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Summary: Charged twice for his October order. Rachel refunded the duplicate on the call and emailed a confirmation.
Greeted ✓Gave name ✓Solved it ✓Next step ✓
Transcribed
Every recorded call turned into text, with who said what. Search it, skim it, or jump to the moment that matters.
Summarized ✦
A short summary of each call with the to-dos and the next step, so nothing said on the phone gets lost.
Scored
Caller mood from start to finish, the topics people call about, and a score against your own checklist, with scorecards for each person.
This is what you see in Insight AI
Every recorded call, summarized by AI: the recording, the transcript, the caller's mood and a score against your own checklist. Press play on this made-up call.
What happened on your calls
Mark Davis · Davis Landscaping
Inbound · 1 min 16 sec · answered by Rachel Green
- 0:00AgentThanks for calling Summit Office Supply, this is Rachel. How can I help you today?
- 0:05CallerHi Rachel, this is Mark Davis from Davis Landscaping. I think we got charged twice for our October order.
- 0:12AgentOh, I'm sorry about that, Mark. Let me pull up your account. Do you have the order number handy?
- 0:18CallerSure. It's 48217.
- 0:23AgentThank you. Okay, I see it. You're right, the card was charged twice on October 3rd, $218 each time.
- 0:33CallerYeah, that's what our bookkeeper noticed. It's been kind of a headache this month, honestly.
- 0:38AgentI completely understand. I've just refunded the duplicate charge, so you'll see the $218 back on your card in three to five business days.
- 0:48CallerOh. Okay, that was quick. Great.
- 0:51AgentI'll also email you a confirmation right now, so your bookkeeper has it for her records. Is [email protected] still the best address?
- 1:00CallerYep, that's the one.
- 1:02AgentPerfect, it's on its way. Is there anything else I can help you with today?
- 1:07CallerNo, that's it. Thanks, Rachel. I really appreciate you fixing that so fast.
- 1:13AgentYou're very welcome, Mark. Have a great afternoon.
AI summary
Mark was charged twice ($218 each) for his October 3rd order. Rachel found the duplicate charge, refunded it during the call and emailed a confirmation for his bookkeeper.
To-dos
- Refund the duplicate $218 charge · Rachel · done on the call
- Email the refund confirmation · Rachel · done on the call
- Watch for the refund on the card · Mark · 3 to 5 business days
Checklist
- Greeted the caller
- Gave their name
- Solved it on the call
- Set a clear next step
Could improve
Could have checked his other recent orders for duplicate charges too.
A made-up call and made-up numbers, so you can see and hear exactly what Insight AI shows for your own recorded calls.
More Insight AI screens
Screens show demo data from a made-up company.
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Questions
What does Insight AI need?
Call recording on the people you want summarized, up to 5 on the standard plan. We switch it on for you; your callers hear a short recording announcement.
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Very good on clear calls. Names and spellings can occasionally be misheard, so the recording and transcript are always one click away.
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What does it cost?
Insight AI is $59.95 per month for up to 5 recorded users, and includes everything in Insight. Larger teams: ask us.
See Insight AI on your own calls
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