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Industry · BANKINGFunction · Customer Experience
UC-315

Live Call Guidance & Automated Call QA

Puts approved answers and required disclosures on the caller's screen live, then checks every finished call against the conduct list.

TBDBuild Duration
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The Challenge

New telecallers take months to learn products, rates and required disclosures on a floor where staff change often. Conduct checking is manual, so only a lucky few calls are ever reviewed.

How It Works

  • Ingests approved scripts, product sheets and conduct checklists alongside the live call audio.
  • Retrieves the approved answer to what is being asked and prompts the required disclosure.
  • Writes the summary and record update, then flags only exception calls for supervisor review.

What It Removes

  • Months of ramp before a caller performs
  • Post-call notes and record updates typed by hand
  • Conduct checks on a sample of finished calls
Input Data RequirementsApproved scripts and product sheets, conduct and quality checklists, live call audio feed, agent desktop integration
Output FormatOn-screen approved answers and disclosure prompts, automatic call summaries and record updates, conduct check on every call with exceptions flagged
“A caller in their first month answers like a caller in their third year, and every call is checked, not one in fifty.”
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