Next Actions

Next Actions summarizes the agreed follow-up steps from the conversation, such as: - schedule a demo - send pricing proposal - follow up next week - customer will provide documents

Recommended representation

• Text field (bullet list) for readability
• Optional structured fields:
• Next Action Due Date (date)
• Next Action Owner (agent/customer)

Configuration overview

1. Create/verify Next Actions field(s)
2. Enable or create AI Task
3. Filter to sales or relevant queues
4. Validate output readability and consistency

Prompt recommendations

• Keep output concise (3–6 bullets)
• Only include actions that are explicitly agreed upon
• Include “None” or empty list when no actions are present (define behavior)