Define useful criteria
Choose service fit and conversation signals that the team can explain. Keep quality rules distinct from a promise of a future sale.
For Evaluating lead quality
Look beyond the volume to the request.
Combine conversation evidence, quality rules, and saved outcomes when reviewing campaign leads.
- 01SourceCampaign call
- 02ConversationRequest reviewed against criteria
- 03Next stepHuman assessment recorded
One inquiry. Its context stays connected.
Built around your day
Start with the way you work.
More calls can mean more opportunity, more irrelevant inquiries, or simply more repeat contact. Agree on what makes a useful lead, then inspect the conversations behind the report.
Review supporting evidence
Use recordings, transcripts, and analysis quotes to inspect the result. Check uncertain or disputed calls before relying on the label.
Feed the learning into campaign reviews
Compare consistent criteria across sources. Discuss whether the problem was traffic quality, the offer, or the way the call was handled.
The question worth asking
What makes this inquiry useful to the receiving business?
Connect the service request, available evidence, and recorded outcome. A score can help organize the review, but it should not replace understanding the conversation.
Bring these details into the review
01Service fit
02Evidence behind analysis results
03Reviewed outcomes by source
The tools behind the workflow
Bring the right details together.
AI transcript analysis
Check call transcripts automatically, review supporting quotes, and add a human assessment.
Explore featureLead scoring & quality rules
Use conversation rules and scores to help your team review the quality of incoming leads.
Explore featureCall recording
Review recorded calls with their campaign, routing details, and saved outcomes.
Explore featureBefore you start
A few useful details.
Fit the setup to your actual campaigns, receiving team, and follow-up process.
Should the highest-scoring call always get priority?
A score is one signal. Consider the person's request, timing, eligibility, and the team's review before deciding the next action.
Can we use different criteria for different workflows?
Choose the quality rules appropriate to the workflow being reviewed. Keep the criteria clear when comparing reports.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.