What are Smart Answers? - Your personal call notes

Smart Answers in the sipgate app: create and use personal call notes during a call.

What are Smart Answers?

With Smart Answers, users can record and categorize information on recurring questions in customer conversations in the sipgate app during a call. Users can define individual focuses that are taken into account during the course of the conversation and summarized based on the statements recorded. This stores exactly the relevant information the user needs.

How can I use Smart Answers?

As a user, you can use Smart Answers to focus on the important questions in the conversation and thus capture the conversation content relevant to you. As soon as information relating to one of the previously defined requirements is mentioned during the conversation, it appears with the corresponding question in a separate summary in the sipgate app. Individual Smart Answers can be grouped into sets. These can be assigned to incoming or outgoing calls as needed. This allows users to use different sets for different scenarios.

What requirements are there for using Smart Answers?

Smart Answers are only available in the sipgate app. For users who only use the standard included sipgate app, a question set with a maximum of 10 questions is available. Smart Answers are based on the transcripts created, so a maximum of 10 Smart Answers per month can be created.

Users who use sipgate App Business can create a question set with a maximum of 10 questions. However, they receive for all calls within a billing period the generated Smart Answers. With the sipgate App Premium, an unlimited number of questions can be created in multiple question sets. This allows you to equip different channels with individual question sets and configure them for both inbound and outbound calls. Furthermore, the number of Smart Answers created per month for users with sipgate App Premium is unlimited.

How do I set up Smart Answers?

First, the Smart Answers for each user must be configured on the AI features page in the sipgate app under Settings → AI features → Smart Answers. There, you can set up the desired questions. Please note that the desired requirements should be phrased so that they are directly addressed to the assistant, for example: “Capture all details about the customer’s budget.” In addition, you can add a heading to each question. Then determine whether the questions should be used only for incoming or outgoing calls or for all calls.

Then the captured notes appear in the Call Details according to the configured instructions. The Smart Answers can then be automatically transferred into the notes after a conversation.