AI CRM Writeback
Nothing on an existing lead moves by itself. What the conversation gave up arrives as a queue of proposed edits, each showing the value it would replace, how sure it is, and the words it was heard in.
Suggested updates to the lead
4 awaiting review- Email93%adddana.whitlow@meridianfreight.com
it is dana dot whitlow at meridian freight dot com
- Job Title86%Operations ManagertoHead of Logistics
I moved across to run logistics back in March
- City61%San FranciscotoOakland
we shifted the depot over to Oakland last quarter
- Postal Code34%94105to94607
nine four six oh seven, I think, that is the depot one
Product figures from the platform’s own defaults - not customer averages
How it works.
Nine columns, and the list lives on the server
First name, last name, email, job title, address, city, state, postal code, country. Anything outside that is dropped before a row is even created, so an account number said out loud can never become a proposed edit.
A proposal that changes nothing is not made
Current values are read off the lead first. Where the proposal matches what is already there the row is skipped entirely, and where one for the same call and column is pending or already accepted, a second is refused.
Half confidence is where the queue draws its line
Recall on a thin conversation drags in noise, so anything under 0.5 waits behind a toggle instead of sitting in the review list. Taking the whole batch still takes those, and a batch of more than five asks you first.
Accepting is a write, with the trail to match
The lead is resolved from the numbers on the call, the column is updated, and a change entry lands carrying both values, who accepted it and where it came from. A country has to resolve to a two letter code or the accept refuses.
Two moments in every read.
Every read passes through the same seven. AI CRM Writeback 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- Columns
- Nine name, contact and address fields. Everything else is discarded before storage
- Each row carries
- The current value, the proposed one, a confidence from 0 to 1, and a quote
- Hidden by default
- Confidence under 0.5. A toggle reveals them and bulk accept includes them anyway
- Country
- Anything two characters long is upper-cased and written through unchecked. Longer values go through a table of seventeen spellings covering thirteen countries, and anything else refuses
- No matching lead
- Accepting fails with a message rather than writing to a record it guessed
- New leads
- Where nothing matches the number and a name was heard, one is created during the run
- Not the same as
- This edits an existing lead. Follow-up extraction proposes work instead
- Undoing one
- No button. Both values sit in the change log, so the old one can be typed back
What it reads, and what reads it.
Nothing here invents its input. These are where the material comes from, and where the verdict goes afterwards.
More in Intelligence
12 capabilitiesAI that proposes edits to the record - an insight becomes a field once you accept it.
One to six sentences on the record covering why the call happened and what was agreed, so nobody reading the list has to open the audio to find out.
Positive, neutral or negative on every analysed call, stored in a column of its own so the ones that went wrong are a filter rather than a listening exercise.
Chosen words rather than a fixed list for how the agent sounded, how the customer did, and the conversation overall - the manner behind the sentiment.
Communication, resolution, satisfaction and compliance scored nought to ten beside a separately judged overall, on every call that clears the analysis gates.
Compliance scored nought to ten against what the vertical says matters, because no phrase list exists to recite. A missing reading is excluded, never passed.
Four of six speech paths return the channel each side was recorded on, so the transcript knows who spoke rather than guessing, and one control swaps a pair.
Collections, healthcare, insurance, admissions and eleven more - each shaping what the analysis looks for without letting anyone break the output shape.
Threads summarised and read for intent and urgency, but only when a participant matches a record, so the model is never called on mail that is not yours.
Draft from an instruction or rework a message you have, landing in the composer with a suggested subject and going nowhere at all until you send it.
Describe what you track or paste a spreadsheet's columns, and get a named field group back with types, options and placeholders to approve one at a time.
A sentence becomes a grid filter and a sort order with the reading explained back, on the toolbar of every grid that carries a column menu of its own.
OpenAI, Azure, Anthropic, Gemini, Bedrock and ten more, bound per purpose with an ordered fallback chain, a circuit breaker and a cost line on every attempt.
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
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