Dashboard
Dashboard
Calls list
| Client ↕ | Counselor ↕ | Phone ↕ | Date & time ↓ | Duration ↕ | Status ↕ | Flags / Analysis | Action | |
|---|---|---|---|---|---|---|---|---|
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Review Inbox
Red Flag Review
Counselor Report Card
Student 360
Coaching Hub
Documentation & Servicing
Review call coverage, concerns not resolved during the call, and service quality.
Counselor experience & service outcomes
Performance and risk indicators for the selected team and date range.
| Counselor | Team | Calls | Analysed | Not resolved on call | Escalation suggested | Service 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.
Call synopses
What happened in each analysed service call, with the source call one click away.
Service coverage
Selected periodCalls to review
Saved analysisCall detail & transcript
Conversion Language
Explore how conversations differ by student outcome, then review the calls behind the findings.
Counselor profile
Live Monitor
Real-time call monitoring with waveforms, whisper coaching controls, and live sentiment scoring.
Reports
Auto-transcription
Choose which newly synced CallInsight calls can start paid transcription. Changes are saved for every server restart.
Servicing auto-transcription
Automatically transcribe and analyse every Answered CallInsight call tagged Servicing.
Servicing workflow funnel
Live from the CRM database — students by workflow stage, task completion, and per-counsellor load.
Sales Team (Vartika) — device fleet
| Phone | Model | Business SIM | Method | Connection | Readiness | Call | Talk time | Calls | Recordings | Last seen | Uploads |
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Servicing Team — device fleet
| Phone | Model | Business SIM | Method | Connection | Readiness | Call | Talk time | Calls | Recordings | Last seen | Uploads |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Recorded calls
| Counsellor | Direction | Started | Duration | Status | Feedback | Actions | |
|---|---|---|---|---|---|---|---|
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Task completion
| Task | Pending | Completed | Completion % |
|---|---|---|---|
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Active load by counsellor
| Counsellor | Onboarding | Activation | General Checkin | Total |
|---|---|---|---|---|
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Team Setup
Ask LeadLens
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.