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Phone System · 1 min read

Voice Intelligence

What you get after each call

| Result | What it gives you | | --- | --- | | Call summary | Why the contact called, key points and next steps | | QA scorecard | A score out of 10, scores for the areas you care about and coaching tips | | Field suggestions | Contact details mentioned on the call, ready to save | | Disposition suggestion | The likely call outcome from your own disposition list | | Transcript | The full call, split by speaker, next to the recording |
Voice Intelligence is a Labs feature and is still being improved.

Before you start

  • Turn on call recording. Only recorded calls are analyzed.
  • Set up your call dispositions so suggestions use your list.

Turn it on

  1. Go to Settings → Phone System.
  2. Open the Voice Intelligence settings and turn it on.
  3. Choose the scorecard areas you want to track.
  4. Save.

Where to see results

Open the call in Conversations or the contact's activity. Review the summary, accept suggested fields or dispositions, and read the transcript.

Tips

  • Tell callers calls may be recorded, where required.
  • Use QA scores for coaching, not as the only measure.

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