Northstar · Customer review
Tomorrow · 10:00
Customer successCommitment list
Keep track of what you promised
Collect the actions your team committed to across an account’s conversations.
See how it’s done.
Example walkthroughai.meetric.comCommitment list
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1 / 7Open New AI chat
Read narration
- Open New AI chat
A promise and a completed task are different things. Open New AI chat to check what Northstar was promised and what happened afterwards.
- Choose the customer
First open Filter Data. Choose Company to focus the context. Select Northstar. Then apply the filter.
- Ask what was promised
Ask for the promises, named owners and dates, then check later conversations for completion. Submit the question to find the work still waiting.
- Check what’s done
Maya received the rollout guide, but she is still waiting for a training date. Open the later call to check the customer’s confirmation.
- Open the later call
The follow-up changes what needs attention: the guide arrived, while training still needs a date. Read the transcript to verify both points.
- Read the confirmation
Maya confirms that she received and shared the guide. Then she asks again about training. Return to the commitment list with that evidence.
- Close the open loop
Focus on the open loop: check the trainer’s availability and send Maya a date. You can follow through without chasing work the customer already confirmed.
Read the walkthrough
Illustrative product walkthrough using example conversations.
- A promise and a completed task are different things. Open New AI chat to check what Northstar was promised and what happened afterwards.
- First open Filter Data. Choose Company to focus the context. Select Northstar. Then apply the filter.
- Ask for the promises, named owners and dates, then check later conversations for completion. Submit the question to find the work still waiting.
- Maya received the rollout guide, but she is still waiting for a training date. Open the later call to check the customer’s confirmation.
- The follow-up changes what needs attention: the guide arrived, while training still needs a date. Read the transcript to verify both points.
- Maya confirms that she received and shared the guide. Then she asks again about training. Return to the commitment list with that evidence.
- Focus on the open loop: check the trainer’s availability and send Maya a date. You can follow through without chasing work the customer already confirmed.
When to use it
You are preparing your account follow-ups and want to check what is still owed.
Start with
- The customer’s company filter on Home
- Account calls and later follow-ups
How to do it
On Home, choose the account under Filter Data → Company and apply the filter.
Ask for promises, owners and deadlines, with evidence from later conversations.
Open the original promise and its follow-up source. Check unconfirmed items with the owner.
Ask Meetric
From Northstar’s conversations, what did our team promise? Include owners and dates where stated. Check later conversations for evidence of completion.
Try it with your team’s conversations.
See the sources, the output and the steps that make this useful for your team.