How it works, in detail
Mindlyft docs
Reference documentation for how Mindlyft runs post-call execution: what each concept means, how the approval layer decides, and how writes reach your CRM, tickets, and email with a human in the loop.
Concepts
- [01]Post-Call Execution: What It Is and How Mindlyft Runs ItPost-call execution is the work a customer conversation creates: the CRM update, the ticket, the follow-up, the handoff. Here is what it means and the exact steps Mindlyft runs to close that loop with a human in it.
- [02]The Commitment Taxonomy: What Mindlyft Detects on a CallA commitment is any obligation a call creates. Mindlyft classifies commitments into a fixed taxonomy so each one maps to a concrete, executable action. Here are the types and how they turn into work.
- [03]AI Agent Audit Trail: Why Every Write Is Logged and ReversibleAn AI agent audit trail is the record of every action an agent took, who approved it, and how to undo it. Here is how Mindlyft logs each write in a tamper-evident trail and keeps it reversible.
How it works
- [01]The Approval Layer: How Human-in-the-Loop Control WorksThe approval layer is the gate between an AI agent's draft and a real write to your CRM, email, or customer. Here is how Mindlyft's ASTRA decides what needs a human, and why every write stays reversible.
- [02]How to Automate Post-Call CRM Updates (With Approval)Automating post-call CRM updates means turning a transcript into drafted field and stage changes that a human approves before they write. Here is exactly how Mindlyft does it in Salesforce and HubSpot.
- [03]CRM Hygiene Automation: Deduplication, Fields, and Activity CaptureCRM hygiene automation keeps records clean without a rep doing data entry: deduplication, field enforcement, and activity capture, run continuously with a human approving the risky merges.
- [04]Sales-to-CS Handoff Automation: Carrying Commitments Across the CloseThe sales-to-CS handoff is where context and promises get lost. Here is how Mindlyft carries the commitments made during the sale across the close, so customer success starts with the full picture instead of a blank record.
- [05]Renewal Risk Flagging: Surfacing At-Risk Accounts EarlyRenewal risk flagging surfaces the accounts likely to churn while there is still time to act. Here is how Mindlyft turns signals from calls and product usage into an early, reviewable flag on the record.
- [06]Customer Onboarding Automation: From Signed to AdoptedCustomer onboarding automation runs the steps between a signed deal and an adopted account, tasks, follow-ups, and internal coordination, with a human approving anything the customer sees.
- [07]Follow-Up Emails After a Sales Call: How Mindlyft Drafts and Holds ThemThe follow-up email after a sales call is one of the four things Mindlyft executes post-call. Here is what a good one contains, when it should go out, and how Mindlyft drafts it from the call while keeping a human in front of Send.
The through-line across every doc
Whatever the concept or integration, the rule is the same: an AI agent drafts the work, and a human approves anything that reaches a customer or changes a system of record. Every write is logged and reversible. The first workflow is free.
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