Use Case 12: Voice Call, Transcription into CRM

DRAFT

Workflow

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