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AI Call Scoring & Sales Call Analytics

We build call-scoring workflows that turn authorized sales recordings into transcripts, rubric-based scores and manager reports. Managers can inspect the transcript evidence and dispute individual scores. Deal-level analysis and report destinations are agreed per project. Comparing model scores with a manually reviewed sample can be included in the pilot scope.

  • Scoring rubric agreed with your managers before the first call is analyzed
  • Every score traceable to the transcript moments that produced it
  • Managers can review and dispute individual scores
  • Transcripts and scoring evidence available for inspection
Call scoring digestSample
Call scores, this week148 calls scored, reports sent to the CRM
Avg. call score
Up 7 points to 74
Talk ratio
Down to 46% rep talk
Next step agreed
Down 5% to 61%
Pricing objections
Flat at 22% of calls

Sample illustration with illustrative numbers, not a verified client result.

Who this is for

Sales teams that record calls but review a small fraction of them, managers who want consistent quality criteria across reps, and revenue leaders who need call-level insight tied to deal outcomes. The fit is strongest when you can authorize a bounded set of recordings and name the people who own the rubric and the reports.

What we need from you

The pilot covers one team or queue of calls. Before scoring starts we agree the inputs and the access path to them.

  • Authorized call recordings or transcripts and the access path to them.
  • The scoring rubric: criteria, weights, and what each score is meant to measure.
  • Example calls and any manual scores you want to use for pilot comparison.
  • Who receives reports and who can dispute a score.

How scoring works

Recordings are transcribed with speaker separation, then scored against the agreed rubric. Each score carries links to the transcript evidence behind it, and deal classifications are produced where the pilot scope includes them. Scheduled manager reports summarize the agreed metrics on the cadence you set, and a pre-call briefing flow can reuse the same approved sources to prepare reps before the next conversation.

Controls, limits, and acceptance

Poor audio, crosstalk and accents can affect both the transcript and the score. Transcription may retry or use a fallback, and a resulting transcript can still proceed to automated scoring. An automatic confidence threshold that routes calls to a human is a separate feature to scope and test. Managers can inspect the evidence and dispute scores; coaching decisions should not rest on a score alone.

How a pilot runs

We agree the rubric, recording sources and reporting scope on a call, then run the workflow against a limited set of calls. Your managers review the transcripts and first reports and exercise the dispute path. If manual-score comparison is included, we report agreement and disagreements on the supplied sample. Any additional confidence-based review routing is specified and tested separately before handover.

Workflow examples

Example scopes and acceptance checks for custom builds. These are illustrative workflows, not verified client case studies.

Intelligence01

AI Call Scoring & Deal Analytics for Sales Teams

Call scoring against an agreed rubric, with transcript evidence and a dispute path for managers.

Call scoring digestSample
Call scores, this week148 calls scored, reports sent to the CRM
Avg. call score
Up 7 points to 74
Talk ratio
Down to 46% rep talk
Next step agreed
Down 5% to 61%
Pricing objections
Flat at 22% of calls

This example outlines a call analytics workflow that transcribes authorized recordings, scores them against an agreed rubric and produces manager reports. Managers inspect supporting transcript evidence and dispute scores through a review path. Comparison with manually scored samples and extra confidence-based routing are additional scope to agree and validate.

Explore workflowDiscuss
Intelligence02

Sales Pre-Call Co-Pilot: Research and Briefings Before Every Call

Reps get a source-linked brief before every call — with explicit approval before anything writes back to the CRM.

Pre-call briefSample

Brief me for the 2pm call with Lumen Health

Web1Company research
HubSpot2CRM history
Reading 2 sources

Before each scheduled call, the co-pilot assembles a one-page brief from the sources you approve — CRM history, calendar context, and the prospect's public footprint — with claims linked to where they came from. After the call it drafts a follow-up for review, and CRM updates happen only with explicit approval. Conflicting or missing sources are flagged in the brief rather than silently resolved.

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Related guides

Frequently asked questions

Yes — the pilot needs authorized recordings or transcripts plus the access path to them, scoped to the calls you approve. We agree exactly which sources and which date range are in scope before anything is processed.
The rubric is yours: criteria, weights and what each score measures are agreed with your managers up front. A comparison with manually scored calls can be included in the pilot to identify where model judgments and manager judgments differ.
Poor audio can affect the transcript and score. The workflow may retry transcription or use a fallback; a resulting transcript can still be scored. Managers need to review questionable results. Confidence-based routing to a human can be built and tested as an additional, explicitly agreed feature.
Every score can be disputed. Disputes enter a review queue where a human sees the score, the transcript evidence, and the rubric criteria side by side, and the outcome is recorded.
No. It helps managers prioritize call review and inspect scores alongside transcript evidence. Managers still own coaching decisions and can dispute individual scores. Coverage and reporting depend on the recordings and workflow agreed for the project.

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