Bulk Configure CallScribe and Keyword Spotting

This feature allows you to configure CallScribe and Keyword Spotting for multiple companies in your account at one time and set up an automatic configuration for new companies in your account. 

  • Activate CallScribe & Keyword Spotting for multiple companies 
  • Deactivate CallScribe & Keyword Spotting for multiple companies

Getting Started

Call recording must be enabled on tracking numbers where you'd like to transcribe calls. The accuracy of your transcriptions is dependent upon call quality.

CallScribe is an optional add-on available for $0.025/minute on the Starter plan, and for $0.02/minute on the Pro plan and higher. 

Learn more about CallRail's pricing in this help article.

CallScribe can only transcribe conversations on US and Canadian tracking numbers. 

Learn more about the CallScore feature

Read about the Keyword Spotting feature

Activate CallScribe & Keyword Spotting for Multiple Companies 

Bulk configure CallScore to quickly change settings in multiple companies and apply a configuration for all future companies in your account. 

  1. Select Manage Account at the top right of your account. 

    Screen_Shot_2018-12-05_at_9.11.31_AM.png

  2. Click CallSribe & Keyword Spotting under Intelligence. 

    Screen_Shot_2018-12-05_at_9.14.20_AM.png

  3. Select the companies where you'd like to activate CallScribe & Keyword Spotting. 

    Screen_Shot_2018-11-28_at_4.01.15_PM.png

  4. Choose All Future Companies if you'd like the configuration to automatically apply to any new companies in your account. 

    Screen_Shot_2018-12-05_at_8.53.55_AM.png

  5. Select Configure

    Screen_Shot_2018-12-05_at_8.56.41_AM.png

  6. Choose to transcribe all calls or specific calls. 

    Screen_Shot_2018-12-05_at_9.23.47_AM.png

  7. If you'd like to transcribe specific calls, choose your criteria for calls you'd like to transcribe. For example, calls greater than 15 seconds tagged as new customers. 

    Screen_Shot_2018-12-05_at_9.25.35_AM.png

  8. Select Keyword Spotting criteria to search calls for specific words or phrases and create automated workflows. 

    Screen_Shot_2018-12-05_at_9.27.31_AM.png
    Read more about Keyword Spotting

  9. Select Add when you've created your desired keyword set and automated workflow.

    Screen_Shot_2019-02-05_at_2.58.50_PM.png
  10. When you've created your configuration, select Activate in the summary report. This configuration will overwrite any existing configurations for each company you've selected. 

    Screen_Shot_2018-12-05_at_9.26.20_AM.png

Disable CallScribe & Keyword Spotting for Multiple Companies

You can also bulk disable CallScribe for multiple companies in your account. 

  1. Select Manage Account at the top right of your account. 

    Screen_Shot_2018-12-05_at_9.11.31_AM.png

  2. Click CallSribe & Keyword Spotting under Intelligence. 

    Screen_Shot_2018-12-05_at_9.14.20_AM.png

  3. Select the companies where you'd like to deactivate CallScribe & Keyword Spotting. 

    Screen_Shot_2018-11-28_at_4.01.15_PM.png
  4. Select Configure

    Screen_Shot_2018-12-05_at_8.56.41_AM.png
  5. Click Disable to remove these features from your selected companies.

    Screen_Shot_2018-12-13_at_9.33.14_AM.png

 

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