Summary
The main points, decisions and next steps in one short paragraph.
Personal Prompt Studio · built into AI Softphone
Every conversation, written up your way.
The call ends. The useful work is already taking shape: a clear summary, the next steps, the details worth keeping.
Start with 11 ready-made prompts. Then change the words, the criteria and the rules to fit the way you do business.
Your LLM. Your key. Your control.
Bring your own key (BYOK) and connect your preferred LLM through a supported provider or compatible API. You can also use models deployed entirely inside your organisation’s secure private environment, keeping AI processing within your own infrastructure.
For a fully local workflow, use local transcription too — so both audio and transcripts stay inside your environment.
Included in the desktop app. Windows, macOS and Linux.
- Ready to startUseful prompts already written for you
- Easy to changeYour instructions, in ordinary language
- Runs by your rulesThe right follow-up for each kind of call
A useful starting point
The everyday work. Already thought through.
Open a template and use it as it is, or make it your own. These 11 prompts come with the app, ready to use once your transcription and AI services are connected.
One-line summary
A short title that helps you recognise a conversation at a glance.
Action items
Who agreed to do what, and by when — where it was said.
Topics
See the subjects a conversation covered, in a few words each.
Names and numbers
Pick out people, companies, dates, amounts and references.
Category
File each conversation under one of your business categories.
Tags
Add the labels that make the right conversations easier to find.
Red flags
Highlight issues worth reviewing, with supporting quotes and moments.
A question about this call
Ask a specific question and get an answer based on the transcript.
Sales quality
Review the conversation against clear sales criteria you can change.
Support quality
Review how the customer’s problem was understood and handled.
Your next idea
Add a new prompt for the question your business asks every day. Or duplicate an existing one and start from there.
Run a prompt when you need it, or add it to an automatic rule. You choose which work happens after every conversation.
Sound familiar?
Four conversations. Four ways to make them useful.
A customer wants a quote. A report won’t export. A visit needs booking. A delivery slips. Here is how a short conversation can turn into something you can work with.
Fictional conversations and illustrative results. The examples combine selected prompts; business-specific categories, flags and instructions are yours to configure. Action items record what was agreed — they do not send messages, book visits or create tickets for you.
Sales“Can you send us a quote?”
A new enquiry becomes a clear handover.
A short conversation
- Customer
“We need 20 office chairs before 1 October. Our budget is £3,000 including delivery.”
- Sales adviser
“I’m Mia. I’ll email two options with delivery costs by tomorrow afternoon. Do you need assembly?”
- Customer
“Yes, please include it. I’ll review the options with our office manager.”
- Mia
“Understood. I’ll call you on Friday at 10 a.m. to go through them.”
What the prompts could return
- One-line summary
- Quote for 20 office chairs, delivery and assembly before October
- Summary
- The customer needs 20 office chairs before 1 October, within a £3,000 budget including delivery. Assembly was requested. Mia will send two options and follow up on Friday.
- Action items
- Mia: email two options with delivery and assembly costs by tomorrow afternoon. Mia: call the customer on Friday at 10 a.m.
- Sales review
- Needs discovery: quantity, deadline, budget and assembly were discussed. Next step: a follow-up call was agreed. No purchase decision was made.
A small edit for your business
“Include the quantity, budget, delivery deadline and anything the quote must cover. Make the next agreed contact easy to find.”
Make it automatic
When the category is Sales, run your quote-handover prompt.
Customer support“The export keeps failing.”
A support call leaves a usable record for the next person.
A short conversation
- Customer
“The monthly report won’t export. It says ‘Export failed’ every time. I need it for payroll today.”
- Support agent
“I’m Sam. Does the weekly report export?”
- Customer
“Yes. Only the monthly one fails.”
- Sam
“I’ll open a ticket for engineering now and update you by 2 p.m. today. I don’t have a fix yet.”
What the prompts could return
- One-line summary
- Monthly report export fails; payroll deadline today
- Summary
- The monthly report fails with “Export failed”, while the weekly report exports successfully. The customer needs the report for payroll today. Sam will escalate and provide an update; the issue remains unresolved.
- Action items
- Sam: open an engineering ticket now. Sam: update the customer by 2 p.m. today.
- Support review
- Understanding: the agent narrowed the issue to monthly reports. Resolution: not yet provided. Next step: an escalation and a timed update were promised.
A small edit for your business
“Write a support handover with the exact error, what still works, the business impact and the next promised update. Clearly state whether the issue is resolved.”
Make it automatic
When the category is Support, run your support-handover prompt.
Appointments and field service“Can someone come on Thursday?”
The practical details stay together after you hang up.
A short conversation
- Customer
“The kitchen tap is leaking. Could a plumber come on Thursday afternoon?”
- Scheduler
“We have Thursday between 2 and 4 p.m. The call-out is £60; any repair work is quoted separately.”
- Customer
“That works. It’s 18 Willow Lane. Please ring the doorbell — the side gate is locked.”
- Scheduler
“I’m Jo. I’ll book that slot and text you the confirmation today.”
What the prompts could return
- One-line summary
- Leaking kitchen tap; Thursday visit agreed, 2–4 p.m.
- Summary
- A Thursday visit between 2 and 4 p.m. was agreed for a leaking kitchen tap at 18 Willow Lane. The £60 call-out charge was explained; repair work will be quoted separately.
