Skip to main content

For reps

For managers and owners

Tips

  • Ask for quotes. “Show me what they said” makes the assistant pull the transcript instead of paraphrasing.
  • Name a time window. “This week” or “last 30 days” keeps answers focused and fast.
  • Ask it to read everything. For “across all our calls” questions, say so. The assistant then follows every page of results instead of stopping at the first.