1.Retrieves new call transcript
Integrate Close and call metadata fields to retrieve the audio reference and call details so you can trigger downstream QA.
Create call QA records from sales call transcripts
Automatically monitor new call transcript and call recording retrieval across Close and ChatGPT (OpenAI). Create and update when transcript labeling and QA scoring finishβso you can populate QA rows, share summaries, and track call eligibility without manual reporting.
How this automation creates QA records for reporting
When new call transcripts are retrieved, delays can leave managers without timely QA insights. This automation transcribes call audio, labels transcripts and scores, and creates Google Sheets rowsβso your team can review quality consistently.
Closeor swap with your favorite app
2.Transcribes call audio
Integrate ChatGPT (OpenAI) and transcription tools to transcribe the audio file reference so you can generate verbatim transcript text.
ChatGPT (OpenAI)or swap with your favorite app
3.Labels and assesses transcript
Integrate ChatGPT (OpenAI) and QA scoring prompts to label speakers, determine eligibility, and calculate assessment scores from the transcript.
4.Creates QA worksheet row
Integrate Google Sheets and reporting tables to create a new row with summary, scores, eligibility, and transcript excerpts for review.
Google Sheetsor swap with your favorite app
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