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Workflow
- Sales/Trader is on a call with a customer using Softphone service.
- After call is completed, dictation service transcribes full audio into text and any metadata (such as keyword, key phrase, quote/trade extraction).
- Call report transcript sent to a call correction page for user to manually correct any errors, hits “send”
- User selects 2nd party in their CRM as target for saving.
- Transcript, summary, and metadata and sent directly to CRM System.