Scorecards & feedback

A second AI marks every call against the skills your managers already assess, then shows exactly where it turned and what to improve.

Call score

78/100

Completed
Hearing what actually happened22/25
When he needs the money25/25
Honest about the rate14/20
Structuring an answer11/20
Securing the relationship6/10

06:41 “Our rates are the best in the market.” Unsupported claim. Say what you can do instead.

Your rubric, not ours

Bring the skills framework you already use. Each criterion carries its own weight, and every call is marked against it: full marks in green, the weakest third in red.

01

Each criterion, strength and improvement is pinned to the second it happened, so nobody argues about what was said.

Moments that moved the score

01:12

Asked what the money is set aside for

03:40

Acknowledged the forty minutes in the branch

06:41

Unsupported claim: “best rates in the market”

09:15

Implied a rate before checking it

02

Switch the camera on and posture and eye contact are scored beside the words. It is optional, and the image is never stored, only a short note.

Presence · camera optional

On
Eye contactSteady
PostureUpright, open
EnergyCalm, warm

The image is never stored, only a short note.

03

Talk ratio, questions asked and filler words come from the call itself. Anything we did not measure, the report says so.

Measured from the call

YouCustomer

Talk ratio 42 : 58. You let him talk.

14

Questions asked

6

Filler words

Anything we did not measure, the report says so.

04

Over-promises, unauthorised commitments and skipped disclosures are flagged in an integrity check. Some calls are passed by declining the sale.

Integrity check

Stated the deposit insurance limit accurately
Did not disparage the other bank
Hinted at a rate match without authority

Some calls are passed by declining the sale.

05

Every call becomes a clean PDF. Reps see their latest five calls on top, then everything grouped into passed, to improve and failed.

Call report

Deposit retention call

15 min · Banking · Retention

78

Strengths
Improvements
Integrity
Download PDF
The report

A score out of 100 with its grade, every criterion of your rubric marked with the reason and the second it happened, what worked and what to fix next, how you talked, presence on camera, an integrity check, and your manager's coaching note. Open it in the app or download it as a PDF.

Session report

Deposit retention call

Banking · Retention · 15 min · Hindi (Indian)

0/100

Proficient

Where the score came from · graded against your rubric

Hearing what actually happened · 25%

5/5

[01:12]Asked about the branch visit before talking rates, and let him finish the story.

When he needs the money · 25%

5/5

[03:40]Found the March admission fee, which changed the whole recommendation.

Honest about the rate · 20%

3/5

[06:41]Said the gap could not be matched, but softened it with “let me see what I can do”.

Structuring an answer · 20%

3/5

[09:15]The split idea was right; it came out before the numbers were clear to him.

Securing the relationship · 10%

2/5

[13:58]Ended without a clear next step or a date to speak again.

How you talked

You 42%Customer 58%

14

Questions asked

6

Filler words

Body language

Steady eye contact and an open posture. Leaned back when the rate came up; stay forward when the pressure rises.

Camera optional. The image is never stored.

Integrity check

Passed. No guaranteed returns, the deposit insurance limit stated correctly, the other bank not disparaged.

What worked

  • [01:12]Opened with a question about his experience, not the product.
  • [03:40]Asked what the money was for, and when he would need it.
  • [07:05]Explained deposit insurance plainly, without running down the other bank.

What to fix next

  • [06:41]Do not hint at a rate you cannot give. Say what you can do instead.
  • [09:15]Lay out the numbers before the recommendation, so he can follow it.
  • [13:58]Close with a next step and a date, even if he is not ready to decide.

Coaching note from your team leader

Great discovery. Next time, put the numbers on the table before the split, and book the follow-up before you hang up.

Open the transcript at any timestamp

Let them rehearse it first. We will build it around your own calls.