Conversation Intelligence AI Insights Overview

Jenny
Jenny

 

This article provides an overview of the AI-generated insights available for your agent’s in-person appointments. Please be aware that the Conversation Intelligence feature is restricted and can only be accessed by account owners, administrators, or team leaders.

 

Header Details shows:

  • Seller/Buyer Name
  • Lead Type (Seller/Buyer)
  • Appointment Date
  • Meeting Duration
  • Agent’s Name

Overview Tab shows:

  • Call Outcome
  • Signing Probability (e.g. Nurture, Strong or At Risk)
  • Performance Metrics:
    • Leadership
    • Discovery
    • Market Authority
    • Differentiation
    • Property Risk
  • Meeting Summary
  • Actionable Next Steps
  • Property Details
  • Client Context
    • Timeline
    • Motivation
    • Decision Makers
    • Constraints

 

Coaching tab shows:

  • What was strong
  • What needs improv
  • Script lines to use next time

 

Audio + Transcript

  • You can listen to the recording directly on the platform
  • Click Download to save the audio file
  • Copy Transcript
  • Includes a color-coded speaker breakdown

 
Jenny

Jenny

Jenny is a Client Onboarding Specialist at RealSynch with over three years of experience helping real estate teams get connected, set up, and seeing results. She works closely with clients through every step of the onboarding process and knows the platform inside and out. When a client has a question, Jenny's usually the one with the answer.