Transcript intelligence allows you to read entire conversations between your team and customers by transcribing your calls.
Bulk configuring Transcript intelligence allows you to set up Transcript intelligence for multiple companies in your account at once. It also allows you to set up an automatic configuration for new companies in your account.
Getting started
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 Transcript intelligence for one company, you can use the instructions in this article instead.
Activate Transcript intelligence for multiple companies
Set up Transcript intelligence in bulk to quickly change settings in multiple companies and apply a configuration for all future companies in your account.
- Select the Settings icon on the left navigation bar.
- Choose the company you'd like to access.
- Select Workflow at the top of the page.
- Choose Transcript intelligence from the Manage header on the left.
- Select the companies where you'd like to activate Transcript intelligence by using the checkbox to the left of their name.
- Choose All Future Companies if you'd like the configuration to automatically apply to any new companies in your account.
- Select Configure.
- Choose to transcribe all calls or specific calls.
- If you choose to score specific calls, choose the criteria for calls that will be scored by using the drop-down menu underneath the column for that criteria.
- This configuration will overwrite any existing configurations for each company you've selected.
Deactivate Transcript intelligence for multiple companies
You can also bulk deactivate Transcript intelligence for multiple companies in your account.
- Select the Settings icon on the left navigation bar.
- Choose the company you'd like to access.
- Select Workflow at the top of the page.
- Choose Transcript intelligence from the Manage header on the left.
- Select the companies where you'd like to deactivate Transcript intelligence by using the checkbox to the left of their name.
- Select Configure.
- Select Deactivate to remove these features from your selected companies.