PB-037
Intake Call Scorer
Scores recorded intake calls against your own qualification script and coaches the specialist.
Before you run this
Call recordings contain protected information. Confirm your recording consent posture in every state you take calls from before connecting anything.
The spec — copy this
Set up a new bot for me that runs after each recorded intake call. Walk me through connecting my call recording platform and Slack, then configure it: score every call against my qualification script — did the specialist confirm the injury, the date, the product or defendant, treatment, prior representation, and the statute window — leave timestamped notes where a required question was skipped or the caller gave a disqualifying answer that went unheard, and end with the two highest-value things for that specialist to change on the next call. Roll it up weekly by specialist and by tort campaign so I can see which criteria get missed most. Ask me for my script, my disqualifiers by case type, and how blunt the coaching should be, score ten past calls so I can check it against my own read, then save it.
Paste into an assistant that can connect to your systems.
- Category
- Intake & Lead Response
- Connects to
- Contributed by
- Jacob Malherbe Mass Tort Ad Agency↗
- Approval gate
- A named human approves before anything sends, files, or publishes.
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