Capture the essentials
Sawy records contact details from customer conversations and links each lead to its source. Urgent requests can be highlighted so your team can review them promptly. Check captured information against the transcript before acting on it.
Decide what happens next
Search Leads, filter by status and open a record to edit its priority, status, notes and follow-up time. Your team's notes and status are preserved as the conversation adds information. Call or email the customer using their provided details.
Create an appointment from a lead when the next step is a visit or consultation. The request still needs a confirmed time. Use the source conversation to understand questions or changes that need a personal reply.
A follow-up time is a visible team reminder in the lead record. It does not start an automated outbound calling campaign or assign the enquiry to a salesperson.