How It Works

Call Intelligence &
Proposal Generation Agent

Two input methods: upload a call recording (transcribed by Deepgram) or connect Fireflies to auto-capture video calls. Claude extracts pain points, budget, timeline, and key quotes. Auto-generated PDF proposals with pricing. Full revenue pipeline tracking.

<3 min

Call Summary

~60s

Proposal Generation

2-4 hrs

Time Saved per Call

Input Methods

4-Stage

Revenue Pipeline

Method 1 — Upload Recording

Upload Call Recording

Upload any audio file from the dashboard. Deepgram transcribes the recording with speaker diarization, then the full AI analysis pipeline extracts pain points, budget signals, timeline, and key quotes.

Deepgram Transcription Speaker Diarization Any Audio Format

Method 2 — Connect Fireflies

Fireflies Auto-Capture

Client signs up for Fireflies.ai, connects their calendar, and adds the AgentSurge webhook. Fireflies bot auto-joins every video call (Zoom, Google Meet, Teams), records and transcribes, then sends it to the agent automatically.

Fireflies.ai Zoom / Meet / Teams Auto-Webhook

📞

Call Intelligence Pipeline

Path A

Upload a recording or let Fireflies auto-capture. Deepgram transcribes. Claude analyzes within 3 minutes.

Transcription

Audio to Transcript (Deepgram)

Call recording is transcribed using Deepgram with speaker diarization. For uploaded recordings, Deepgram processes the audio directly. For Fireflies calls, the transcript arrives pre-made via webhook. Either way: timestamped, speaker-labeled, ready for analysis.

Deepgram Fireflies Webhook Speaker Diarization

🎙

🧠

AI Analysis

Claude Extracts Everything

Claude AI reads the full transcript and extracts: pain points the prospect mentioned, budget signals and constraints, project timeline, scope requirements, objections raised, competitor mentions, and key quotes in the prospect's own words. Everything structured for proposal generation.

Claude AI Pain Points Budget & Timeline Key Quotes

Instant Delivery — Automatic

5 Outputs in Under 3 Minutes

No human trigger needed. As soon as the transcript is analyzed, these fire automatically:

💬 Call summary to Slack/SMS

📇 CRM record created/updated

✉ Follow-up email drafted

✅ Action items to task manager

📅 Calendar events scheduled

Auto-Generated Slack SMS CRM Email

⚡

🔀 Both paths converge into shared proposal & deck engine 🔀

📄

Proposal & Deck Engine

Shared

On-demand via Slack command or dashboard — or automatic if a proposal was discussed on the call

📋

Extraction

Structured Requirements

From Path A, structured data is already extracted by call analysis. From Path B, Claude parses form/email/notes using the same schema (minus call-specific fields like sentiment and objections). Either way: clean, structured project requirements ready for pricing.

Claude AI Client Info Scope Timeline Budget Signals

Calculation

Match & Price

Each scope item is fuzzy-matched against your rate sheet and service catalog. Calculates quantities, materials, labor, margin, active promotions, volume discounts, and location-based tax. Flags any items without an exact rate sheet match for manual review.

Rate Sheet Lookup Auto-Discounts Tax Calc Manual Review Flags

💰

📝

AI Generation

Auto-Generated PDF Proposal with Pricing

Claude generates a branded PDF proposal referencing the prospect's specific pain points and key quotes from the call. Includes cover page, executive summary, detailed scope, line-item pricing matched to your rate sheet, phased timeline, and terms. Every proposal uses the prospect's own words to demonstrate you listened.

Claude AI PDF Proposal Line-Item Pricing Pain Point References

Revenue Pipeline Tracking

Draft → Sent → Viewed → Signed

Every proposal moves through a 4-stage revenue pipeline tracked on the dashboard. Draft proposals are reviewed and sent. View tracking shows when the prospect opens the PDF. Signed proposals mark the deal as won. Full revenue pipeline visibility from call to closed deal.

Draft Sent Viewed Signed Revenue Tracking

🚀

Built For

🏗

Contractors

Turn site visit calls into detailed scoped proposals with accurate material + labor pricing

💼

Agencies

Convert discovery calls into branded pitch decks and SOWs with tiered pricing

📈

Consultants

Stop spending hours on proposals after every sales call — let the agent handle it

💉

Med Spas & Clinics

Consultation calls become treatment plan proposals with service pricing instantly

Powered By

🤖

Claude AI

Call analysis, extraction & content generation

🎤

Deepgram

Audio transcription & diarization

⚡

FastAPI

Webhooks, REST API & Slack commands

🎨

WeasyPrint

HTML/CSS to branded PDF

📊

python-pptx

Branded slide deck generation

🔥

Fireflies.ai

Auto-capture video calls

💾

Supabase

Pipeline & proposal tracking

📩

Slack / SMS

Real-time call summaries & alerts

✍

DocuSign

E-signature & tracking

📂

CRM Integration

Auto-sync contacts, deals & notes

🗓

Task Manager

Asana / Todoist / ClickUp sync

Never Take Notes on a Sales Call Again

Upload a recording or connect Fireflies to auto-capture every call. Claude extracts pain points, budget, and timeline. PDF proposals generate automatically with pricing. Track every deal from draft to signed.

Upload or Fireflies auto-capture

→

Deepgram transcribes

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Claude extracts intel

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