Softtop Per-Seat AI Assistant takes notes during every call, drafts follow-up emails automatically, and logs structured call data to your CRM after each interaction — eliminating the manual admin work that reduces team productivity after every customer conversation. The AI is included on every Softtop seat with no per-user add-on fee and requires no configuration to activate.
During voice calls, the AI transcribes the conversation in real time and generates a structured call summary as soon as the call ends. The summary includes key topics discussed, commitments made by either party, action items with suggested owners, and an overall sentiment rating for the interaction. The summary syncs to the connected CRM on the associated contact record within seconds of the call ending automatically.
For follow-up communication, the AI drafts a personalized email based on the call summary that the agent reviews and sends with one click. The draft reflects the specific topics discussed, references the caller by name, and includes the action items committed to during the call. This reduces average follow-up response time and ensures no commitment made during a call is forgotten or missed.
The AI assistant also flags calls that require supervisor attention — those with negative sentiment outcomes, compliance keywords, or escalation requests — and surfaces them in the team dashboard for manager review. AI-generated coaching suggestions based on call patterns and sentiment trends help managers identify development priorities for individual team members without manually reviewing every recording. The Per-Seat AI Assistant is available immediately after account creation with no training period or additional setup required. Walk me through your current CRM setup. We're on HubSpot but logging calls manually today. Got it. Softtop auto-logs every call — saves 30 minutes a rep, daily. That's exactly what my team needs. What's the next step? See prior calls, deals and tickets as the phone is still ringing. Drafts follow-up messages in your voice. Tone learned from your past replies. Ship it, edit it, or toss it. Admin policy by team Data stays in your Softtop tenant Meeting bot joins the call