AI
Learn how to use Nutshell's many AI tools to your advantage
By The and 4 others5 authors30 articles
AI & Data protectionFind out how Nutshell's AI summarization features keep your data private and secure through effective data protection tools and policies.
Understanding AI assists and AI outcomes in NutshellLearn what AI assists and AI outcomes mean, how they are counted, and how to track usage with confidence.
Meeting and phone notetakers
Learn how you can easily transcribe and summarize calls and meetings using Nutshel''s click-to-call, Zoom, GMeet & Microsoft Teams Calls
Click-to-call notetakerUse AI to quickly summarize your call transcriptions and save to your activity and as a note to your timeline.
Zoom notetakerLearn how to access Zoom meetings and AI-generated meeting transcription summaries
Google Meet notetakerLearn how to set up and access Google Meet meetings and AI-generated meeting transcription summaries
Microsoft Teams notetakerAutomatically log and summarize your meetings to Nutshell.
RingCentral notetakerSync, log, and summarize every call
Aircall notetakerSync, log, and summarize every call
Dialpad notetakerSync, log, and summarize every call
CallRail notetakerSync, log, and summarize every call
Connecting Kixie to NutshellLearn how to integrate Kixie phone service with Nutshell for seamless click-to-call, call recording, and automatic logging.
Sales acceleration
Support your team's sales efforts with the power of AI
Note transcriberFind out how to effortlessly transcribe speech to text with Nutshell's Notetaker. Perfect for meetings, brainstorming, and quick notes.
Timeline summariesUse AI to quickly summarize a Contact, Company or Lead timeline to get a full history with 1 click.
Email reply starterSave time while maintaining meaningful connections with AI-generated email reply starters in Nutshell.
PeopleIQDiscover important contacts through targeted suggestions and seamless integration.
Lead recaps & next actionsLearn what happened and identify what's next without opening a lead
Company IQEnrich companies with revenue, headcount, and more
ProspectorIQTarget new leads based on your ideal customer profile
CompetitorSpySee how your website and visitor metrics stack up to your competition
VisitorIQIdentify the businesses that are browsing your site, even if they never fill a form
Other AI tools
Additional AI tools for streamlining your workflows
MCP ServerLearn how Nutshell’s MCP server connects to your account, offering secure AI-driven insights on leads, contacts and more.
Workflow assistants
Streamline your day with AI-powered workflow assistants
Workflow assistantsLearn how to use Nutshell's built-in AI agents to simplify sales tasks like pipeline design, email writing, lead research, & more.
Lead researcherLearn how to research a lead in seconds with clear company context, talking points, and helpful insights.
Email sequence writerGet help writing multi-part emails that get noticed.
Sales objection coachYour sparring partner to find ways around "not right now"
Sales pipeline designerAdvice on the best processes and milestones for your business