Review a call

Call detail, 1003 export, and Library

• 0:00–0:45Open a processed call
• 0:45–1:26Transcript and AI summary
• 1:26–3:10Edit 1003 fields and export MISMO
• 3:10–4:26Emotions, scorecard, and stats
• 4:26–6:11Ask Aila and save to Library

Answers:

• What does Aila generate after a call?
• Where do I open a processed call?

Call detail, 1003 export, and Library

• 0:00–0:45Open a processed call
• 0:45–1:26Transcript and AI summary
• 1:26–3:10Edit 1003 fields and export MISMO
• 3:10–4:26Emotions, scorecard, and stats
• 4:26–6:11Ask Aila and save to Library

Answers:

• How do I search the transcript?
• Can I read the AI recap?
• Where do follow-ups go in the CRM?

Call detail, 1003 export, and Library

• 0:00–0:45Open a processed call
• 0:45–1:26Transcript and AI summary
• 1:26–3:10Edit 1003 fields and export MISMO
• 3:10–4:26Emotions, scorecard, and stats
• 4:26–6:11Ask Aila and save to Library

Answers:

• Where is the 1003 data from this call?
• Can I fix a field before I export?
• How do I get a 3.4 into ARIVE?

Call detail, 1003 export, and Library

• 0:00–0:45Open a processed call
• 0:45–1:26Transcript and AI summary
• 1:26–3:10Edit 1003 fields and export MISMO
• 3:10–4:26Emotions, scorecard, and stats
• 4:26–6:11Ask Aila and save to Library

Answers:

• Was the borrower upset?
• Did they follow the script?
• Who talked more?
• How do I listen to the call?

Call detail, 1003 export, and Library

• 0:00–0:45Open a processed call
• 0:45–1:26Transcript and AI summary
• 1:26–3:10Edit 1003 fields and export MISMO
• 3:10–4:26Emotions, scorecard, and stats
• 4:26–6:11Ask Aila and save to Library

Answers:

• Can I ask questions about this call?
• How do I save a good call?
• How do I make a training playlist?