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Workflow demos · Finance

Review every telephone sales recording,
without leaving out a single call

Transcribes every telephone sales recording inside the harness and checks each call: whether the required explanations were given and when, any forbidden expressions, and the speech rate during the required explanations. Transcript files produced by the call recording system can also be used. Provides a review workbook with a timestamp for every finding and a list of calls ordered by risk.

Try it with your own dataLearn about harnesses
Real product screen
The pace of the required explanations and the forbidden expressions on the call’s timeline
01

Task overview

Use it when every call must be checked for required explanations, forbidden expressions and speech rate. It accepts telephone sales recordings (WAV, MP3 or ZIP) or transcript files from the call recording system. The recordings never leave the server. The results are drafts; the reviewer listens to the recordings and makes the final decision.

StepsTranscribe → check required explanations → forbidden expressions and speech rate → risk score
RuntimeOffice documents image (speech-to-text model included) · up to 30 steps
Completion checksCheck script · 1 Excel file · PNG
02

Input

Sample data

Attachments

tm-calls-0930.zip

Request

Review all of yesterday's telesales recordings and list the calls with a missing required explanation or a forbidden expression, highest risk first.

Company data to connect

  • Contracts and sellers

    The product and seller for each call, used to check the required explanations for the product offered in the call. When not connected, the call list in the input files is used; if there is no call list either, a common checklist is applied to all calls.

  • Required explanations per product and sales rules

    The required explanations and confirmation phrases for each product, the forbidden expressions and the speech rate limits. When connected, these rules are used instead of the skill's default settings and quoted in the answer. When not connected, the skill's settings are used.

03

Processing steps

  1. Connect company data

    Copy the template and connect the contracts database and the sales rules.

  2. Upload recordings

    Upload telephone sales recordings in chat and all of them are transcribed inside the harness. The recordings never leave the server.

  3. Review each call

    Checks for required explanations, forbidden expressions and speech rate, and lists the calls by score, highest risk first.

  4. Review calls again

    Add transcripts and the calls they belong to are reviewed again.

04

Output

Result files

sales-call-review.xlsxcall-timeline.png

Completion check items

  • Speech rate recomputed and required explanations checked again
  • C numbers in the answer match the review workbook
  • Workbook and call timeline
05

Sample run

Start from a harness templateStart by copying a domain's instructions, skills and completion checks, then connect your company's data to the resources the template recommends.

Sales call reviewSample run
tm-calls-0930.zip

Review every telesales call from yesterday and list the ones with a missing explanation or a forbidden expression, riskiest first.

Completion checks
Result files

A sample screen. Real steps and times depend on the model and the files.

06

Sample data

All file names and figures are sample data.

Sample data

Review by call

CallFindingRisk score
C1 TM-0412Missing explanation · “Principal guaranteed”92
C2 TM-0388Fast: 412 syllables/min71
C3 TM-0405Cooling-off notice missing64
C4 TM-0371“You can’t lose” 02:0558
C5 TM-0419Surrender value explanation missing41
24 calls7 missing explanations · 3 forbidden expressions

See it with
your own documents

In a consultation, we connect a few of your documents so you can check the answer quality for yourself. Send us your questions and our team will get back to you.

Try it with your own dataAll workflow demos
Product videosReal product screens · Example company ACME Logistics · 16 videos