Industry solution
Sales script compliance for sales teams
The sales script exists on paper but is followed hit-or-miss in the actual call: stages get skipped, objections are handled hastily, mandatory phrasing is forgotten. The platform checks script compliance on 100% of a sales team's calls — it transcribes every conversation and flags which stages were covered, which were skipped and how the rep handled the objection — instead of a manual 2–3% sample.
For sales this turns quality control from a ritual into a conversion-growth tool. Objections, refusal reasons and risky moments are auto-tagged by meaning, automations alert on problem calls, and the manager finds every conversation where, say, a price objection went unhandled with a single copilot query — and sees who to coach and on which stage.
Which industry pains this solves
Leads go cold on slow callbacks
By the time a rep reaches the request, the lead has already talked to a competitor. Speed of the first touch drives conversion, but there's physically no one to call everyone back at once.
Call control is a 2–3% sample
A manager or the QA team gets to listen to 2–3% of calls. What reps actually say on the other 97% and why deals fall through stays out of view.
How it works
A step-by-step scenario — the same steps as in the full use case, applied to your industry.
- 1
Describe your stage checklist
Standard greeting, needs discovery, presentation, objection handling, close — phrase the items in plain words. AI rule creation sets up the filters and check logic to match your standard.
- 2
An automation rule checks every conversation
Every new recording triggers an automation: from the transcript, AI grades adherence for each stage and fills metrics (pass/fail per item, an overall adherence percentage) via an llmText or script action.
- 3
AI tags breaches by meaning
A tagLlm action applies tags by meaning: "greeting skipped," "objection not handled," "no close." Tags are the same filter you use to pull the set of problem calls in one click.
- 4
Adherence metrics per agent on a dashboard
Script adherence percentage and a per-stage breakdown roll up into charts: comparison across agents, shifts and periods, and a trend for each checklist item. You can see exactly where the standard is slipping.
- 5
Alerts and exports on breaches
For critical breaches the automation sends an email or a signed webhook, and the matched contact with a note goes to your CRM. The supervisor gets a precise list of calls to review, not "listen to everything."
Industry scenario
A new rep and the mandatory value-pitch stage
Three new reps have joined, and the manager wants to make sure they don't skip the value-pitch stage and jump straight to a discount. This used to be caught by chance — on a couple of calls out of a hundred. Now every call is automatically checked for the mandatory script stages, and the card shows where a rep jumped from discovery straight to price.
The system auto-tags conversations where a price objection arose before the value pitch, and where the rep gave a discount without trying to defend it. An automation sends the manager a daily digest of problem calls instead of forcing them to listen to everything. The team meeting reviews specific recordings with timecodes, not vague reproaches.
Two weeks later the dashboard shows the share of calls with a skipped value-pitch stage among the new reps has dropped, while conversion to the next step has risen. Script compliance works across all reps at once, not just those whose calls were manually reviewed — and the standard finally lives in the conversation, not only in the playbook.
Key facts
- Coverage
- The stage checklist is verified on 100% of conversations automatically, not on a sample.
- How to set up
- Describe the standard's items in plain words — AI rule creation assembles the automation to match your checklist.
- Metrics
- Script adherence percentage and a per-stage breakdown — custom metrics that sync into analytics and surface on dashboards.
- Alerts
- Breaches go to email, a signed webhook, or a note in your CRM against the matched contact.
- Channels
- The same logic applies to written channels: adherence to response standards in chats, email and tickets is checked the same way.
Related scenarios for this industry
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