Sales Call Logging Agent
A voice agent that territory managers call before and after customer meetings. It walks them through a fixed set of questions and logs every answer straight into Salesforce — so the rest of the sales pipeline has fresh, structured notes the same day, instead of a gap that gets backfilled from memory or never filled at all.
$ cat tldr.md
Territory managers visit customer offices in person, and the insights from those visits only help the pipeline if they get logged. This agent removes the friction: call a number, answer a fixed set of questions out loud, and the agent writes it into Salesforce for you — no form, no app, no "I'll log it later."
$ cat problems.md
Why this needed building
- Field insights only help the sales pipeline if they get logged — and logging usually happens later, at a desk, from memory.
- Delayed or skipped logging means details get missed, so teams further down the pipeline re-ask the client things that were already covered — going in circles instead of moving the deal forward.
- A CRM form is a context switch the territory manager has to remember to make; a phone call, right after walking out of the meeting, is not.
- Without a fixed question set, notes vary by rep — some thorough, some thin — so the pipeline can't rely on them being complete.
$ ls features/ -la
What it does
Call-In Logging, No App Required
The territory manager dials a dedicated number right after leaving a meeting — no CRM form, no app to open.
Fixed Question Script
The agent walks through the same pre-call and post-call questions every time, so notes stay structured and comparable.
Live Voice, Not a Form
Built on LiveKit for the real-time conversation and Genesys for telephony — the TM just talks, naturally.
Automatic Salesforce Logging
Every answer is mapped to its Salesforce field and written to the account or contact automatically.
Same-Day Pipeline Visibility
Notes land in Salesforce within minutes of the call, not backfilled from memory days later.
Planned: Auto-Triggered Outbound Calls
On the roadmap: 10 minutes before and after a scheduled meeting, the calendar automatically places the call — no dialing in required at all.
$ map pipeline/ --interactive
How a call becomes a CRM record
The technical pipeline from dial-in to Salesforce. Click a stage to see how it works.
hover to trace · click a stage for the technical detail