Transcript
Summary
Ask this call
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Models
QA rubric
Transcribe an audio file to see the result here.
Setup
Whether this instance is configured to do what you think it does. Checked at startup too, so the log carries the same list.
People
Give each reviewer their own account. Disabling one cuts its live session immediately; accounts are never deleted, so the audit trail keeps resolving to a person.
Licence
What this instance is entitled to, and how much of it is in use. Seats count enabled accounts — a disabled one keeps the audit trail resolving to a person without occupying a seat.
API keys
For the machine interface — the telephony webhook and
/api/v1. A key is shown once, when it is created; only its hash is
stored, so it cannot be recovered afterwards. Revoke and issue a new one instead.
Copy this now — it is not shown again.
Account context (CRM)
The account data behind the funding signals — balance, deposits,
open positions. Push it live from your CRM to POST /api/v1/crm/contacts, or
import a CSV export here. Recognised columns: id, name, phone, email, currency, balance,
lifetime deposits, last deposit, owner agent, positions, as-of. One id column is required.
Scheduled digest
A daily email — a desk digest (hot leads, no-callbacks, withdrawals)
and a compliance digest (flagged and critical-phrase calls). Sends automatically on a
schedule via Resend; set RESEND_API_KEY, MAIL_FROM and
DIGEST_TO. Preview or send one now:
Compliance watchlist
Phrases flagged on every call, deterministically — no AI, so a hit is a fact you can put in front of an auditor. Add your own (a competitor's name, a product line) to track those too. Editing switches this instance to your list; reset restores the default.
Monitoring pack
One document for a period: how many calls, how many were assessed and reviewed, by whom, every critical failure with its evidence, how often a reviewer overruled the model, the rubric in force, and what this instance actually does with the data. Print to PDF for a committee pack.
Audit trail
Every change to a call, who made it and when. Failed sign-ins and refused actions are recorded too. A request the client abandoned mid-flight shows as status 499.