Copilot Call Review Page

Overview

 

The Call Review page gives you critical insights with RevAI capabilities. It streamlines workflows to reduce the time taken to review and share calls, making it easy to collaborate and take action.

 

Use Cases

 

• As a user, you can access comprehensive Smart Summaries and outlines of calls that allow you to quickly grasp the critical discussions and outcomes, enabling you to efficiently review calls without listening to the entire recording.

• As a user, you can easily access action items and follow-up tasks generated from call reviews. This ensures that insights lead to actionable outcomes and seamlessly integrate into your workflow.

• As a sales manager, you can pinpoint exact moments in the call where a rep handled a situation well or could improve and leave comments for the rep to review. This will enable direct and actionable feedback, fostering a culture of continuous improvement and personalized coaching.

• As a CSM, you can ask Clari questions about calls to get AI-generated answers. This can help you understand customer concerns or product feedback without manual review.

• As a marketer, you can search the transcript for specific mentions of marketing materials or campaigns to gauge their impact and understand how they're discussed in sales conversations in a summarized view.

 

Admin Set Up for Call Review

For your team to use the full suite of AI features in the call review screen, an Admin must first enable Advanced AI Features. Once enabled, it will allow all users in the organization to access Smart Summaries, Action Items, Revenue Critical Moments, Smart Chapters, Automated CRM Updates, and Summaries for Search and Bookmarks.

 

Go to Workspace Settings > Click Record and Transcription > Toggle Advanced AI Features

 

 

Meeting Details and CRM Information

 

All meeting details, participant info, and CRM information are in the header.

 

You can update CRM data directly from the Call Review page through Automatic CRM Suggestions or Manual CRM updates. You can also change the deal linked to a call from the CRM info section.

 

Learn more about how CRM linking here.

 

Smart Chapters

 

The Smart Chapter Summaries provide a concise outline that captures the essence of each discussion point at the start of the call. This will give you valuable context before diving into a specific section of the call recording in the video overlay.  Learn more about Smart Chapters. 

 

 

 

 

The new transcript view now showcases Smart Chapter Summaries alongside the transcript, allowing you to quickly skim through and identify the key topics discussed during the call. 

 

Ask Clari 

 

Ask Clari in Copilot helps you efficiently extract critical insights from call transcripts. By leveraging this feature, you can better understand customer needs, market trends, sales dynamics, etc., and identify revenue-critical moments. You can use As Clari as an assistant while asking more detailed questions to clarify doubts from insights like summaries, Revenue critical moments, etc. You can use automated CRM updates or follow-up emails to get more context from comments and searches.

 

You can access Ask Clari from all tabs in the right pane. And ask questions like this:

 

• Summaries: "Tell me more about the pricing discussion" or "What were the customer's main concerns?"

• Comments: "What did Jessica mean by her comment 0.29?"

• Search Results: "Can you summarize what was discussed here?"

• Automated CRM Updates: "Does the organization have enough budget to proceed with the deal?"

• Follow-Up Emails: "Personalize the Follow-up email to John?"

 

Learn more about Ask Clari here.

 

How Call Insights Are Grouped

 

Summaries: The Summaries section provides concise overviews that capture the essence of each call conversation. You can learn more about summaries in this article.

 

Summaries surfaces action items identified during the call and listed with tagged users to ensure accountability for follow-up tasks. Additionally, Revenue Critical Moments highlight key positive or negative points from the sales discussion, allowing you to prioritize deals and giving leadership a quick understanding of deal health. Learn more about it in this article.

 

 

Chapters: A detailed outline breaking down the call by topic. Chapter summaries provide chronological summaries of each discussion point, so you can quickly navigate and jump to the exact moments of interest. Chapters are in the Insights panel to the right. Check out this article for more on Chapters.

 

Bookmarks: Centralizes all the crucial moments you flagged, whether during the live call or while reviewing the transcript. But goes beyond listing bookmarks—you can generate summarized insights for each bookmarked segment, giving you deeper context and understanding without having to re-listen those excerpts entirely. Read more on Bookmarks.

 

 

How To Call Search

 

From the 'Questions' and 'Others' sub-tabs under Search, you can summarize the searched term to get context quickly without reading through all the results. Read more on Call Search.

 

 

Sharing Calls

To share links to your call review pages — follow this quick guide! 

 

You can share calls without waiting for the entire call to be generated. Both processes can happen in parallel, which allows you to share with customers more efficiently.