Leexi Post-Call Enrichment

Post-call enrichment is the practice of automatically acting on what was discussed during a call — creating CRM records, logging tasks, and drafting follow-ups — without any manual effort after the meeting ends.

The Leexi Post-Call Enrichment feature brings this directly into your CRM. Once a call or meeting is processed by Leexi, an AI agent reads the generated notes and takes care of the follow-up work for you: creating missing contacts or leads, logging agreed tasks, and drafting a follow-up email ready for your review.

🔒 Insider Program feature — This feature is currently available to customers enrolled in the AI Insider Program, on Advanced and Ultimate plans.

🔗 Requires the Leexi integration — This feature currently works with Leexi as the call data source. Support for additional connectors is planned for future releases. See How to set up the Leexi integration for instructions.

From the Insider Program section, find Leexi Post-Call Enrichment under the Personal Assistant category and toggle it on.

In the settings panel, confirm your meeting data source. Leexi is selected by default — this tells the system where to pull call notes from after each meeting.

Once activated, the feature runs automatically every evening. It processes all calls completed during the day that haven't been enriched yet — no manual trigger needed. By the time you start your next working day, your CRM is already up to date.

Each evening, the AI agent reviews the Leexi notes from your day's calls and performs the following actions:

The system cross-references meeting participants against your existing CRM records. If a participant is not yet in your CRM as a contact or lead, a new record is automatically created based on the available information.

Any commitments, action items, or follow-ups mentioned or agreed during the call are extracted and created as tasks in your CRM, assigned and dated where the information is available.

A draft follow-up email is automatically generated based on the call summary — ready for you to review, adjust, and send. The draft captures the key outcomes and next steps discussed during the meeting.

Post-call admin is one of the biggest time drains for sales and customer-facing teams. Between updating the CRM, logging tasks, and writing follow-up emails, it's easy for things to slip — or simply take too long.

This feature helps you:

When exactly does the enrichment run? The enrichment runs automatically every evening. All calls processed by Leexi during the day are picked up and enriched overnight, so your CRM is ready for the next morning.

Which call tools are supported? At this stage, the feature works with Leexi as the call intelligence source. Support for additional connectors is on the roadmap and will be announced when available.

Does this work with all types of calls? The feature works with any call or meeting processed by Leexi — whether it's a phone call, a Teams meeting, or a video conference — as long as Leexi has generated notes for it.

What if the contact already exists in my CRM? If the participant is already in your CRM, no duplicate is created. The system matches participants to existing records and only creates new entries for contacts that are genuinely missing.

Can I review the created tasks and email draft before they're sent? Tasks are created directly in your CRM for you to review and action. The follow-up email is generated as a draft — it will not be sent until you review and send it yourself.

What if Leexi didn't capture everything accurately? The AI works from Leexi's generated notes, so the quality of the output reflects the quality of the Leexi transcription. You can always edit created tasks, records, and email drafts before taking action on them.

Can I turn off the feature for specific calls? Today, the feature applies to all calls processed by Leexi once it's activated. More granular controls may be added in a future release.