(888) 815-0802Sign In
revenue - Home page(888) 815-0802

See how Revenue.io automatically summarizes every conversation

How to Use Conversation Summaries in Revenue AI

  1. On the Conversations Page, click on any conversation to see an automatically generated summary with key takeaways, objections, and next best actions.

  2. Once the conversation opens, you’ll see an AI-generated summary, created instantly for quick review.

  3. Expand the summary section to explore the detailed conversation summary breakdown.

  4. Now, you can see your full conversation summary. It includes key points, challenges, and next steps, all in one view.

  5. You get all the key call details, clearly summarized for both reps and managers to see.

  6. View and prioritize the right actions with smart Next Steps that move deals forward.