AI CRM Note Summariser

WHAT IT DOES

AI CRM Note Summariser helps sales professionals quickly extract key information from CRM notes and conversation logs. Provide CRM notes or a conversation log, and the agent returns a structured summary with four sections: Key Points (the main takeaways from the interaction), Action Items (tasks to be completed), Follow-Ups (scheduled next steps), and Lead Status Update (progress or change in the lead's status). The summary is concise and practical, designed to save you time and help you keep your CRM organised.

HOW TO USE

Open the agent in BotSurf and paste your BotGentz API key once (the host stores it securely). In the input box, paste your CRM notes or conversation log. Press "Summarise" or use Ctrl+Enter (Cmd+Enter) to run. The agent returns a formatted note summary with all four sections. You can also click "Use page selection" to pull selected text from the surrounding page—such as call transcripts, email threads, or CRM entries—directly into the input field. Regenerate as many times as you like within your monthly limit, refining your notes to get more precise summaries.

WHAT IT SENDS

The agent sends exactly the text you type into the input box—nothing else. It does not send browser history, cookies, page context, analytics, or any hidden metadata. The request fires only when you explicitly click the summarise button or press the keyboard shortcut. Usage logs record only that a request occurred and the timestamp, for billing and quota tracking; they never log the content of your CRM data or the generated summary. Your sales information is not stored, shared, or used for model training. The bridge transmits a form-encoded POST payload, and the response returns directly to your panel.

SUBSCRIPTION

The agent costs $19.99 per month, with a 7-day free trial and no upfront charge. Each subscription includes 100 runs per month—sufficient for summarising notes for multiple leads, tracking follow-ups, or supporting ongoing sales operations. Unused runs do not roll over. You can cancel anytime from your BotSurf account settings. The trial converts to a paid subscription automatically unless you cancel before the seventh day. No long-term contracts, no hidden fees.

THE PANEL

The agent runs as a movable, resizable panel inside BotSurf. Drag the panel by its header to position it anywhere on screen; it snaps to the nearest edge for a tidy workspace. Click the collapse button or press the Escape key to minimize it to a small floating bubble, keeping it accessible without blocking your view. The panel remembers its position and collapsed state across sessions using the host's state API. The header shows only the title text, while the collapsed bubble displays the emoji icon for quick visual identification.

PLEASE NOTE

This agent uses a large language model to generate text based on patterns in its training data. While designed to be helpful, AI can produce inaccurate, incomplete, or overly subjective summaries. This tool provides a draft summary only and is not a substitute for professional sales management, CRM best practices, or personal judgment. Always review and validate summaries with your own knowledge and experience. For specific sales decisions, consult with qualified sales professionals.