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AtomsAI / Intelligence

Every call. Answerable.

Ask plain-English questions across every call and scorecard, from JustCall or any dialer. Get exact numbers, the evidence behind them, and the coaching that follows.

Built on top of your scorecards. Numbers are computed, never guessed.

Ask Sales QA · Inside Sales Illustrative
Where are Inside Sales reps weakest on discovery calls last quarter?
Template Discovery, all versions Team Inside Sales Dates Jul 1 – Sep 30 412 calls
371 of 412 calls scored. 41 have no score yet. Score them
Computed from scorecards

Next steps is the weakest criterion: met on 58% of calls, down 9 points on last quarter.

Next steps 58%
Budget 71%
Pain discovered 79%
Recorded-line disclosure 96%
AI summary

Reps end calls without a booked follow-up when the buyer mentions budget timing. Seen in 61 of 105 calls 3 examples

Run record saved · same scope, same numbers, every time

Why it matters

Thousands of calls. No clear answers.

Every call is recorded and most are scored. Getting a trustworthy answer across all of them is still hard.

Answers you can't check

AI chat replies in paragraphs, with no scope, no coverage and no link back to the calls.

Scorecards that drift

Templates get copied and tweaked, so last year's Discovery scores can't be compared with this year's.

Compliance on a sample

QA listens to a few calls a week. A missed disclosure on the rest goes unseen.

What it does

Everything your QA team wants to know. Across every call, in seconds.

Ask across every scorecard.

Plain-English questions across reps, teams, templates and dates. Answers come back as tables and charts, not paragraphs.

How did each rep score on discovery calls last quarter?
Rep BudgetPainNext stepsDisclosure
Maile 82% 88% 61% 97%
Tom A. 74% 80% 49% 95%
Sari 69% 77% 52% 99%
Jordan 88% 91% 72% 96%
Computed Every cell opens the calls behind it, with timestamps and quotes.

Shows its working.

Every answer states its scope, its coverage and how it was built.

Scope Discovery · Inside Sales · Q3
Coverage 371 of 412 calls scored
Versions 6 of 7 criteria shared
Run record query, filters, model, time

Keeps scorecards comparable.

Lookalike templates grouped into families with versions.

Discovery
v2026 Active · 7 criteria
v2025 Retired · results kept
6 criteria mapped across versions, so trends stay comparable.

Tests a new scorecard first.

Try a new version on past calls before it goes live.

Business need 94% agree Ready
Decision maker 88% agree Ready
Timeline (new) 71% agree Reword
v2026 tried on 200 past calls before publishing.

Scores every call, from any dialer.

Apply scorecards in bulk to calls that were missed.

JustCallAircallRingCentralFive9Zoom
Scoring 41 unscored calls Discovery v2026 · Inside Sales

Checks compliance on every call.

Pass or fail on each rule, with the transcript line as proof. A reviewer confirms every flag.

Example · lending sales call · checked with PyAI Trace or your own model
PASS Recorded-line disclosure 00:14 “This call is recorded…”
PASS APR stated correctly 03:42 “…an APR of 9.4%…”
FAIL No guarantee of approval 05:10 “You're basically approved”
Sent to a reviewer to confirm. Nothing is acted on automatically.

Reports on a schedule.

Save any answer as a weekly report.

#sales-qa · Monday 8:00

Weekly discovery QA: Next steps up 4 points. Tom A. still lowest on Next steps (49%).

Same query every week · also by email, CSV or API

Coaching with evidence.

One focus per rep, picked from their weakest criterion, with clips from teammates who do it well and from their own calls.

TA
Tom A. Focus for the next 2 weeks: Next steps (49%)
Sari · great close 04:12 Jordan · booked follow-up 11:30 Tom · missed next step 07:45
Draft plan: one role-play, three calls to review, progress checked on the next 20 calls.

Analytics

Scores, meet outcomes. See which calls win deals.

Deals are pulled from your CRM and joined to the calls behind them. So you see which parts of your scorecard actually move revenue, and which deals are missing them right now.

Scorecards vs deals Salesforce · 212 closed deals Illustrative
Deals close more often when reps do these steps on the call % of deals won, by whether the step happened on the call
Economic buyer identified
46% of deals won when the rep did it
21% of deals won when the rep didn't
+25 pts
Next steps agreed
41% of deals won when the rep did it
18% of deals won when the rep didn't
+23 pts
Budget confirmed
38% of deals won when the rep did it
29% of deals won when the rep didn't
+9 pts
Pain discovered
35% of deals won when the rep did it
31% of deals won when the rep didn't
+4 pts
31 open deals haven't named the economic buyer yet · $1.4M See the deals →
  • Deals from your CRM Salesforce, HubSpot or Zoho: stage, amount, close date and outcome.
  • Joined call by call Every scored call is matched to its deal and contact.
  • Which steps win deals Win rate when each step happens on the call, and when it doesn't.
  • Open pipeline at risk Open deals missing the steps that win, with the calls to review.

