video1.0<iframe src="https://www.loom.com/embed/e3788cad4a0d4129a20f7ac24f7342db" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e3788cad4a0d4129a20f7ac24f7342db-4017e76553d54eab.gif189.774In this video, I walk you through the workflow following a voice AI call, specifically focusing on how we handle customer interactions. I demonstrate how to create a note for the customer, Frank Nightingale, and the steps involved in notifying our team and verifying contact information. It's crucial to act quickly on leads, so I emphasize the importance of moving customers through the pipeline efficiently. Please make sure to review the workflow and familiarize yourself with the process.