Something a call shows needs doing: a callback that was promised, a customer ready to buy, a complaint, a compliance step that looks missed, or a skill to coach. Each case has a number, a type, an owner, a due date and the words from the call.

How does axleo create cases from calls?

Leo, axleo’s AI assistant, reads each call alongside the customer’s earlier calls and picks out what needs doing. Each one becomes a case with an owner, a due date taken from what was said, and the exact moment in the call.

Who is a case assigned to?

The person the call says will do it. If Tom promised the callback, it’s Tom’s. If he said his manager would ring, it goes to the manager. If Leo can’t match the person, the case waits in Unassigned for a manager to hand out.

Do cases close by themselves?

Callbacks can. When the person who promised a callback rings that customer again, the follow-up is marked done. Everything else is closed by a person.

Won’t this flood my team with cases?

No. A case is only made when the call shows someone has something to do, and there’s at most one of each type per call. Coaching cases come at most once a week per person.

axleo

Cases

Every call turns into cases: the promise to call back, the customer ready to buy, the complaint. Each one goes to the right person, with the exact moment in the call.

Example data · Redbridge Motor Group is a fictional dealership

Five kinds

A call can turn into five kinds of case. Pick one to see a real example.

All about follow-ups

Who sees what

Everyone sees their own.Managers see the team.

Managers switch between Mine, Team and Unassigned, and can reassign anything. They also get Radar.

How these pages fit together

Every call becomes cases: jobs for your team, and a summary for managers.

A call endsSales or service, on any phone system

Leo reads itand turns what it finds into cases

Proof, not paraphrase

Every case plays the wordsthat created it.

Each case links to the call it came from and plays the exact quote. The quote is checked against the transcript word for word. If it doesn’t match, it isn’t shown, so nobody acts on something that wasn’t said.

Leo’s summary on top, the quote underneath
Play the moment, without listening to the whole call
A callback closes itself when the person who promised it rings the customer

How it works

A call ends. Your team gets its jobs.

01
Leo listens
It listens to the whole call, and looks at what that customer said before.
02
Leo writes it up
If someone needs to do something, Leo makes a case. It says what, who and by when.
03
Your team does it
The person gets the case, plays the moment and does the job. Then they tick it off.

FAQ

Questions about cases

More of axleo

Stop promises slipping through the cracks

Book a demo and see the cases hiding in one of your own calls.

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