Patterns are shown with deal counts. They point to where to coach, not proof of cause.

Sources and outputs

From any dialer. To wherever you work.

Built on top of the call platform you already use, including JustCall AI's transcripts and scorecards. Nothing is connected automatically; we connect each source with you during setup.

Sources

  • JustCall Transcripts, AI scores and custom scorecards
  • Other dialers Aircall, RingCentral, Five9 and more
  • Meetings and uploads Zoom calls and recorded files

Outputs

  • Dashboards Quality, coverage and compliance, with pinned answers
  • Scheduled reports Slack, Teams and email
  • Export CSV, API, and back to your CRM

Models

  • PyAI Trace Our own engine for scoring and compliance checks
  • Or your choice of model Run checks with the model your compliance team approves
  • Numbers from the database The model writes the query; it never does the arithmetic

Accuracy

Measured. Not promised.

We don't quote one accuracy number. We measure agreement with your own QA team, one criterion at a time, and publish the table.

Calibration 150 calls hand-scored by your QA team Illustrative
Criterion Agreement Kappa False pass False fail Use
Recorded-line disclosure 98% 0.91 0.8% 1.4% Decision
APR stated correctly 96% 0.88 1.2% 2.0% Decision
Next steps agreed 89% 0.74 4.1% 6.8% Decision
Rapport established 71% 0.42 12% 15% Advisory
Rapport established is below your agreed bar, so it is marked advisory and left out of rep performance reviews.
  • Calibrated on your calls Your QA team hand-scores 100–150 calls per scorecard. We score the same calls and compare.
  • Reported per criterion “Was the APR stated?” is easier than “was rapport built?”. A single blended number would hide that.
  • False passes counted separately A missed disclosure scored as a pass is a compliance risk. It is never averaged away.
  • Re-measured Every quarter, and whenever a model or prompt changes.

Got a question? There's an answer in your calls.

Pick your industry to see the questions teams ask, what Intelligence does across the calls, and the result.

Credit & lending

Disclosures are checked on a sample, and a missed one is a regulatory problem.

  1. Compliance

    Disclosures on every call

    Voice
    Trigger

    “Did every rep state the APR and recorded-line notice this month?”

    Agent

    Checks every call against each rule and cites the transcript line.

    Result

    Misses flagged for review, by rep

  2. Ask

    Why applications stall

    VoiceSMS
    Trigger

    “What do borrowers say before they drop off?”

    Agent

    Groups the reasons across calls, with counts and quotes.

    Result

    Top three reasons, with evidence

Illustrative workflows, configured around your rules and integrations. Contact us

Insurance

Suitability and claims calls need checking, but QA can't listen to them all.

  1. Compliance

    Suitability on sales calls

    Voice
    Trigger

    “Are agents checking needs before recommending a policy?”

    Agent

    Scores every sales call on the suitability steps.

    Result

    Gaps by agent and product

  2. Coaching

    Claims call empathy

    Voice
    Trigger

    “Who handles distressed callers best?”

    Agent

    Finds the strongest calls and builds a playlist.

    Result

    Coaching playlist for new hires

Illustrative workflows, configured around your rules and integrations. Contact us

B2B SaaS

MEDDIC is on the slide deck but not always on the calls.

  1. Ask

    MEDDIC across the pipeline

    VoiceVideo
    Trigger

    “Which open deals have no economic buyer identified?”

    Agent

    Checks every call on each deal against your MEDDIC scorecard.

    Result

    At-risk deals, with the calls behind them

  2. Report

    Win and loss reasons

    VoiceVideo
    Trigger

    “Why did we lose to competitors in Q3?”

    Agent

    Groups loss reasons across calls and shows coverage.

    Result

    Weekly report to sales leadership

Illustrative workflows, configured around your rules and integrations. Contact us

Healthcare

Identity checks and scheduling quality vary by agent and shift.

  1. Compliance

    Identity checks before details

    Voice
    Trigger

    “Did agents verify patients before sharing details?”

    Agent

    Checks every call for the verification step and its order.

    Result

    Misses flagged, with the timestamp

  2. Coaching

    Scheduling call quality

    Voice
    Trigger

    “Which agents book the most first appointments?”

