Phone Call AI Insights Overview

Jenny
Jenny

 

This article provides an overview of the AI-generated insights available for your agent’s phone calls. 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:

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

 

Overview Tab shows:

  • Call Outcome
  • Letter Grade
  • Performance Metrics
  • Meeting Summary
  • Actionable Next Steps
  • Property Details
  • Client Context



Coaching tab shows:

  • High, Medium and Low priorities

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.