Conversation Intelligence

Customers talk everywhere. Your CRM keeps up.

Email, calls, meetings and WhatsApp — captured, summarized and connected to the right Lead or Deal. Every conversation becomes intelligence Astra can act on.

Email·Voice·Meetings·WhatsApp·Calendar
Conversation Intelligence Listening across channels
Email Voice Meetings WhatsApp Calendar
Understands · summarizes · connects context A reply from Rahul Mehta about revised commercial terms — read, summarized and attached to the deal.
Acme Enterprise deal Engagement history
Email · revised terms requested 2h
Call · 18:42 summarized 1d
Meeting · technical alignment confirmed 2d
WhatsApp · CFO approval pending 3d
Astra intelligence Scores Trends Nudges Next-best actions Intelligent replies
One customer context

Stop searching for customer conversations across different places.

An important reply sits in someone’s inbox. The last commercial discussion happened on a call. Requirements came up in a Teams meeting. A decision arrived over WhatsApp. Your rep still needs to understand one relationship.

Email Customer correspondence from Microsoft 365 or Gmail.
Calls Voice conversations with the people on the deal.
Meetings Teams, Google Meet and Zoom.
WhatsApp Business conversations where decisions often happen.
Connected to the Lead or Deal One connected customer context.
No searching through inboxes, meeting notes and messages just to understand what happened with a deal.
Email intelligence

Your inbox is part of the customer relationship. Your CRM should know that.

Connect Microsoft 365 or Gmail and bring customer email conversations into SalesAstra. Relevant exchanges stay attached to the Lead or Deal, so your team has the relationship context without moving between CRM and inbox.

Customer reply Rahul Mehta · Acme Technologies

“The proposal looks good. Can you revise the commercial terms and send them before Friday? I’ll review them with our procurement team.”

SalesAstra understands the context
Commercial discussion progressing
Procurement now involved
Response expected before Friday
Customer context updated Acme Enterprise deal Astra now has more context when working out what this opportunity needs next.
Your inbox shouldn’t know more about the customer than your CRM does.
Intelligent email replies

Respond with the context of the relationship.

A good reply isn’t just well written — it understands what the customer said and the relationship around it. SalesAstra prepares a response using the customer and deal context already in the CRM.

Customer email

“Can you send the revised pricing before our procurement review on Friday?”

Context Astra draws on The open opportunity, the stage it is in, who is involved and what was agreed in the conversations before this one.
Astra suggested reply Draft
Hi Rahul, Yes — I’ll have the revised commercial terms with you by Thursday so you have them ahead of Friday’s procurement review. They reflect the scope we confirmed on last week’s call. If it helps, I can join the review to answer anything procurement raises. Best,
Jordan
Send Edit Review
Astra suggests. Your team decides.
Meeting intelligence

Finish the meeting. The context is already where it belongs.

Some of the most important information in a deal is exchanged in meetings — and too often it stays in someone’s memory or handwritten notes. Connect your calendar and Teams, Google Meet or Zoom.

0 min customer meeting Teams · Meet · Zoom
No more post-meeting CRM work Reps don’t finish a customer meeting and then spend another fifteen minutes reconstructing what happened. The conversation becomes part of the relationship context.
AI meeting summary Acme Technologies

Acme confirmed technical alignment and wants to proceed. Procurement has requested revised commercials before internal approval. A decision is expected next week.

Key context
Commercial revision required
Procurement involved
Decision expected next week
Next steps
Send the revised commercial proposal
Follow up with procurement
Added to Acme Enterprise deal
From scheduling to follow-up
Schedule meeting
Calendar sync
Customer meeting
Transcript & AI summary
Engagement updated
Astra intelligence
A continuous loop, rather than disconnected calendar events and CRM records.
Human control

Your meetings. Your choice.

AI should remove work — not take control away from the people doing it. SalesAstra gives users control over which meetings are captured and transcribed.

Before the meeting starts Transcribe this meeting?
✓Yes, capture with Astra Not this meeting
Only the conversations users choose become part of the AI-assisted meeting workflow. AI handles the work. Humans decide when it should.
Voice intelligence

Don’t let important sales calls disappear when they end.

A short call can change an entire opportunity — a new requirement, a concern, a shifted timeline, a confirmed next step. SalesAstra turns supported customer calls into summaries attached to the right Lead or Deal.

18:42 Customer call
AI call summary

The customer remains interested but asked for revised commercials before moving forward. A procurement review is expected within two weeks.

Added to Deal engagement history
The important part happens next. The call becomes part of what Astra knows. That context shapes how Astra helps the rep read the opportunity, spot what needs attention and decide what to work on next.
Conversation→Context→Intelligence→Action
WhatsApp intelligence

Because business doesn’t only happen in meetings and inboxes.

A customer may confirm interest, ask for pricing, postpone a decision or raise an objection entirely over WhatsApp. Those conversations shouldn’t stay disconnected from the opportunity.

Rahul Mehta WhatsApp Business
We’ve reviewed the proposal internally.
Pricing looks okay. Need final approval from our CFO.
Sure. When do you expect the review?
Probably early next week.
Conversation summary
Proposal reviewed internallyPricing acceptedCFO approval pendingDecision expected next week
Added to deal engagement That context becomes available to Astra when helping the team understand the opportunity.
The intelligence loop

Conversations shouldn’t just be stored. They should make your CRM smarter.

Every meaningful customer interaction adds another piece of context to the relationship.

Email reply
Customer call
Sales meeting
WhatsApp conversation
A continuously growing customer context.
Scores Understand the strength of an opportunity.
Trends See whether momentum is improving or declining.
Smart nudges Surface the moments that need attention.
Next-best actions Help reps understand what to do next.
Summaries Understand the relationship without reconstructing it.
Intelligent replies Respond using relevant customer context.
Relationship coverage See who is engaged across the account and who has gone quiet.
Commitments & next steps What was promised, by whom, and what is still outstanding.
The more your team engages with customers, the more context SalesAstra has to help them sell.
Less documenting. More selling.

Your team has the conversation. SalesAstra handles the context.

Without SalesAstra
Search through email threads
Write meeting notes manually
Update the CRM after calls
WhatsApp context stays fragmented
Reconstruct what happened
Decide follow-ups manually
Write every response from scratch
With Conversation Intelligence
Customer context connected to the Lead or Deal
AI-generated meeting summaries
Call summaries captured in engagement history
Conversation context connected to the opportunity
See the relationship in one place
Astra suggests what deserves attention
Context-aware reply suggestions

Never lose the context behind a customer conversation.

Bring email, calls, meetings and WhatsApp into one connected customer history — and give Astra the context to help your team know what matters next.

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