Topic
Pricing for a five-seat team plan and onboarding timeline.
AI Assistant
AI Calling Assistant That Listens, Summarizes, and Sets up the Next Step
DialTri AI Calling Assistant captures what was said on each call, turns it into a short summary, and suggests the follow-up, so reps can move to the next conversation without typing up notes. Built as an AI Assistant for Calls, it works alongside your reps rather than in place of them.
- Call Summaries
- Suggested Follow-Ups
- Notes Saved to Contact
- Rep-Reviewed Output
Key Features
What the Assistant Does on Every Call
Each feature of the AI Calling Assistant removes a task reps usually do after hanging up, when the details are already fading.
-
01 · SummaryCall Summaries
A short recap of the conversation is ready as soon as the call ends, where your plan supports it.
-
02 · Key pointsKey Point Capture
Pricing questions, objections, and commitments are pulled out, so they are easy to find later.
-
03 · Next stepNext-Step Suggestions
As a Sales Call Assistant, it proposes follow-up tasks and callback times based on what the contact said.
-
04 · DraftNote Drafting
Notes are drafted for the rep to edit, so nothing is saved without a quick review.
-
05 · SyncedContact Record Sync
Approved summaries attach to the contact in your supported CRM, keeping history complete.
Call Timeline
Support Before, During, and After the Call
The AI Calling Assistant helps at each stage of a call, not only at the end.
Pricing call · Maya Chen
Live · Call #2,418
Stage 1 of 3
Before the Call
Reps see the contact’s history and the last summary, so they open the conversation informed.
Stage 2 of 3
During the Call
The assistant captures the conversation in the background so the rep can listen instead of typing.
Stage 3 of 3
After the Call
A summary and suggested next step appear for review, and the approved version is saved to the record.
Sample Summary
What a Call Summary Looks Like
This example shows the kind of recap an AI-Powered Calling Assistant can prepare after a sales call.
Contact Concern
Wants to confirm CRM compatibility before approving.
Open Question
Whether setup requires IT support.
Commitment
Rep will send a setup overview by Thursday.
Suggested Next Step
Follow-up call on Friday at 3:00 PM.
Best For
Teams That Talk to Customers All Day
An AI Voice Assistant for Sales fits teams where every conversation produces details worth keeping.
01 / 05Sales Reps
Skip the end-of-call typing and go straight to the next prospect with a clean record.
Call ends → clean record
02 / 05Sales Managers
Read consistent summaries instead of asking each rep for an update.
Same summary format for every rep
03 / 05Account Managers
Pick up a customer relationship with a clear history of past conversations.
Past calls → clear history
04 / 05Support Teams
Hand an open case to a colleague with a summary of what has already been discussed.
Open case → handoff summary
05 / 05Lead Generation Teams
Keep a clear record of every inquiry call so handoffs to sales reps are smooth.
Inquiry call → smooth sales handoff
Setup and Control
You Decide How the Assistant Works
The AI Calling Assistant is optional, and your team controls where and how it is used.
Team-Level Switches
Turn the assistant on for specific teams or campaigns, depending on your plan and setup.
Review Before Saving
Reps check and edit each summary before it is attached to a contact.
Consent and Disclosure
Follow your own policies on informing customers when calls are processed, and set the assistant up to match.
Adjustable Output
Choose what each summary includes, such as next steps, objections, or commitments, where options are available.
CRM Connection
Link a supported CRM so approved summaries land on the right contact record.
What Is an AI Calling Assistant?You
It is a tool that captures what is said on a call, prepares a summary and suggested next step, and helps reps keep records complete without manual typing.
Does It Make Calls on Its Own?You
No, it's not. Consider it an AI Phone Assistant for your reps. It's there for your reps both during and immediately after the call (while they're still the voice on the line).
Can an AI Calling Assistant Work With Our CRM?You
Yes. DialTri works with supported CRM systems so approved summaries and notes remain attached to the contact record.
Can Reps Edit the Summary?You
Yes, Reps can edit or retype any line as you go along.
Is It Included in Every Plan?You
It is a feature that's optional and can be supported based on your plan and setup.
Do We Need to Tell Customers About It?You
Requirements vary by region and business, so follow your own policies and legal guidance on notifying people when calls are processed.
