What
Utilise Mercury's AI in generating suggested follow-up activities relating to a Client Contact or Candidate Contact following a phone call or a Teams meeting transcript. Automatically create relevant text relating to the following features which save back to the CRM: Email, Update, Task, Phone call, Appointment, and Info record.
Where
Phone Call
The ActivityAI button is accessed within an individual Contact record:
Home > Contacts > select Contact > General > Timeline > Phone Call record > click Open Record button > ribbon bar > ActivityAI
Teams call transcript
1. Add in attendants. This can be any contact type (Candidate and/or Client Contact).
2. Select Dynamics 365 from the top ribbon.
3. Click the kebab menu (⁝), then Set Regarding. This tracks it back to Mercury and also creates the appointment record within Mercury.
4. Once all information needed has been added, click Send.
The meeting will show in the Timeline of the Contact record.
Within the Teams call, click More > Record and transcribe > Start recording / Start transcription. Once the meeting ends, the transcript will be saved and summarised by AI.
In Mercury, open the notifications panel to view the transcript notification. Select Activity AI to open the Activity AI window, or click View Appointment to view/edit the generated summary beforehand.
Select View Appointment to open the record. The AI summary of the meeting transcript is under the Appointment tab. This summary can be edited ahead of using Activity AI.
How
Assist in follow-up activities for Recruiters or prospective Hiring Managers. Pulling in from the Phone Call description or Teams meeting transcript, suggested follow-up activities can be edited and reviewed.
NOTE: The types of suggested follow-up activities cannot be selected, they are autogenerated. It is possible to get duplicated activity types (e.g. two tasks with different subjects). By regenerating you may be able to get different activity suggestions each time.
Follow-up activities generated are saved and added to the Contact Timeline:
Follow-up activity generated and saved under Related tab > Info:
Follow-up activity generated and saved under Vacancies:
Additionally, update basic information about a Candidate based on the phone call, which also saves back to Mercury. See Update Candidate information for more details.
Example 1: Follow-up Activity - Email
Based off of the description, an Email is generated. All information returned is editable (including Due Date and Time) and the text can be regenerated in isolation (without impacting any other generated activities).
Email Select Edit to open an in-window rich text editor. These changes will be applied within the original text box.
Update Select the Save as Draft tick-box to save this back to the Contact Timeline under the General tab. Open the email record from the Timeline to further edit, add email signatures, etc., before sending.
Example 2: Follow-up Activity - Update
Based off of the description, an Update is generated. All information returned is editable (including Due Date and Time).
Select the Create Update tick-box to save this back to the Contact Timeline under the General tab.
Example 3: Follow up Activity - Task
Based off of the description, a Task is generated. All information returned is editable (including Due Date and Time).
Select the Create Task tick-box to save this back to the Contact Timeline under the General tab.
Example 4: Follow-up Activity - Phone Call
Based off of the description, another Phone Call is generated. All information returned is editable (including Due Date and Time).
Select the Create Phone call tick-box to save this back to the Contact Timeline under the General tab.
Example 5: Follow-up Activity - Appointment
Based off of the description, an Appointment is generated. All information returned is editable (including Duration, Due Date and Time). You have the option to make the appointment a Teams Meeting (as opposed to in-person).
Select the Create and Send Appointment tick-box to save this back to the Contact Timeline under the General tab.
Example 6: Follow-up Activity - Info or Vacancy
Info
Based off of the description, an Info is generated, this is similar to a Spec Send. All information returned is editable. Type is a required field which includes a drop-drop menu of the three job types: Permanent, Contract, Temporary.
Set the toggle as Create as Info to save this back under the Info tab of a Contact Record.
Vacancy
Toggle the Create as... toggle to change this activity to a Vacancy. An additional, required field (Speculative) will now show.
Set the toggle as Create as Vacancy to create a new Vacancy record.
Example 7: Update Candidate information
Under the Update tab, there is the option to update the following information about a Candidate only, based on the information in the phone call. Activity AI will attempt to fill in these sections with available information, but it can be overwritten from this screen.
Any information changed is updated in the Details and Candidate Details sections, under the General tab of the Candidate record.
NOTE: This tab does not show for Client Contacts.
Job Title [Freetext]
Will relocate [Yes/No]
Availability [DD/MM/YYYY]
Contractor [Yes/No]
Current Rate (Contract) [Numerical]
Temporary [Yes/No]
Current Rate (Temporary) [Numerical]
Permanent [Yes/No]
Current Salary [Numerical]
Roles sought [Freetext]
Latest Employer [Freetext]
Notice Period [Numerical]
D/W/M... [Dropdown]
Latest Package [Freetext]
Comments [Freetext]
END