all deal activities including calls, emails, meetings, and WhatsApp messages. Voice logging allows you to speak updates naturally, and AI suggests next steps based on deal context.
Intelligent activity capture eliminates manual data entry:
Automatic Activity Capture
- Email conversations automatically logged
- WhatsApp messages and calls tracked
- Meeting notes and outcomes recorded
- Document shares and downloads monitored
Voice-Powered Logging
- Speak activity updates naturally
- AI transcribes and categorizes automatically
- Supports multiple languages and accents
- Smart extraction of key information
AI-Suggested Next Steps
- Analyzes deal context and history
- Suggests optimal follow-up actions
- Recommends timing for next contact
- Identifies potential risks or opportunities
Smart Categorization
- Automatically categorizes activity types
- Identifies sentiment and engagement level
- Tracks deal momentum and progress
- Flags important events and milestones
Team Visibility
- Complete activity timeline for all team members
- Activity summaries and highlights
- Performance tracking and analytics
- Collaboration notes and internal updates
