ManualTrigger Automate

Target Audience

• Sales Teams: Professionals looking to analyze sales calls for performance improvement and upselling opportunities.
• Customer Support Representatives: Individuals needing to evaluate and enhance customer interactions.
• Business Analysts: Analysts focused on extracting insights from customer engagement data.
• Marketing Teams: Marketers aiming to refine communication strategies based on call analysis.
• Developers: Technical users interested in integrating transcription and analysis capabilities into their applications.

Problem Solved

This workflow addresses the challenge of ineffective analysis of sales calls, which often leads to missed opportunities for improvement. By automating the transcription and analysis process, it provides structured insights on client interactions, helping teams to:

• Identify client intent and needs.
• Gauge interest levels through scoring.
• Highlight upselling opportunities.
• Offer constructive feedback for agents.
• Streamline follow-up actions to enhance conversion rates.

Workflow Steps

1. Trigger: The workflow starts when the user clicks ‘Test workflow’, initiating the process.
2. Set Audio Link: A direct link to the audio file is established for transcription.
3. Transcribe Audio: Using AssemblyAI, the audio file is transcribed, enabling speaker diarization (identifying different speakers).
4. Webhook Setup: A webhook is configured to receive the transcription results from AssemblyAI.
5. Evaluate Transcription: The workflow checks if the transcription status is 'completed'. If so, it retrieves the transcription data.
6. Analyze with OpenAI: The transcription is sent to OpenAI for analysis, focusing on sales performance metrics, including client intent and upsell opportunities.
7. Store Results: The analysis results are saved in Supabase for future reference and reporting.