The moment a call ends, Ultragent reviews the conversation and turns it into a clean, structured record. You get a summary, a list of next steps, and the key signals from the conversation, all saved to the call automatically.
What you get after every call
- Summary: a short, readable recap of what was discussed.
- Sentiment: a quick read on the tone of the conversation, shown as positive, neutral, negative, or mixed.
- Next steps: the action items that came up, ready to act on.
- Deal signals: buying signals, objections, commitments, and competitor mentions, pulled straight from the conversation.
- Transcript: a written record of the call, shown speaker by speaker.
See the details of a call
- Open Calls from the left menu.
- Click any call in your history.
- Read the Summary, Next Steps, and Deal Signals sections in the detail panel on the right.
- Scroll down to the Transcript to revisit exactly what was said.
Next steps become tasks
Ultragent doesn't just list your next steps, it turns them into follow-up tasks for you. Each one is labelled as a call follow-up and tied back to the call, so nothing slips through the cracks. You'll see them listed under Tasks Created on the call's detail view.
Your records stay up to date
Every completed call is logged automatically against the contact and any linked deal, with the summary attached. The contact's last-contacted date and call count update on their own, so your CRM reflects reality without any manual entry.
Tip
Use the Deal Signals section before your next conversation. A quick glance at past objections and buying signals helps you pick up exactly where you left off.
Do I need to take notes during the call?
No. Ultragent captures the summary, next steps, and signals for you. You are free to focus entirely on the conversation.
What exactly do I get once the call ends?
A short summary, a sentiment read, your next steps, the deal signals from the conversation, and a full transcript — all saved to the call automatically within moments of hanging up.
Where do the follow-up tasks appear?
They are created automatically from your next steps and listed on the call's detail view under Tasks Created, ready for you to work through.
Is the conversation saved word for word?
Yes. A full transcript is available on the call's detail view, shown speaker by speaker so you can revisit the exact wording any time.
Does my contact record update on its own?
It does. The call is logged against the contact and any linked deal, and details like the last-contacted date and call count refresh automatically, so your CRM stays current with no manual entry.