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Log reactions outside of email

Not every reaction comes by email. When your customer calls, writes on WhatsApp, sends an SMS, replies on LinkedIn or you talk in person, you record it in Flino. That keeps the history complete, lets the AI know where things stand, and stops Flino from sending an automated email into an ongoing conversation.

  1. Open the offer.
  2. In the Activities card, click Reaction.
  3. Pick the Channel: WhatsApp, SMS, Phone, In person, LinkedIn or Other.
  4. Pick the Direction: Inbound or Outbound.
  5. Under Summary, enter what the customer said or wrote (at least 5 characters).
  6. Leave Use for follow-ups on if a running sequence should pause because of it.
  7. Save.

Toast “Reaction logged”. The entry appears under Activities.

Phone calls have their own dialog with more structure. You open it at the top of the offer with Log call, or in the Activities card with Call.

  1. Pick the Direction (Inbound / Outbound).
  2. Enter a Summary (at least 5 characters).
  3. Optionally: Next steps, Date & time (pre-filled with now) and Call duration (minutes).
  4. Use for follow-ups marks the call as important for the AI.
  5. Save.

Toast “Call note saved”. In the same dialog you can have a conversation transcript analysed, see Analyze a conversation. After saving, Flino re-assesses the offer; the Flino recommendation card updates.

You add a plain text note in one of two ways:

  • Note at the top of the offer opens the Add note dialog with the Note field (at least 5 characters) and the Use for follow-ups switch, which is on by default. These notes appear in the AI context under Important notes.
  • Note in the Activities card opens a short input (“Quick note …”) for quick entries without that flag.

Toast “Note added”. Notes do not pause a sequence.

All three dialogs have a Speak button above the text field (states “Speak” / “Stop” / “Connecting…”). You use it to dictate your note; Flino recognises German and appends the recognised text to the field. While you speak, the interim text is shown below the field.

Requirements:

  • Your browser has access to the microphone. Without permission, Flino shows “Microphone access denied”.
  • Dictation is part of the paid plans and uses voice minutes from your plan, see Billing. There is also a daily limit per organisation.

Want to analyse a whole conversation transcript? See Analyze a conversation.

If a sequence is running on the offer, it pauses automatically when:

  • you log an inbound call. Reason: Call logged.
  • you log a reaction with Use for follow-ups switched on. Reason: Reaction logged.

Outbound calls, reactions without that switch and notes do not pause anything. The reasoning: while you are in conversation, Flino should not send an automated email in between. You restart the sequence with Resume whenever you want.

  • They appear with time and channel under Activities.
  • They feed into the AI context: calls under Call analyses, reactions under Reactions, flagged notes under Important notes. There you decide how strongly the AI weights them.
  • A pause reason they trigger shows up in the queue and in the pipeline.
ProblemFix
”Microphone access denied”Allow microphone access for Flino in your browser
”AI voice isn’t included in your plan. Pro and Team include 100 minutes per seat per month.”Dictation is part of the paid plans, see Billing
”Your voice minutes for this month are used up.”Type the text or wait until they renew; the notice shows the date
”Daily dictation limit reached. Try again tomorrow.”Type the text or dictate the next day
Save stays greyed outThe summary or note needs at least 5 characters
The sequence does not pauseOnly an active sequence pauses; for calls only with direction Inbound, for reactions only with Use for follow-ups
Toast “Failed to save”Try again