- Action items
- Jo: book the agreed slot and send a confirmation text today.
- Names and numbers
- Address: 18 Willow Lane. Time: Thursday, 2–4 p.m. Amount: £60 call-out charge.
A small edit for your business
“Prepare a visit brief: the problem, agreed time window, address, access instructions and charges discussed. Keep call-out charges separate from repair estimates.”
Make it automatic
Add a Service visit category, then run your visit-brief prompt for those conversations.
Purchasing and deliveries“Part of the order is delayed.”
A delivery change becomes a concrete follow-up list.
A short conversation
- Supplier
“For order PO-4821, we can deliver 60 of the 100 boxes on Tuesday. The remaining 40 will arrive on Friday.”
- Buyer
“We need all 100 by Wednesday for an installation. Can you source the remaining 40 elsewhere?”
- Supplier
“I’m Lee. I’ll check another warehouse and confirm by 3 p.m. today. I can’t promise Wednesday yet.”
- Buyer
“Thanks. Please email the revised delivery plan once you have an answer.”
What the prompts could return
- One-line summary
- PO-4821 partially delayed; Wednesday installation deadline at risk
- Summary
- The supplier can deliver 60 boxes on Tuesday and 40 on Friday. The buyer needs all 100 by Wednesday. Lee will check another warehouse; delivery by Wednesday is not confirmed.
- Action items
- Lee: check another warehouse and confirm by 3 p.m. today. Lee: email the revised delivery plan after checking.
- Red flag · configured example
- Delivery deadline at risk. Evidence: “The remaining 40 will arrive on Friday” and “We need all 100 by Wednesday”.
A small edit for your business
“Highlight any difference between the delivery date we need and the date the supplier has confirmed. Separate firm commitments from promises to check.”
Make it automatic
Define a Delivery deadline at risk flag in your dictionary and include it in your purchasing review.
Start with the included prompts. Add the detail your business needs. Then let your rules decide when to use each one.
Personal Prompt Studio
It already works. Now make it work like you.
A prompt is simply an instruction: what to look for and how to write the answer. You can edit every one, from a single sentence to your whole sales checklist.
-
Start with something useful
Choose a ready-made prompt. Keep the original or duplicate it for a new purpose.
-
Say what matters to you
Change the wording, add your criteria, choose the answer format and language.
-
Put it to work
Save it for a one-off question or include it in your rules. Refine it whenever your work changes.
ONE TEMPLATE · YOUR PRIORITIES
Make a summary fit your business
Start with the included prompt
Summarise the conversation: what it was about, what was decided, and what happens next.
Make it yours
Write a short handover for our account manager. Include the customer’s main need, the budget if mentioned, any open questions, and the next step with its owner and date. Leave out anything that was not discussed.
Example wording you can adapt. No code needed to edit prompts or arrange rules. The original prompts can be restored from Settings.
The follow-up, on autopilot
Set the rules once. Let each conversation follow them.
Choose the order, add conditions and switch individual rules on or off. A category found by one step can decide what happens next.
- 01 · Transcribe
Turn speech into text
Give your prompts the words that were actually said.
- 02 · Summarise
Keep the essentials
Create a summary and a short title for the conversation list.
- 03 · Organise
File it for you
Apply your categories, tags and flags for review.
- 04 · Adapt
Run the right review
Sales call? Review the sale. Support call? Review the service.
For sales conversations
Use the included sales review, then replace its criteria with your own: discovering the need, handling objections, explaining value or agreeing a next step.
For customer support
Review whether the problem was understood and a resolution or next step was provided. Adjust the prompt to the service standards your business follows.
The app includes rules for transcription, summaries, categories, tags, red flags and conditional sales or support reviews. Add, edit and reorder them as your needs change.
Your work. Your choices.
Flexible where it matters.
Your business vocabulary
Define your own categories, tags and red flags. Have the AI organise conversations using the terms your business already understands.
Your choice of AI
Use a model on your own hardware or a supported cloud service. Choose a different model for a particular prompt when the task calls for it.
Your pace and budget
Run automatically or ask for a result yourself. Set monthly token or spending limits to pause automatic processing when a limit is reached.
Good to know
A few practical questions.
Do I need to write prompts before I can use it?
No. The app includes 11 prompts and a set of automatic rules. Connect your chosen transcription and AI services, then use the included templates. Edit them whenever you want a different result.
Can I add something specific to my business?
Yes. Add a prompt or duplicate an existing one, write your instructions and choose the result format. You can use it on demand or add a rule to run it automatically when its conditions are met.
Does it work with meetings and imported recordings too?
Yes. Calls made in AI Softphone, meetings captured from your computer and imported recordings use the same processing tools once they have a transcript.
Is the studio included, and can my data stay local?
The prompt and rule tools are included in AI Softphone, free software under GPL v2. Transcription and AI need services or models you configure. With both running on your own hardware, processing can stay local. Cloud providers may charge for usage.
Ready-made today. Yours tomorrow.
Less writing up. More getting on with business.
Start with the prompts that come with AI Softphone. Make your first useful change in a few words. Keep adapting as your business grows.
Free software · Windows, macOS and Linux · Your choice of AI