Knowledge Agent
Altifypedia
A single source of truth trained on 600 product docs, with role-tailored answers for sellers and engineers.
/ The Problem
Sellers were spending more time updating their CRM after meetings than they were spending in the meetings themselves and still getting it wrong.
After every customer call, a seller had to translate a 45-minute conversation into structured fields: stakeholder updates, pain points, next steps, deal stage progression, action items. Most sellers did this from memory, hours or days later, filling in CRM fields inaccurately or leaving them empty entirely.
The result was a CRM full of stale, incomplete data that managers couldn't trust and forecasting tools couldn't use. The problem wasn't that sellers didn't care it was that the task was genuinely tedious and the value was invisible to the person doing it.
Pain points
- Manual data entry after every call consumed time sellers would rather spend on their next conversation.
- Memory-based updates were inaccurate — key details were lost or distorted hours after the meeting.
- CRM data quality was too low to be useful for forecasting, coaching, or account strategy.
/ The Solution
I designed an Artifact that gets a call transcript and converts it into Altify PRIME Actions. The user just needs to share the Zoom, MS Teams, or Google Meet call link and tell the agent which Opportunity or Account was being discussed.
Nothing is populated before the user gives their approval.
/ How It Works
1
Share the call link
The user pastes the Zoom, MS Teams, or Google Meet call link and tells the Artifact which Opportunity or Account was being discussed. That's all the input required.
2
Transcript retrieval
The Artifact fetches the call transcript from the meeting platform. No recording setup or manual upload needed.
3
PRIME Actions generated
The Artifact reads the transcript and generates a set of Altify PRIME Actions — each one verb-first, specific, and tied back to what was said in the call.
4
User approval before anything is written
The proposed actions are shown to the user for review. Nothing is created in Altify until the user explicitly approves. They can edit, skip, or confirm each item before it is written.
/ Impact
CRM data went from a chore sellers avoided to something that updated itself and the data quality that came out the other side changed what managers and forecasters could do with it.
<1min
Post-call admin time
Real-time
CRM update timing
Higher
Data completeness
Key outcomes
- Sellers spend less than 60 seconds on post-call admin instead of 15–20 minutes.
- Account data captured from the source conversation rather than from memory significantly more accurate.
- Managers have reliable, timely data for coaching and pipeline reviews.
- Forecasting tools become more trustworthy because the underlying CRM data is cleaner.