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This article provides what's inside the AI Insights for in-person appointments, detailing the dashboard's features for reviewing recordings
- Once you open a specific appointment insight, the top banner provides the following details:
- Date and time of the meeting
- Your registered agent name
- The lead's name with their designated type (Buyer or Seller)
- From the dashboard media player:
- You can listen to the recording directly on the platform
- Click Download to save the audio file
- Click View Transcript
- Includes a color-coded speaker breakdown
- On the left side, you will find a comprehensive analytical breakdown of the following:
- Conversion Probability and Outcome Status
- Overall Performance Score
- Overview Summary
- Category Score Breakdown
- Review “What Was Strong” section to view highlights demonstrated during the appointment
- Review “What Needs Improvement” section to view critical growth areas
- Review “Script Lines to Use Next Time” for future conversations
- Click the See More link under this section to expand and read the full, AI-generated summary compiled directly from the conversation transcript
- Review Next Actions to see an automated list of actionable items
- Navigate to the Agreed Plan to review the strategic roadmap established during the call
- Review Prep, Repairs, and Paperwork Overview
- Key Risks Identified section automatically scans your conversation transcript to flag underlying transaction hurdles in real time
- Financial Risk Scan section monitors key property conditions discussed during the call that could impact valuation or repair costs
- Status and Next Milestones panel tracks the current health and structural trajectory of the deal
- Client Profile section maps out the underlying human elements of the transaction
- View Property Snapshot to review structural specs and value-adds straight from the discussion
