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This guide explains how to navigate and use Sales Intelligence tool in x-bees to gain insights from calls and conferences. Created: April 2024 x-bees documentation: link Permalink: https://wildix.atlassian.net/wiki/x/uxTOAQ |
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Sales Intelligence is a powerful tool specifically created for sales managers and professionals. It offers a comprehensive view of customer interactions, empowering sales teams to analyze and extract valuable insights from their meetings. With Sales Intelligence, you can gain a deeper understanding of sales interactions, identify areas for improvement, leading to higher customer satisfaction and increased sales.
Requirements
- Starting from WMS 6.06
- x-bees SuperBee license
- ACL rules "Can see analytics" and "Can see call recordings"
- Calls and conferences being recorded and transcribed; to enable call transcription, set TRANSCRIBE_RECORDED_CALLS=yes parameter in Dialplan Settings
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- Listen to the call (audio)/ watch the conference (video) recording or switch to the transcription view, which includes sentiments (user emotions: positive, neutral, negative, or mixed). You can change the audio/ video speed to listen at a faster or slower pace
- Listen to the dialogue of each participant in the audio or video recording
- Under the call/ conference section, view the percentage of the agent's or client's talking, as well as the talking speed (number of words per minute). Interruptions are moments during the call when participants were talking at the same time
- Download the recording or transcription for offline access and share its link with specific participants who have access to Sales Intelligence
Highlights
The Highlights section provides valuable information and insights about the call/ conference. It includes a summary of the conversation, key points, next steps and more. By reviewing the Highlights section, you can quickly grasp the key information from the call or conference.
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- To start a discussion, click Open chat. When you write a comment, a dedicated conversation named "Comments | Call/ conference title" is created with all agents (internal users) involved in the call/ conference. You can refer to a specific part of the call/ conference to provide targeted feedback for coaching purposes. Adjust the timeline to select the preferred part of the recording and start writing your message. Your comment will include a reference to the specified timeframe
- To leave a personal feedback, select a participant from the list. This allows you to provide individual opinions that may not be relevant to the entire group
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