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Wilson Tan
Business Problem:
Currently, closing notes on Respond.io require manual input, which can be time-consuming and inconsistent. Users have no automated way to categorize or summarize conversations effectively. This lack of automation hinders the ability to analyze trends, sentiments, or outcomes across conversations, leaving a gap in actionable insights.
Desired Outcome:
Implement an AI-driven system for closing notes that:
  • Automates Categorization: Suggests or selects categories (e.g., "Resolved," "Escalated," "Follow-Up Needed").
  • Generates Summaries: Provides concise, AI-generated summaries of the conversation when a conversation is closed.
  • Exportable Data: Stores categorized notes, summaries, and sentiments in a table for Data Export.
This enables users to view trends in conversation outcomes and sentiments across the platform.
By introducing this feature, Respond.io can:
  • Save users time by automating closing note tasks.
  • Improve data consistency for more accurate insights.
  • Empower businesses with actionable analytics to enhance customer interactions and team performance.