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