Sales Call Summary Agent

The Sales Call Summary Agent is a Vercel-deployable AI template that turns raw sales call transcripts into structured summaries with tasks, objections, and insights using Vercel Sandbox, the AI SDK, and the Workflow SDK.

What is the Sales Call Summary Agent?

The Sales Call Summary Agent is an open-source template from Vercel Labs that automates post-call analysis. It receives a Gong webhook when a call completes, fetches the call transcript from the Gong API, and runs an AI agent inside a Vercel Sandbox to explore the transcript files with a bash tool. The output is a structured JSON summary containing a call summary, action items with owners, and objections with handling scores. The template runs on Vercel's serverless platform and is built with the AI SDK's ToolLoopAgent and the Workflow SDK for durable execution.

Key Features

• Structured Summaries — Generates a JSON output with a summary field, a tasks array (each with description, owner, and owner company), and an objections array (each with description, quote, speaker, handled flag, and a 0-100 handling score).
• Sandbox Agent — Uses Vercel Sandbox for secure code execution and file exploration, so the AI agent can safely run shell commands on transcript files.
• bash-tool Integration — Leverages the generic npm package bash-tool, compatible with the AI SDK, to let the agent list files, grep for keywords like "pricing", and view metadata.
• Demo Mode — Enabled by default; includes a mock 20-minute product demo call with realistic webhook data and transcript files, so no Gong credentials are required to test.
• Durable Workflows — Built with the Workflow SDK, which provides automatic retries on failure, state persistence, and observability in the Vercel dashboard.
• Gong Integration — Connects to the real Gong API using GONG_ACCESS_KEY and GONG_SECRET_KEY environment variables; demo mode auto-enables when these are missing.
• Extensible Architecture — Designed to be extended to Salesforce, Slack, Zoom, and Google Meet by modifying the webhook handler and transcript fetching logic.

Who is it for?

• Sales managers who want objection-handling scores and action items from every call without manual note-taking.
• Revenue operations teams who need consistent call summaries and tasks to feed into CRM or workflow tools.
• AI application developers who want a working reference for building agentic workflows with Vercel Sandbox, the AI SDK, and the Workflow SDK, using sales calls as the example domain.

What can you do with it?

• Sales leaders: automatically generate objection-handling scores for each call to identify coaching opportunities.
• RevOps automation: route the structured summary (tasks and action items) into Salesforce or Slack for follow-up.
• Product demo teams: analyze a discovery call transcript and receive a summary of pricing discussions and customer concerns.
• Developers: adapt the webhook endpoint to accept data from Zoom or Google Meet instead of Gong.

How does it work?

The flow starts with a POST request to /api/gong-webhook (or an empty body in demo mode). The request triggers a durable workflow that fetches the call transcript, creates a sandbox containing the transcript and context files, runs the AI agent with bash-tool to explore the files, and then writes the structured summary back to the workflow result. Each step uses the "use step" directive for retries and state persistence.

FAQ

Does it work without Gong credentials?

Yes, demo mode is enabled by default and uses a mock 20-minute product demo call. You can deploy to Vercel with one click and test immediately without setting any environment variables.

What output does the agent produce?

The agent produces a JSON object with a summary string, a list of tasks (each with description, owner, and which company the owner belongs to), and a list of objections (each with a description, a verbatim quote, speaker, handling status, and a handling score from 0 to 100).

How do I run it locally?

Clone the repository, run pnpm install, run vercel link and vercel env pull to create .env.local, then pnpm dev. Trigger the webhook with a curl POST to http://localhost:3000/api/gong-webhook with an empty JSON body to test demo mode.

Can I extend it to other call platforms?

Yes, the template is designed to be adapted. You can modify the webhook handler and transcript fetching logic to work with Zoom, Google Meet, or any other platform that provides transcripts.

What integrations are included?

The template ships with Gong as its call transcript source, and the demo files include context from a hypothetical CRM and sales playbook. The README notes that it can be extended to Salesforce, Slack, and other services.