Skip to main content

Overview tab

The 📊 Call Overview tab is the default view and the executive summary of the call.

Violation cards​

If rules were broken, red cards appear at the top — one per violation, split into two types:

  • 🚫 Compliance violation — a mandatory rule was broken (legal, disclosure, etc.).
  • ⚠️ Technique violation — a sales-technique rule was broken (no summary, weak discovery, etc.).

Each card shows the actual rule that was broken.

Call Story​

Call Story

The Call Story summarizes the call in three columns:

  • The Hook (Stated Intent) — what the client said they wanted.
  • The Reality (True Intent) — what the client actually wanted, inferred by the AI.
  • The Result (Outcome) — what actually happened at the end.

The gap between Hook and Reality is often where the real sales opportunity is.

Stage Pipeline​

Stage Pipeline

Six bars show how the agent performed at each of the six stages (Greeting → Closing Deal):

  • The number above each bar is that stage's score (1–5).
  • The bar height and color reflect the score — green is good, amber is weak.
  • A gray bar with "Missed" means the agent never reached that stage.

Top Coaching Insight​

Coaching insight

The 🎓 Top Coaching Insight highlights the lowest-scoring stage and gives a concrete recommendation for it. This is the single most useful thing to tell the agent.

Client Objections​

Client Objections

The 💬 Client Objections panel lists every objection the client raised, with:

  • The objection itself (in quotes).
  • A category badge rating how well it was handled.
  • The agent's response.

This shows you exactly where the agent struggled with pushback.