How do you increase the reliability of your advice with AI?
"AI, is it reliable?"
A fair question. But if you deploy it smartly, AI can just contribute to more reliability, especially in the way you gather, process and convey information.
After all, how often do mistakes creep into a report? How often do figures or agreements get lost between the conversation and the final report? With tools like Claritalk, you get AI that supports you in every step of the advisory process. Find out how below.
1 Capture conversations automatically fully and objectively
Don't rely solely on your memory or manual notes. Claritalk automatically records your customer conversations and converts them into a clear summary. No more fragments or interpretations, but a complete and factual report. That way you're always working with the right input.
Application: Use Claritalk during your meetings so as not to miss any figures, nuances or agreements. This way you avoid mistakes in your advice or reporting.
2. Automatically link call data to your CRM or records
AI can do more than listen. Claritalk recognizes who you're talking to, what it's about and automatically links that to the right file or CRM contact. No more duplicates or incorrect files.
Application: Link your CRM to Claritalk and select the right person for your meeting. Everything is neatly recorded in the right place.
3. Analyze trends in your conversations
Want to know what questions customers often ask? Or what concerns recur among business owners? Claritalk analyzes conversations over time, so you can recognize trends and respond proactively.
Application: Review the recurring themes in your call logs. Use these insights to prepare your advice or adjust your services.
4. Work more consistently as a team
In many organizations, multiple people work around the same customer. AI ensures that everyone has access to the same, up-to-date information. No more confusion or missed info.
Application: Share automatically generated call reports in your team so colleagues can smoothly take over or adjust as needed.
5. Build trust with transparent communication
A client who, after a conversation, receives a clear overview of what was discussed? That is powerful. It shows that you listen, have structure and keep your promises.
Application: After every consultation, automatically send a summary or report to your client via Claritalk. It increases your professionalism and reduces misunderstandings.
Finally, AI is your co-pilot, not your replacement
Claritalk does not take over the work, but helps you do it better. You remain the expert who analyzes, advises and makes decisions, but based on accurate, complete and shared information.