    Agent

    Compares booking rate and call steps by agent.

    Result

    Focus area per agent

Illustrative workflows, configured around your rules and integrations. Contact us

Real estate

Lead calls vary wildly between agents, and no one sees why.

  1. Ask

    Lead-call quality by agent

    Voice
    Trigger

    “Who asks about finance and timeline on first calls?”

    Agent

    Scores first calls on qualification steps.

    Result

    Agent-by-step heatmap

  2. Coaching

    From call to viewing

    Voice
    Trigger

    “What do top agents say to book a viewing?”

    Agent

    Finds the moments that lead to a booked viewing.

    Result

    Playlist of best moments

Illustrative workflows, configured around your rules and integrations. Contact us

Automotive

BDC calls set appointments, but not always with the right information.

  1. Ask

    Appointment-set rate

    Voice
    Trigger

    “Why do some BDC agents set twice as many appointments?”

    Agent

    Compares call steps between top and bottom agents.

    Result

    Three behaviours to coach

  2. Compliance

    Finance talk on calls

    Voice
    Trigger

    “Are agents quoting rates they shouldn't?”

    Agent

    Flags calls with rate or approval promises.

    Result

    Calls sent for review

Illustrative workflows, configured around your rules and integrations. Contact us

Retail & e-commerce

Support calls hold the reasons behind returns, but no one has time to listen.

  1. Ask

    Why products come back

    VoiceChat
    Trigger

    “What are customers saying about running-shoe returns?”

    Agent

    Groups return reasons across calls and chats, with counts.

    Result

    Sizing issue found, with quotes

  2. Report

    Weekly support QA

    VoiceChat
    Trigger

    Every Monday morning.

    Agent

    Runs the same scorecard query on last week's conversations.

    Result

    Report in Slack and email

Illustrative workflows, configured around your rules and integrations. Contact us

Home services

Booking rates differ by CSR, and maintenance plans are rarely offered.

  1. Coaching

    Booking rate by CSR

    Voice
    Trigger

    “Who converts calls to booked jobs, and how?”

    Agent

    Compares booking steps across CSRs.

    Result

    Focus area per CSR

  2. Ask

    Maintenance plan offers

    Voice
    Trigger

    “How often do CSRs offer a maintenance plan?”

    Agent

    Checks every booked call for the offer.

    Result

    Offer rate by CSR, with examples

Illustrative workflows, configured around your rules and integrations. Contact us

Logistics & manufacturing

Escalations repeat, but the pattern is buried in hundreds of calls.

  1. Ask

    Escalation patterns

    VoiceEmail
    Trigger

    “What drives escalations on delayed shipments?”

    Agent

    Groups causes across calls and emails, with counts.

    Result

    Top causes, with evidence

  2. Report

    Account-call quality

    Voice
    Trigger

    Every month, per key account.

    Agent

    Scores account calls on your service standard.

    Result

    Monthly report per account

Illustrative workflows, configured around your rules and integrations. Contact us

Compliance flags go to a reviewer. Nothing is acted on automatically.

Controls and evals

Your data. Your rules.

Controls

  • Role-based access Managers see their teams; compliance sees everything it needs.
  • Redaction Card numbers and personal details masked in transcripts and answers.
  • Retention and deletion Deleting a call removes its scores and derived data too.
  • Run record on every answer Query, filters, model and time, so any result can be reproduced.

Evals

  • Calibration against your QA Agreement, kappa, false passes and false fails, per criterion.
  • Back-test before publishing New scorecard versions are tried on past calls first.
  • Drift checks Re-measured quarterly and on every model change.
  • Advisory below the bar Criteria under your agreed bar are kept out of performance reviews.

Pricing

Custom built. Priced for your requirements.

No fixed tiers. Every Intelligence setup is built around your journeys, channels and systems, so we price it the same way: after we understand what you need.

What shapes the price

  • Call volume and history depth
  • Number of scorecards and criteria
  • Sources: JustCall and other dialers
  • Compliance checks and model choice
  • Reports, dashboards and integrations

Always included

  • Scorecard set-up and version mapping
  • Calibration study with your QA team
  • Dashboards, reports and Ask
  • Quarterly re-measurement
  • Security: SOC 2 Type II, HIPAA, GDPR

Tell us what you need.

Share your journeys, channels and systems. We'll come back with a scope and a price.

Contact us

Bring one question. We'll answer it across every call.

Send us the five questions you'd ask about your calls. We'll show the answer, the scope and the evidence behind it.

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