Peak Automations / Customer success
You promised something on the call.The task for it is there before you hang up.
Customer success lives on commitments that are kept. Peak Automations reacts when a call in Peak Conversations is ready, summarises it with an AI step, adds a note to the contact and speaks up when a task becomes overdue.
Put the goal into words. Add perspectives and timing right below.
Two sample flows · customers get no automatic messages.
One call / one commitment
Call, note, due date.
- Trigger
- Call ready in Peak Conversations or task overdue.
- Steps
- AI summary, note on the contact, task, notice.
- Control
- Test run before switching on, history per run.
Your first automation
What should happen after your customer call?
Set the call, the result and the notice. The preview shows the rule and stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. No forgotten commitment.
Draft · not yet put together
- Call
- Still open
- Result
- Still open
- Notice to
- Still open
Two customer moments
Where does a commitment get lost?
Pick the moment. The example shows the note, the task and the notice.
Check-in with a customer
A call in Peak Conversations is fully processed.
- The action
- An AI step summarises the call; Peak adds the note to the contact and creates a task for the commitment.
- The intent
- The commitment is a task, not a memory in your head.
Example: call → commitment
- When
- Call ready (example)
- Then
- AI summary → note
- And
- Task “fulfil commitment”
The example shows the structure. In Peak Automations you describe what happens after a customer call.
To the next stepIs this for you?
What works today. What doesn't yet.
A team that
doesn't want to lose a commitment from the call.
This is where the example helps.
- Customer calls run through Peak Conversations.
- Commitments should become tasks.
- Someone should see overdue items before they escalate.
Nothing runs
What Peak Automations doesn't do today.
- Alerts for customers without activity are planned, not available today.
- Peak does not chase anyone on its own; every email to third parties waits for an approval.
- The automation does not compute a health score per customer.
From the example to a real automation
Build your call follow-up.
Describe the follow-up in one sentence, test it with a sample call and switch it on. Every summary is a note on the contact.
Start with Peak AutomationsPeak Automations / Your next step
Said means: recorded.
Start with the call type that creates the most commitments.
See customer success examples
For teams that keep their promises.
Test run before switching on, history per run.
Frequently asked questions
Are these real customer cases?
No. They are examples built from triggers and actions that exist today. We only show customer cases with evidence.
Does an automation start running right away?
No. You test it with an example first and then activate it yourself. Nothing runs before that.
Where does the call come from?
From Peak Conversations. Once a conversation has been processed, an automation can react to it.