Recording Your First Conversation

Real-time QA enables agents to record and analyze conversations in real-time, providing immediate insights and automate wrap-up notes. 

In this article, we'll cover:

1. Prerequisites
2. Starting a Call Recording
3. Accessing and Using the Real-time Transcription
4. Copying the Conversation Summary to a CRM

1. Prerequisites

Feature Access:

Real-time QA is currently in early access. To enable this feature, please contact your Account Manager.

Permissions:

Users must have the Access Real-time QA permission enabled by an administrator via Roles & Permissions*

Once enabled, a new Real-time QA option will appear under the Conversations menu.

2. Starting a Call Recording

To begin recording a call using Real-time QA, follow these steps:

1. Navigate to the Conversations tab and select Real-time QA.

2. A new pop-out window will open in your browser. For first-time use, you must grant screen-sharing permissions.

FOR WINDOWS USERS - Select the share screen option, and ensure the "share audio" option is enabled too. 

FOR MAC USERS - Select the browser tab containing your telephony platform (e.g., RingCentral, Microsoft Teams, Zoom) and enable the Share Audio option.

Once shared, it will look like this: 

Click the green Start Call button to begin recording.

3. Accessing and Using the Real-time Transcription

Once a call has started, Real-time QA will generate a live transcription. You can view and interact with the transcript in the pop-out window.

Once you have finished the conversation, click the END CALL button to stop the recording.

Once the recording has ended, a conversation summary is generated by our large language model, and the transcription is automatically saved and imported into evaluagent for post-interaction analysis. 

Please note:  A summary can take between 10-15 seconds to generate, depending on the length of the conversation.

4. Copying the Conversation Summary to a CRM

After the call ends, our large language model will automatically create a summary of the conversation. Agents can copy a summarized version of the conversation to your system of record/CRM.

To copy the summary:

1. Ensure you are on the "Summary Tab"
2. Click on the Copy Summary button in the Real-time QA window. This will copy the summary to your clipboard.

1. Navigate to the relevant CRM (e.g., Salesforce, HubSpot, Zendesk).
2. Paste the summary into the appropriate notes or call log section.
3. Once saved, the summary will be available within the CRM for future reference.

Frequently Asked Questions (FAQs)

Can I use Real-time QA on any browser?

We recommend using Google Chrome or Microsoft Edge for the best experience.

How do I troubleshoot if transcription is not working?

Ensure you have granted the necessary microphone and screen-sharing permissions. Refresh the browser and try again. If you still have issues, please raise a ticket with our support team.