Industry Presets
A collections call and an admissions call are not judged the same way, and fifteen verticals ship knowing the difference. Picking yours changes what the reading looks for. It does not change what comes back, so every call still reads the same way.
Analysis tuned to the floor it runs on
preset 4 of 15Required disclosures, right-party verification, no threats, and any dispute or cease-contact request captured as it was made.
Product figures from the platform’s own defaults - not customer averages
How it works.
A preset is wording, and only wording
Each holds one paragraph covering every dimension: what a summary ought to name, which dispositions are likely, what the numbers should be strict about. Not one of them says a word about what comes back, deliberately.
Five steps settle which one runs
An explicitly chosen preset, then the campaign this call belonged to, then the workspace default, then the older single setting, then the platform base. Whichever resolves first wins and the rest are never consulted.
Your own wording, and you never see ours
A workspace preset is either entirely its own paragraph or built on a platform one, and in that second case the platform wording is resolved on the server and never sent to a browser. Either way your own context is added afterward.
Every edit keeps the wording it replaced
Each analysis is stamped with whichever version was live when it ran, so a rewording stays comparable against the calls that went through the one before it. The versioning covers your own preset. The fifteen seeded ones refuse an edit outright, and resetting one to its seed rewrites the wording with no snapshot behind it.
Two moments in every read.
Every read passes through the same seven. Industry Presets is the lit ones, and everything either side of it is a different page in this category.
- 01Source
the call or the thread it reads
- 02Transcribe
audio into words, with speakers
- 03Read
the pass over the whole of it
- 04Judge
the score, the sentiment, the intent
- 05Extract
the fields and follow-ups pulled out
- 06Write
what lands back on the record
- 07Review
a person checking the machine
The specifics.
8 facts- Catalog
- Fifteen seeded verticals. A platform administrator can add more or deactivate one
- A preset changes
- Domain guidance only. The six output keys and their shapes are fixed in code
- A workspace preset adds
- Its own trigger mode, strong language masking, length floor and call opt-in
- Resolution
- Chosen preset, campaign, workspace default, older single setting, platform base
- Workspace text
- Appended inside a tag and labeled as data, so it cannot rewrite the rules above
- Propagation
- Cached for sixty seconds, with an invalidation message so an edit lands sooner
- Versions
- Append only. Each analysis stamps the version that produced it, or stamps nothing
- Not the same as
- This tunes what is looked for. Which calls enter at all is the gate settings
What it reads, and what reads it.
Nothing here invents its input. These are where the material comes from, and where the verdict goes afterward.
More in Intelligence
12 capabilitiesAI that proposes edits to the record - an insight becomes a field once you accept it.
Nothing on an existing lead moves by itself. What the call gave up arrives as proposed edits, each with the value it would replace and the words it came from.
One to six sentences on the record covering why the call happened and what was agreed, so nobody reading the list has to open the audio to find out.
Finding yesterday's bad calls is a filter, not an afternoon. Positive, neutral or negative on every analyzed call, kept in a field of its own you can sort on.
How the agent sounded, how the customer sounded, one word for the pair. Chosen words rather than a fixed list, so a call can close politely and grudgingly.
What the customer asked for and what your agent promised, kept as two lists, because they are two different obligations and only one of them is yours to keep.
A promise made out loud is worth nothing until it sits on a day. Callbacks and meetings come off the call with the time said, real the moment you accept.
A coaching note never quotes the customer back at a rep who did not say it. Four of six engines return the channel each side was on, one control swaps them.
A thread is read only when somebody on it is one of your leads. No match and nothing is sent anywhere, so mail that is not about a customer is left alone.
A draft or a rewrite that lands in the composer and stops there. The subject is a suggestion, every word editable, and nothing leaves until a person sends it.
The field group you would otherwise build one field at a time. Describe what you track or paste a spreadsheet's columns, then approve or refuse each field.
Type the list you want and it builds the filter and the sort. Then it says in one sentence what it understood: a filter nobody typed has to say what it did.
OpenAI, Azure, Anthropic, Gemini, Bedrock and ten more. When one starts timing out mid-afternoon the work moves down the chain rather than stopping on you.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Intelligence
See industry presets on your own floor.
Thirty minutes, your numbers and your data. We will set industry presets up live and you can decide from the thing itself rather than from this page.
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