New in SalesEdge.io: Voice Intelligence Automates Call Notes, Follow-Ups, and Coaching Instantly
New in SalesEdge.io: Voice Intelligence Automates Call Notes, Follow-Ups, and Coaching Instantly
October 27th, 2026
As a coach or consultant, every client call often ends with extra work—writing notes, updating contact details, logging the outcome. Sometimes, this “homework” doesn’t get done right away and important information can slip through the cracks.
SalesEdge.io’s new Voice Intelligence feature does that work for you, so you can spend less time on admin and more time helping your clients and growing your business. Here’s how it benefits you:
- No more tedious note taking: After each recorded call, you’ll instantly see what your client discussed, agreements made, and next steps—all summarized for you when you open the call.
- Seamless team handoffs: If someone else from your team speaks to the client next, they’ll have a clear summary and never need to ask the client to repeat key details.
- Up-to-date contact records: Names, emails, and other info mentioned during the call are detected and ready for you to quickly review and save into your CRM.
- Consistent call logging: SalesEdge.io suggests the call outcome based on your custom list—simply confirm or adjust as needed.
- Actionable coaching insights: Each call is automatically scored and comes with a practical tip for improvement. It’s easy to identify which team members need support and exactly how you can help them grow.
You stay in control—nothing is updated until you approve it. Voice Intelligence is easy to set up once, and then works automatically in the background for every call.
Customize Voice Intelligence for Your Workflow
- Summary customization: Choose which sections (like next steps or objections) are included in your call summaries and in what order, so your team sees what matters most.
- QA scorecard settings: Personalize the way your calls are scored by adding, editing, or removing scoring categories to match your unique coaching or sales process.
- Flexible field suggestions: Decide which contact fields (including any custom fields you use) should be filled in after calls.
- Tailored call outcomes: Outcome suggestions pull only from your own disposition list.
- Work in your language: Get call summaries and reports in the language your team prefers.
- Easy controls: Turn features on or off to fit how you like to work. Adjust settings anytime—they’ll apply to future calls.
How to Get Started
To use Voice Intelligence, head to Labs and enable the feature. Then, visit Settings > Phone System > Voice > Call Recording & Transcription > Voice Intelligence, and toggle it on. Make sure call recording is enabled as well. This feature works with LeadConnector numbers and skips voicemails or very short calls. There are no additional costs beyond your usual call transcription.
This feature is currently in Labs, so your feedback is welcome! Use the thumbs-up or thumbs-down icons after results to share your experience with us.
What’s Coming Soon
- Automatic follow-up tasks: When you promise a client a follow-up, a task will be created automatically for you to review and save.
- Smoother pipeline management: Instantly see which stage a client opportunity should move to after each call, and update it with one click.
- Spot unhappy clients faster: See at a glance how a client felt about the call—no need to re-listen to entire conversations.
- Talk vs. listen insights: Understand how much your team talked versus how much the client spoke, with simple call metrics.
- Track team performance over time: Check QA scores by team member and find calls that might need extra review or support.
- Transparent scoring: Every call score is backed by details from the conversation. Team members will see what they did well and where to improve.
- More workflow power: Use your call summaries and scores in automated workflows or integrate with other tools you already use.
- Mobile access: View call summaries and coaching scores directly in the SalesEdge.io mobile app.
- Effortless transcript sharing: Copy an entire call transcript with one click to use in notes, emails, or anywhere else.
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
