Glyphic for Users

What Glyphic does for you

Glyphic captures your customer conversations, organizes what was said, and helps you act on it — so the time around each call (preparing, taking notes, updating CRM, drafting follow-ups) takes minutes instead of hours.

It connects to your calendar and call platforms, joins your meetings, and after each call produces a summary, a list of action items, suggested CRM updates, and a draft follow-up email.

What Glyphic captures and produces

• Recording, transcript, and summary for every call.
• Tasks extracted from commitments made on the call, each linked to the timestamp where it was agreed.
• CRM updates — pain points, stakeholders, timeline, next steps, and any custom fields your team has configured.
• Follow-up email drafts grounded in what was actually discussed.
• Coaching scorecards that score each call against your team's rubric (if scorecards are enabled for your role).
• Ask Glyphic — natural-language questions across a single call, an account, or your whole pipeline.

Around each call

Before

Glyphic generates a prep sheet for every external meeting: a summary of past interactions, current deal status, open questions, and relevant company context. Find prep sheets on the Home page, in your email, or in Slack — see Notifications for delivery options.

During

The Glyphic Copilot joins automatically for any meeting that matches your recording preferences. You don't need to take detailed notes — focus on the conversation.

After

The call appears in Glyphic with the summary, tasks, suggested CRM updates, and draft follow-up email. Review the outputs, edit anything inaccurate, and send / sync. Most reps spend a few minutes here rather than rebuilding everything from scratch.

How different roles use Glyphic

Account Executives

• Track deal progress and missing qualification.
• Send follow-up emails grounded in what was actually said.
• Review past conversations before each meeting.
• Surface deal risks early via Ask Glyphic and Agents.

Customer Success Managers

• Track sentiment and risk signals across accounts.
• Aggregate product feedback and feature requests.
• Use full conversation history during handovers.
• Spot expansion or renewal signals early.

BDRs / SDRs

• Receive a coaching scorecard after each call.
• Track skill scores over time.
• Watch examples of strong calls from teammates against the same scorecard.

Revenue Operations

• Monitor CRM data quality and sync behavior.
• Track adoption of sales process across teams.
• Pull cross-pipeline analyses with Agents and Ask Glyphic.

Key features to know

• The Call Page — recording, transcript, summary, tasks, insights, scorecards.
• The Company Page — everything Glyphic knows about an account, including a chronological activity timeline.
• Ask Glyphic — natural-language queries scoped to a call, a deal, or your whole pipeline.
• Quick Actions — saved prompts you run with one click.
• Tasks — action items extracted from calls, organized by due date.
• Agents — one-off or scheduled multi-step workflows across deals and accounts.

Recommended habits

• Review the prep sheet before each external call.
• Treat AI outputs (summaries, follow-up drafts, suggested CRM updates) as a strong first pass — review and edit before sending or syncing.
• Use Ask Glyphic instead of scrolling through old transcripts when you need a specific answer.
• Save prompts you use often as Quick Actions.

Common scenarios

Managing many active deals (AEs)

Glyphic prep sheets give you context before each meeting; CRM updates and follow-up drafts are produced after every call; Agents can flag deals where qualification is missing or activity has stalled.

Ramping as a new BDR / SDR

After each call you get a structured scorecard with specific feedback. The "Watch an example" feature jumps straight to a teammate's call where they did well on the same skill.

Managing a large book of CS accounts

Sentiment tracking, churn-risk Agents, and the company page activity timeline give you a way to triage attention without listening to every call.

Enforcing process and data quality (RevOps)

Custom Insights extract qualification framework values from every call and sync them to CRM fields, so coverage is measurable rather than self-reported.

Multi-stakeholder enterprise deals

The company page surfaces the full conversation history across stakeholders, with Ask Glyphic available for "what did X say about Y?" type questions during prep.

Summary

Glyphic handles the work around your conversations — the notes, CRM updates, and follow-ups — so you can focus on the conversations themselves. The outputs are always editable, and your CRM remains the source of truth.