crm Blog

Sana Pulse: Your AI-Powered microCRM

Track every conversation, get AI insights, and never lose context with your customers - all built into Hawil AI.

10 min read
4 use cases
Zapier ready

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

generalqa

Auto-Capture Leads from Voice & Chat

Every inbound call and chat automatically creates or updates a contact record with full conversation history.

Workflow

1

Customer calls/chats

Via web call or chatbot

2

Contact auto-created

Name, phone, email captured

3

Conversation logged

Full transcript saved

4

AI tasks generated

Follow-up suggestions created

generalqa

Recognize Returning Customers

When a customer returns, Sana knows their history and can reference past conversations for a personalized experience.

Workflow

1

Returning customer calls

Phone number recognized

2

History loaded

Past conversations, notes visible

3

Sana uses context

References previous interactions

4

Customer feels valued

No need to repeat themselves

generalqa

AI-Generated Follow-Up Tasks

After each conversation, Sana Pulse suggests specific follow-up actions based on what was discussed.

Workflow

1

Conversation ends

AI analyzes transcript

2

Tasks suggested

'Send quote', 'Schedule demo', etc.

3

You review & approve

One-click to complete or dismiss

4

Nothing falls through cracks

AI catches what humans miss

feedback

Track Sentiment Over Time

Monitor how customer sentiment changes across interactions to catch issues early and identify your happiest customers.

Workflow

1

Each conversation analyzed

Sentiment score assigned

2

Trends tracked

Positive, negative, or declining

3

Alerts for issues

Declining sentiment flagged

4

Happy customers identified

Perfect for testimonials

Ready to Transform Your Crm Business?

See how AI can help you save time, capture more leads, and focus on what matters most - growing your business.

Explore Other Industries