CategoryVoiceDifficultyIntermediateVersion1.0.0Creditsreading transcripts and gradings is free; this skill only writes tasks and notes in the CRMRequired MCP toolsg8_voice_get_call_transcriptg8_voice_get_call_gradingg8_create_taskg8_create_note
Turn a finished dialer call into accountability: what was said, how it went, what was promised, and the tasks that make the promises happen. Works for a single call or a whole dialer session review.
When to use
“How did my calls go today?”
“Review the call with <contact> and set up follow-ups”
“What did I promise on yesterday’s calls?”
Prerequisites
Calls made through the graph8 dialer (transcripts and gradings exist only for recorded dialer calls).
Activate missing tools: g8_tool_search("voice") or g8_tool_search("dialer"), or call via g8_execute.
Steps
Locate the call(s). From the user’s description (contact name, session, “today”), identify the call ids. If reviewing a session, list the calls and let the user pick, or sweep all connected calls.
Read the transcript.g8_voice_get_call_transcript. Extract, with timestamps where useful: commitments made by the rep (“I’ll send pricing by Friday”), commitments made by the prospect (“I’ll loop in my VP”), objections raised, and any dates/numbers mentioned.
Read the grading.g8_voice_get_call_grading for the AI assessment: talk ratio, discovery quality, objection handling. Pair each weak grade with a concrete moment from the transcript, not generic advice.
Propose the follow-up plan. A short list: tasks (with owners and due dates derived from what was actually said), and a call summary note for the contact record. Show it before writing anything.
Write on approval.g8_create_task per follow-up (due dates matching the commitments) and g8_create_note with the structured summary (outcome, objections, next step) on the contact.
Coach briefly. One or two specific, transcript-grounded improvements. Skip the lecture.
Example prompts
“Review my last call with Jane at Acme and set up the follow-ups.”
“Summarize today’s dialer session: what went well, what did I promise?”
“Pull the objections from this week’s calls.”
Troubleshooting
No transcript found: the call may not have connected or recording was off; check the session’s call list before assuming data loss.
Grading missing but transcript exists: grading can lag; review from the transcript alone and note the gap.
Tool not visible:g8_tool_search("dialer") then retry.