Bulk Activate Transcripts

As part of CallRail's suite of Conversation Intelligence features, Transcripts allows you to read entire conversations between your team and customers by transcribing your calls. 

Bulk configuring Transcripts allows you to set up Transcripts for multiple companies in your account at one time. It also allows you to set up an automatic configuration for new companies in your account. 

Getting Started

This feature is included in the Conversation Intelligence plan. Use our help article to see or change your pricing.

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.

If you'd like to set up Transcripts for one company, you can use the instructions in this article instead.

Activate Transcripts for Multiple Companies 

Set up Transcripts in bulk to quickly change settings in multiple companies and apply a configuration for all future companies in your account. 

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company you'd like to access.

  3. Click Workflow at the top of the page.

  4. Choose Transcripts from the Manage header on the left. 

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

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

  7. Select Configure

  8. Choose to transcribe all calls or specific calls. 

  9. 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
  10. 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 Settings icon on the left navigation bar.

  2. Choose the company you'd like to access.

  3. Click Workflow at the top of the page.

  4. Choose Transcripts from the Manage header on the left.

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

  6. Select Configure

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

 

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