Built-in integration with Google's powerful Gemini AI
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One of the reasons we chose Google Gemini as our built-in AI is its ability to not only transcribe a call accurately, but also identify each person on the call. Other AI systems do not do as well as Google Gemini in this respect. After transcribing the call using AI, you can then perform operations on the call transcription.
For example, you could analyze the rep's performance or ask questions about what was discussed during the call.
Note: Using our built-in phone control you can easily record a call, or all calls, and then transcribe them using AI.
Using Gemini, TaskPerfect will automatically identify the type of document, and process it accordingly. And it can do this regardless of the format: PDF, text and even a scanned image.
For example, it can identify that a document is a credit card statement, and automatically identify the client in the database and the account that it belongs to.
In addition, it can update or execute actions in the database based on the information extracted from the document.
Watch a video that shows a couple of examples of AI processing an incoming document:
When you work with thousands of long documents, it helps to automatically generate a short summary of each. AI can do this for you in a few seconds. Even if the document is a PDF or a scan.
Easily compare two documents by selecting both documents (using the shift-click) from the Document Repository and right-clicking on them.
TaskPerfect gives you the ability to quickly ask a question about all documents in the client's document repository. Just shift-click to multi-select all the documents you want and right-click to perform an AI Custom Operation. Then type your question and send it to the AI assistant.
For example, you can ask: "Which document contains the affidavit of John Doe? When was the affidavit filed?"
If you have a group of documents such as State Statutes or your own internal documents such as your company policies, you can add these to your own AI Knowledge Base. Then you can ask questions about any document in relation to your knowledge base.
For example, if you have an internal PDF with your Policies and Procedures, you can ask a question like: "Does the attached document follow our policies and procedures?"
Review a couple of examples showing AI performing operations using a Knowledge Base:
