Summarize chat transcripts and flag potential sales leads

Your live chat transcripts arrive without context, leaving reps unprepared for follow-up. Get concise summaries and a clear lead/no-lead flag so outreach happens within minutes.

Workflow preview:

Zap details:

Overview

Raw live-chat text makes it hard for reps to prioritize incoming conversations. This flow turns each transcript into a short summary and a clear yes/no lead flag, so reps can begin outreach within minutes and reduce follow-up lag.