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Calls list

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Client ↕ Counselor ↕ Phone ↕ Date & time ↓ Duration ↕ Status ↕ Flags / AnalysisAction
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Review Inbox

Red Flag Review

Counselor Report Card

Student 360

Coaching Hub

Post-admission

Documentation & Servicing

Review call coverage, concerns not resolved during the call, and service quality.

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Counselor experience & service outcomes

Performance and risk indicators for the selected team and date range.

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CounselorTeamCallsAnalysedNot resolved on callEscalation suggestedService score
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Concerns not resolved on the call

Grouped from saved service analyses. Select a type to read the exact calls; this is not a live case-status list.

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Call synopses

What happened in each analysed service call, with the source call one click away.

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Service coverage

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Calls to review

Saved analysis

Call detail & transcript

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Call summary

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Call score
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AI conversion estimate
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AI follow-up estimate
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Student concerns addressed
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Escalation risk
Talk time
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Counselor
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Client
AI insights
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Escalation risk—
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AI quality rating—
AI follow-up estimate—
Summary—
Key topics
Sales conversation insights

Conversion Language

Explore how conversations differ by student outcome, then review the calls behind the findings.

LMS-linked research
Outcome and admission research
Historical LMS-linked call analysis with clear sample definitions
Saved research
Analysing transcript language…

Counselor profile

VK
Vishwajeet Kumar
Senior Counselor · Joined Jan 2024
Top performer BBA specialist
9.1
overall score
312
Total calls
34%
Conversion
8
Red flags / wk
Communication
92%Target 80%
Objection handling
71%Target 85%
Product knowledge
95%Target 85%
Follow-up compliance
79%Target 90%
Red flags this week — needs coaching
Fee objection dismissed (Riya Sharma)
Said "don't worry about it" instead of presenting EMI / scholarship data. Recurring pattern — 3rd time this week.
Uncertain fee data (Riya Sharma)
Didn't know hostel fee — directed to website. Product knowledge gap on fees needs addressing.
4 active calls

Live Monitor

Real-time call monitoring with waveforms, whisper coaching controls, and live sentiment scoring.

Reports

Total calls
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Connected
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Connect %
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Total talk time
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Avg AI score
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Red / Green flags
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Automation controls

Auto-transcription

Choose which newly synced CallInsight calls can start paid transcription. Changes are saved for every server restart.

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Enable Sales automatic transcriptionMaster switch for normal CallInsight counsellor calls.
Manual Analyse remains available even when this is off.
CallInsight automation

Servicing auto-transcription

Automatically transcribe and analyse every Answered CallInsight call tagged Servicing.

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Enable Servicing automatic transcriptionOnly calls assigned to the Servicing team are eligible.
Every Answered Servicing call is processed. Missed calls are skipped; no quota or minimum-duration filter is used.
Post-admission servicing

Servicing workflow funnel

Live from the CRM database — students by workflow stage, task completion, and per-counsellor load.

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Sales Team (Vartika) — device fleet

PhoneModelBusiness SIMMethodConnection ReadinessCallTalk timeCallsRecordings Last seenUploads
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Servicing Team — device fleet

PhoneModelBusiness SIMMethodConnection ReadinessCallTalk timeCallsRecordings Last seenUploads
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Recorded calls

CounsellorDirectionStartedDurationStatusFeedbackActions
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Task completion

TaskPendingCompletedCompletion %
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Active load by counsellor

CounsellorOnboardingActivationGeneral CheckinTotal
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Team Setup

Team Setup
Manage counselor teams and SIM assignments for the current workspace
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Ask LeadLens

CALL INTELLIGENCE WORKSPACE
Ask LeadLens
Explore evidence from recent analysed calls for the counselors you select.
Saved call evidence
Select Counselors
Select counselors and click Load evidence to begin.

Ask about the calls behind the numbers

Select counselors on the left, then load their recent analysed calls. Ask about recorded patterns, specific moments, and coaching opportunities.

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Student FAQs

Call Topics

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