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Important Data Collection:
Captures and summarizes critical financial data discussed during the call, including loan amounts, home value, and employment details.
Missed
List of potential missed items from the a call checklist of best practices, and items that may have been added to the list by the organization.
Coaching Tips and Action Items:
Coaching Tips: Provides targeted advice to agents for improving interaction quality and sales techniques. The Assistant will use a combination of best practices along with items from a call checklist to determine coaching tips.
Action Items: Suggests next steps for the agent to take post-call, such as preparing proposals or scheduling follow-up interactions.
Follow-Up Management:
Suggested Actions and Dates: Outlines specific follow-up actions and recommended timing to maintain client engagement.
Communication Channels: Advises on the best methods for follow-up communication, including emails and text messages.
Highlights and Top Talking Points:
Summarizes the key successes of the call and crucial topics that were discussed, aiding in understanding the call's focus and outcomes.
The Assistant will use a combination of best practices along with items from a call checklist to determine agent successes.
Language Insights:
Key Words and Phrases: Identifies the most frequently used words and phrases during the call, offering insights into the main themes and focus areas.
Interaction Styles: Describes the predominant interaction styles used during the call, such as information gathering or solution-oriented discussions.
Advanced Coaching Add-On
Overview: Advanced Coaching is designed for organizations seeking deeper insights and more nuanced analysis of their call interactions. This add-on enhances the standard call review by identifying complex elements and providing targeted coaching tips to refine agents' communication strategies.
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