FOR CUSTOMER SUCCESS · WINDOWS AND MAC

Customer calls written up, and replies that don’t take all afternoon.

Customer success is calls plus follow-ups, and the follow-ups are where the time goes. Vokalu writes up the call without a bot joining, then lets you dictate every reply in the tone the channel needs.

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WHAT YOU SAY

They want the SSO setup before the renewal, legal needs the updated DPA, and I’ll send the admin guide by Wednesday.

IN THE MEETING NOTES TEMPLATE

Next steps: - SSO setup before the renewal. - Legal needs the updated DPA. - Send the admin guide by Wednesday.

Illustrative example, not a recorded customer result.

Note templates for this work

Pick a template when you start Notes, for a live meeting or an uploaded recording. Deal review works for renewals too: summary, stage and date, stakeholders, risks, what you need, and next steps with owners.

MEETING NOTES

Attendees and context
Topics, in the order discussed
Next steps

DEAL REVIEW

Deal summary
Stage and close date
Stakeholders
Risks and blockers
What we need
Next steps (owner, date)

Dictation for the rest of the day

Email replies in the right shape

Dictated into Gmail or Outlook, laid out as an email with your own greeting and sign-off.

Quick answers in chat

Slack, Teams and WhatsApp messages stay casual and short.

Help desk tickets

Dictate into any text field: Zendesk, Intercom, Freshdesk, a CRM note.

Questions worth asking

Does Vokalu connect to our help desk?

No integration is needed: it types into whatever text field you’re in.

Can a whole CS team use it?

Yes. A company workspace pools credit and shares note templates.