Conversation IntelligenceNEW
Conversation Intelligence is the AI that sits in on your conversations and keeps the CRM up to date for you. On every contact or lead, the Conversations panel brings everything that happened with that person into a single timeline (WhatsApp, calls, meetings, email, chat and notes), summarizes the day, suggests the fields to fill with your confirmation, computes response time and volume, surfaces objections, competitors, sentiment and buying signal, watches overdue follow-ups, and answers any plain-language question about that contact's history. It is our answer to SalesBud, and it is part of the free plan.
- Unified timeline: WhatsApp, calls, meetings, email, chat and notes in one place
- Daily summary and CRM auto-fill, always with your confirmation
- Sales insights: objections, competitors, sentiment and buying signal
Free in Sellio, you only pay for the machine
Conversation Intelligence is part of the free Sellio plan. You only pay for AI usage on demand, and nothing when you connect your own key.
CRM always up to date, no manual work
The AI turns every conversation into fields and next steps ready to apply, so the record stays complete without you typing the obvious.
The whole context on one screen
WhatsApp, calls, meetings, email, chat and notes on the same timeline, grouped by day, with an AI summary for each day.
Prioritize who is ready to close
Buying signal and sentiment push the hottest contacts to the front, and follow-up monitoring flags who is waiting on you.
Service quality measured automatically
Response time, message volume, calls and meetings computed on the spot from the timeline itself, at no AI cost.
The AI updates the CRM for you, instead of leaving data entry for later
Ask about the contact in plain language and get the answer with its sources
Free like all of Sellio: you only pay for AI usage, on demand
Stop typing what was already said
Every conversation becomes CRM data without you rewriting anything. The AI reads the contact's recent history across any channel and suggests the fields to update and the next steps, and you just confirm what to apply. Nothing is saved on its own.
Know where the deal stands before you call
The panel shows the contact's sentiment, how close they are to buying, what they objected to, which competitors they mentioned and how long they have been waiting on you. You enter the conversation already knowing the next step.
Ask about the contact and AI answers
"What did they object to?", "What was the last promise?", "What was agreed?". The AI retrieves the right excerpts from that contact's conversations and answers citing the date and channel of each one, without making things up.
- 1
Open a contact or lead and go to the Conversations panel: the unified timeline is already built.
- 2
Generate the day's summary and click Analyze conversations to get fields, next steps and insights.
- 3
Review and confirm what to apply: the fields are saved and the next steps become tasks.
- 4
Use the Ask about this contact box, or the Sellio Assistant, to query the history in plain language.
- 5
Optional: bring in WhatsApp Business through a companion bridge you host yourself, with a notice and consent to the WhatsApp Terms of Service.
After a long meeting
Instead of reopening the record and typing everything, you generate the day's summary and apply the fields and tasks the AI suggested in one click.
Before reviving an idle lead
You ask "what was agreed?" and the AI answers with its sources, so you reopen the conversation without rereading the whole history.
In pipeline review
The manager sees sentiment, buying signal and overdue follow-ups per contact, and focuses coaching where the deal might stall.
Is Conversation Intelligence in the free plan?
Yes. It is part of the free Sellio plan; you only pay for AI usage on demand, and nothing when you connect your own AI key.
Does the AI change the CRM on its own?
No. It suggests the fields and next steps, and nothing is saved without your confirmation. You check only what you want to apply.
Which conversations appear in the timeline?
WhatsApp, SMS and live chat messages, emails, calls and meetings (with a transcript note) and notes, all linked to the contact and grouped by day.
How does "ask about this contact" work?
You ask in plain language and the AI answers only from that contact's recorded conversations, citing date and channel. If the answer is not in the history, it says it did not find it.
What sales insights does the AI extract?
Sentiment, buying signal (probability of closing), objections with the supporting excerpt, competitors mentioned, and a rundown of risks and opportunities.
Can I capture the rep's WhatsApp?
Yes, optionally, through a companion bridge you host yourself. It is off by default and requires consent, because capturing through the WhatsApp Web session is a gray area of the WhatsApp Terms of Service.