Bulk Configure Transcripts

Our bulk configuration of Transcripts allows you to set up these Conversation Intelligence features for multiple companies in your account all at once.  You also have the option to set up an automatic configuration for future companies you plan on creating in your account.

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

Learn more about CallRail's Transcripts feature 

Activate Transcripts 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. Click the Account icon in the top left to open the My Account panel, then select Account Settings.

  2. Click Transcripts under Intelligence on the menu to the left. 

  3. Select the companies where you'd like to activate Transcripts by clicking the checkbox to the left of their name.

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

  5. Select Configure

  6. Choose to transcribe all calls or specific calls. 

  7. If you choose to score specific calls, choose the criteria for calls that will be scored by clicking on the drop-down menu underneath the column for that criteria.

    Screen_Shot_2018-12-05_at_9.25.35_AM.png
  8. This configuration will overwrite any existing configurations for each company you've selected. 

Disable Transcripts for Multiple Companies

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

  1. Click the Account icon in the top left to open the My Account panel, then select Account Settings.

  2. Click Transcripts under Intelligence on the menu to the left. 

  3. Select the companies where you'd like to activate Transcripts by clicking the checkbox to the left of their name.

  4. Select Configure

  5. Click Disable to remove these features from your selected companies.