AI Discovery Call Recap for CRM Drafter

WHAT IT DOES

AI Discovery Call Recap for CRM Drafter helps you create structured, professional discovery call recaps that are ready to log directly into your CRM system. You provide notes or transcript highlights from a discovery call—prospect/company name, key pain points, business goals, decision-maker information, timeline, budget indicators, competitor mentions, and any other relevant context—and the agent generates a complete, CRM-ready recap. The output includes a call summary, identified pain points and goals, decision-maker details, timeline and budget insights, competitive context, and clear next steps with assigned owners. Whether you use Salesforce, HubSpot, or another sales platform, this agent saves you time and ensures your call recaps are thorough, consistent, and actionable.

HOW TO USE

Open the agent in BotSurf and paste your API key once—the host handles key storage securely via BGAI.setKey, so you never manage it yourself. Enter your discovery call notes in the input box: prospect or company name, contact name and title, key pain points discussed, business goals, decision-making process, timeline for evaluation and decision, budget range, any competitors mentioned, and your initial assessment of the opportunity. Click "Draft CRM recap" to generate a structured summary. You can also use the "Use page selection" button to pull in text from the current page—select relevant content and it will be inserted automatically. Review the recap, copy it with one click, and paste it into your CRM.

WHAT IT SENDS

When you click "Draft CRM recap," the agent sends only the text you have typed or pasted into the input field (or selected via "Use page selection") to the BGAI.generate bridge. No other data—such as browsing history, system information, or user identifiers—is collected or transmitted. Usage logs record only the count of runs for billing purposes; the content of your queries is not stored or retained. The request is truncated to BGAI.maxInput (6000 characters) before sending, and the model output is rendered locally with textContent—never innerHTML—for security.

SUBSCRIPTION

This agent is available for $19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—enough for drafting recaps for multiple discovery calls or refining your call documentation. Unused runs do not roll over. You can cancel anytime through your BotSurf account settings, and you will not be billed further after cancellation. The free trial allows you to test the agent with your own call notes.

THE PANEL

The agent runs as a panel in BotSurf, with a sticky header displaying the title, a message banner for status updates, and two cards—one for input and one for output. The panel is fully draggable, resizable, and supports snap-to-grid positioning. Press Escape to close the panel at any time. Panel position preferences can be saved using BGAI.setState for persistence across sessions.

PLEASE NOTE

This agent provides general sales guidance based on the information you provide. AI can produce incorrect, incomplete, or inappropriate recaps. Always review and verify all details before logging them in your CRM. This is not professional financial or legal advice. Use at your own discretion.