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DRAFT

WORKFLOW

  1. Sales/Trader is on a call with a customer
  2. AFTER call concluded, user initiates a dictation service and reads in summarized call report.
  3. Dictation service transcribes audio into text and any metadata (such as keyword, key phrase, quote/trade extraction).
  4. Call report transcript sent to a call correction page for user to manually correct any errors, hits “send”
  5. Transcript, summary, and metadata and sent directly to CRM System
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