Cockpit - RecordX Autopilot

RecordX is a call recording tool designed to help businesses improve their sales performance. It allows users to record phone calls, transcribe them, and analyze them. This enables businesses to identify best practices and train their employees. RecordX can also help businesses better understand their customers and improve customer service. It integrates with other business tools, such as CRMs, for easy use.

I was responsible for designing AI integration workflows within templates, specifically by connecting to a CRM such as HubSpot. The aim was to leverage and enhance the data from this CRM using insights gathered from RecordX."