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Confirming Facts on the Fact Canvas

The AI extracts structured data from the call. Before it touches your CRM, you confirm.

factsfact canvasverifydata capturecockpit

Confirming Facts

The AI listens and pulls structured data out of the conversation — names, addresses, problem descriptions, appointment times. Before any of it touches your CRM, you confirm.

The fact canvas

Right side of the cockpit. As facts get extracted, they appear with three states:

  • Heard — AI thinks it heard this. Click to confirm or correct.
  • Confirmed — Verified. Will save to the work record on call end.
  • Promoted — Pushed past the work record into the customer's long-term memory.

Correcting a fact

Click the field, edit inline. The cockpit replays the snippet of audio it pulled the fact from — useful when "fifteen" sounds like "fifty" to a robot.

Don't confirm things you didn't hear

Speed-clicking through facts you didn't actually catch will pollute the customer record. Listen, then confirm. The wrap-up screen is a second chance, not a forgiving one.

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