What this covers
CRM update owed
A field, stage, or next step that must change on the record.
Follow-up owed
A promise made to the customer, drafted and held for approval.
Task or ticket owed
Internal work: a Jira ticket, a Slack alert, an action item.
Handoff owed
Context and commitments carried to CS, SE, or support.
Risk or next-step flag
A renewal risk or expansion signal worth surfacing early.
01
Why classify commitments before acting on them?
If you jump straight from a transcript to an action, the action is a guess. Classifying the commitment first, is this a CRM update, a customer follow-up, an internal ticket, removes the ambiguity, because each type has a known shape and a known destination. The taxonomy is the contract between understanding the call and executing on it.
02
What are the core commitment types?
Five recurring types cover most of what a customer call produces. A CRM update owed changes the record: a stage, a next step, a required field. A follow-up owed is a promise to the customer, drafted and held for a human. A task or ticket owed is internal work in Jira or Slack. A handoff owed carries commitments and context across a team boundary. A risk or next-step flag surfaces a renewal risk or expansion signal while it is still early enough to act on.
03
How does a commitment become an action?
Each type has a fixed mapping. A CRM update owed becomes a drafted field or stage change on the record. A follow-up owed becomes a drafted email held for approval. A task owed becomes a ticket or alert. A handoff owed becomes a structured summary delivered to the receiving team. The mapping is deterministic, which is why the execution is auditable rather than improvised.
04
Can new commitment types be added?
The taxonomy is versioned and treated as locked for a given release. New types are added deliberately, not per call, so that classification stays stable and the downstream mappings remain predictable. Stability here is a feature: it is what keeps the same call producing the same, reviewable set of actions.
Related reading
FAQ
What is a commitment in this context?
Any obligation a call creates: a field to update, a follow-up to send, a ticket to file, a handoff to make, or a risk to flag. Mindlyft classifies each one so it maps to a concrete action.
Why does the taxonomy matter for accuracy?
Classifying the commitment before acting removes ambiguity. Each type has a known destination and shape, so the resulting action is auditable instead of a guess from raw text.
Does every commitment get executed automatically?
No. Reversible internal commitments can run on their own, but anything customer-facing or that changes a system of record is drafted and held for human approval first.
Agents do the work. You approve what reaches the customer.
Mindlyft is the approval and audit layer over your AI GTM agents: every customer-facing action drafted, human-approved, reversible, and logged. We engineer the first workflow free.
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