Access Conversation Intelligence to view AI insights and performance trends. Note that this feature is restricted to Owners, Admins, and Team Leaders.
- From the RealSynch menu, click the “Conversation Intelligence” tab
- View your Agent’s Performance Trend and their number of recorded appointments on Agent Momentum card based on a specific timerange
- Use the Team Member dropdown to view a specific agent Appointment AI Insight
- Click on the appointment title and check your agent’s recent appointment AI Insight: