Good afternoon, Michael!

Record a call or note. The assistant will separate orders, quotes, customer requests and follow-ups for your approval.

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Customers0

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Open Follow-Ups0

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Overdue0

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Draft Orders0

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Draft Quotes0

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Opportunities0

Recent Activity

Upcoming Follow-Ups

Recording & Transcription

Ready

Customer

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Click to start recording Speak naturally. You can mention an order, quote, customer request and follow-up in the same recording.

Latest Transcription

No recording yet

Recording notice: Make sure you have any consent required by applicable call-recording laws before recording a conversation.

Contacts

Keep customer contacts, phone numbers, birthdays and addresses in one place.

No contacts loaded.

Order Cart

Draft orders created manually or from recordings. Review line items before sending them to the branch.

Build a Quote

Quote requests captured from recordings are placed here automatically after approval.

Daily Sales Report

Print everything captured for a day. Orders, quote requests, customer requests, follow-ups and notes.

Report Date

Michael's Sales Assistant

Michael's Sales Assistant

Good afternoon, Michael!

Recent Activity

Upcoming Follow-Ups

Recording & Transcription

Latest Transcription

AI Sales Review

Contacts

Order Cart

Build a Quote

Daily Sales Report

Michael's Daily Sales Activity Report

Orders

Quote Requests

Customer Requests

Follow-Ups Added

Calls & Notes