Industry playbook
Call Center
Typical request
“Summarize this customer's last three calls and draft a follow-up email for the agent.”
How it runs in Not Only Office
- 1
Pull call history
Agent opens Chat and references recent meeting transcripts or CRM notes in Knowledge.
- 2
Summarize themes
AI lists issues raised, promises made, and open items with cited timestamps.
- 3
Draft reply
Guided task generates a customer-safe email in your team's tone.
- 4
Review & send
Supervisor edits wording in the Human Review Gate, then sends via Outlook connector.
- 5
Log outcome
Final email and summary are stored for QA and the next shift handover.
Pre-built playbook — sign up and run this workflow on your own documents and meetings.