Record · Custom
Custom Record Type
Describe the record type your team needs in plain language and SoterAI proposes the fields and types for you to adjust and confirm. There is no vendor customization request and no waiting, so when your process needs a record that does not exist yet, you can build it and start capturing entries the same day.
What it captures
A description of the record type you need.
What you get
A custom record type with the fields you describe.
How it works
- 1Describe the record type you need in plain language.
- 2SoterAI proposes the fields and types.
- 3Adjust and confirm the template.
- 4Start capturing records straight away.
Template fields
Fields are configured inside SoterAI when you start this record. Capture from a conversation, photo, or video, and SoterAI structures the entry for you.
Owner and due date on every record
Tracked to verified closure
Audit-ready export
Frequently asked questions
Describe the record type your team needs in plain language and SoterAI proposes the fields and types for you to adjust and confirm. There is no vendor customization request and no waiting, so when your process needs a record that does not exist yet, you can build it and start capturing entries the same day.