Write rules
What Meetbot may write to Bigin by itself, and what waits for a person. Applies to every rep.
CancelSave rules
After each callChanges ticked by default when the bot is at least this sure, and has a quote:
0.80
| What | Rule | Ticked by default | Why |
|---|---|---|---|
| Call note Summary, next step, objections, competitors, transcript link |
AutomaticAskNever | – | Only adds to the deal, never overwrites. The call is in Bigin even if nobody reviews. |
| New tasks | AutomaticAskNever | At 0.80 or more | A prospect's own promise becomes a follow-up for the rep instead of a task in their name. |
| Amount | AutomaticAskNever | At 0.80 or more | Captions mis-hear numbers. Overwrites the forecast. |
| Closing date | AutomaticAskNever | At 0.80 or more | Overwrites the forecast. |
| Stage | AutomaticAskNever | Never | "We'd need to discuss pricing" is not a stage change. Only stages in the Bigin pipeline are offered. |
| Contact details, deal owner, deleting records | AutomaticAskNever | – | Out of scope for a notetaker. |
When nobody reviews
First reminder2 hours after the call
Second reminderNext working day, 9:30
Unreviewed changes expire after3 days
The call note stays. Expired changes are listed in Activity and are never written.
Who can confirmOur proposal