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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.

    This use case has been combined with Use Case 9: Call Transcription to CRM