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Welcome. Import a call transcript to get started — click Import transcript or drop a file here. This box reports progress, warnings, and run status.
Runtime Monitor
Identified Lifecycle Stage
Call Details
Final Score
Templates
Quick Help
About templates
A template saves a reusable scorecard — the Desired State (min) and Weight per skill — for a call type. Select one and click Open template (or double-click) to apply it; Save template stores the current setup; Reset restores the call-type default. Your templates are private to your account.
Actual Observed Performance
What the rep actually did on each skill, scored 0–5 from the transcript.
Desired State (min)
The minimum you expect for each skill (0–5) and its weight. The final score compares Actual against Desired, weighted per skill — meeting or beating the bar lifts the score, falling short lowers it.
For detailed information, see Getting Started.