What is Sana Pulse?
Sana Pulse is the microCRM built directly into Hawil AI. Unlike traditional CRMs that require manual data entry and complex setup, Sana Pulse automatically captures and organizes every customer interaction.
Zero data entry: Every call, chat, and interaction is automatically logged with full context.
Unified contacts: All your contacts - leads, customers, candidates - in one place with their complete conversation history.
AI-powered insights: Get automatic sentiment analysis, follow-up suggestions, and trend detection.
Built for conversations: Designed specifically for AI-powered voice and chat interactions, not retrofitted from email-first CRMs.
Key Features
Sana Pulse gives you everything you need to manage customer relationships without the complexity of enterprise CRMs.
Automatic contact capture: New contacts are created automatically from voice calls and chat sessions with all relevant details.
Conversation history: Every interaction is logged with full transcripts, so you never lose context when a customer returns.
Smart tasks: AI-generated follow-up tasks based on conversation content - review and act on what matters.
Activity feed: Real-time view of all interactions across your business in one dashboard.
Contact notes: Add context that Sana can use in future conversations with returning customers.
How It Works
Sana Pulse works automatically in the background - no setup required beyond your normal Hawil AI configuration.
Step 1: A customer calls or chats with Sana. The conversation is automatically transcribed and analyzed.
Step 2: If it's a new contact, Sana Pulse creates a contact record with name, phone/email, and conversation summary.
Step 3: If it's a returning contact, Sana recognizes them and has access to their full history for a personalized experience.
Step 4: After each conversation, AI generates suggested tasks and updates sentiment scores.
Step 5: You review the dashboard, approve tasks, and add notes - Sana uses this context in future conversations.
AI-Powered Insights
Sana Pulse doesn't just store data - it understands it and surfaces insights that help you grow your business.
Sentiment tracking: See how customer sentiment trends over time. Catch issues before they become problems.
AI recommendations: Get proactive suggestions like 'Follow up with John - mentioned interest in upgrading' or 'Sarah seems frustrated - personal attention recommended.'
Conversation summaries: Each interaction gets an AI-generated summary so you can quickly scan what happened.
Priority scoring: Contacts are automatically prioritized based on engagement, sentiment, and intent signals.
Trend detection: Identify patterns across conversations - common complaints, popular features, emerging needs.
Getting Started
Sana Pulse is included with every Hawil AI account - no additional setup or payment required.
Access your dashboard: Click 'Sana Pulse' in your Hawil AI dashboard to see all your contacts and insights.
Enable Pulse Context: Toggle 'Pulse Context' on to let Sana use contact history in conversations with returning customers.
Review AI tasks: Check your task list daily to see AI-generated follow-up suggestions.
Add notes: Enrich contact records with notes that Sana can reference in future conversations.
No migration needed: If you're already using Hawil AI, your contacts are already in Sana Pulse. Just start using it!
Real-World Use Cases
Auto-Capture Leads from Voice & Chat
Every inbound call and chat automatically creates or updates a contact record with full conversation history.
Workflow
Customer calls/chats
Via web call or chatbot
Contact auto-created
Name, phone, email captured
Conversation logged
Full transcript saved
AI tasks generated
Follow-up suggestions created
Recognize Returning Customers
When a customer returns, Sana knows their history and can reference past conversations for a personalized experience.
Workflow
Returning customer calls
Phone number recognized
History loaded
Past conversations, notes visible
Sana uses context
References previous interactions
Customer feels valued
No need to repeat themselves
AI-Generated Follow-Up Tasks
After each conversation, Sana Pulse suggests specific follow-up actions based on what was discussed.
Workflow
Conversation ends
AI analyzes transcript
Tasks suggested
'Send quote', 'Schedule demo', etc.
You review & approve
One-click to complete or dismiss
Nothing falls through cracks
AI catches what humans miss
Track Sentiment Over Time
Monitor how customer sentiment changes across interactions to catch issues early and identify your happiest customers.
Workflow
Each conversation analyzed
Sentiment score assigned
Trends tracked
Positive, negative, or declining
Alerts for issues
Declining sentiment flagged
Happy customers identified
Perfect for testimonials
Ready to Transform Your Crm Business?
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