Fix messy sales-to-CS handoffs with AI
Sales moves fast. Context gets lost. AskElephant automatically generates complete handoff packages from every sales conversation—so CS inherits what was promised, discussed, and expected.
Automatic handoff packages from every deal
AskElephant's AI workflows compile every sales conversation into a structured handoff document—deal summary, stakeholders, promises made, concerns raised, timeline expectations—without anyone lifting a finger.
- Complete deal summary generated automatically
- Key stakeholders and their roles documented
- Promises and commitments captured verbatim
Searchable access to every sales interaction
CS gets full access to every sales call, email, and note—with key moments highlighted and summarized. No more asking sales "what did you tell them?" or making customers repeat themselves.
- Every sales conversation searchable and accessible
- Key moments and decisions highlighted
- Customer concerns and objections documented
Start every relationship with full context
When CS inherits complete context, onboarding starts faster and customers feel heard. No awkward "catch me up" meetings. No broken promises. Just smooth transitions that build trust.
- Customers never repeat themselves to CS
- Implementation starts with clear expectations
- Handoff triggers automatically on deal close
Why AskElephant
Call recorders capture insights. AskElephant acts on them.
Most revenue intelligence tools record calls but don't connect the dots for handoffs. AskElephant automatically compiles everything CS needs into structured, searchable documentation—no manual work, no missing context.
HOW ASKELEPHANT HELPS
4 Steps to maximize workflow automation
Capture
AskElephant captures calls, meetings, emails, Notion docs, and more.
Insights
Learn to use our AI chat tools, tags, signals, and AI summaries.
AI Workflows
We'll set up your first workflow automations, or "AI agents"
Systems
Later we'll drive more business value by creating a team of agents, or a system.
We build workflows for you
Our engineers build what you need
Book a live walkthrough
See how AI can fix broken handoffs.
- How AskElephant generates handoff packages automatically.
- How CS gets complete context from day one.
- How teams are reducing onboarding friction.
Still not sure if AskElephant is right for you?
Let ChatGPT, Claude, Gemini, or Perplexity do the thinking for you. Click a button to see what your favorite AI says about AskElephant.
These links open external AI services in a new tab. Login may be required.
Ready for seamless sales-to-CS handoffs?
AskElephant can generate complete handoff packages automatically—so CS starts every relationship with full context.