Access control
Users and role permissions
| User | Role | Coach mapping | Status | Pages | Actions |
|---|
0% conversion rate
Eligible for AI analysis
Cannot be analyzed
AI processing complete
Ready to analyze
Lead queue
Sales intelligence table
Coach queue
All coach cases
Audit summary
Call conversion profile
High-signal fields generated from the transcript audit.
Audit engine
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Structured form
Metric scorecard
Follow-up management
Task, disposition, and history
Track every follow-up interaction and next callback commitment.
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Role inference
Speaker segmentation
Blockers
Decision friction
Evidence
Field support
Transcript
Full call transcript
Complete active transcript uploaded for this lead.
Version history
Transcript uploads
Step 1
OpenAI connection
OpenAI endpoint is handled automatically.
The app uses the official OpenAI API endpoint by default, so only the API key is required here.
Step 2
Audit model strategy
Step 3
Audit execution mode
Batch API is selected by default.
Normal audits will be submitted to OpenAI Batch API using the selected model. Choose Direct API only for urgent, small-volume audits.
Training AI flow
Golden data, calibration, silver training, and fine-tune activation
Checking status
Use this flow in order.
Create the latest dataset, calibrate scoring, generate the silver train/eval set, start fine-tuning, then activate the completed model for future audits only. Your LLM Settings audit model is separate from the fine-tune base model because not every audit model supports fine-tuning.
Current audit model
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1
Dataset
Create / update golden dataset
Pulls new audited Mongo rows into the versioned dataset without rewriting existing lead scores.
2
Calibration
Calibrate AI scoring
Updates probability, band thresholds, and call-score calibration for future audits.
3
Training set
Generate silver train/eval set
Builds de-identified examples from the latest dataset and tags them with the selected audit and fine-tune models.
4
Fine-tune
Start fine-tune job
Uploads train/eval files and starts the OpenAI fine-tuning job using the supported fine-tune base selected above.
5
Activation
Refresh and activate
Refresh job status while training runs, then activate the fine-tuned model for future audits.
No golden dataset has been generated yet.
Silver training has not been prepared yet.
Account security
Change password
Update your password anytime. Temporary passwords must be changed before using the app.
Step 1
SMTP connection
Gmail-only configuration is enabled here.
Use your Gmail address and an app password. This same setup will later be used for automated dashboard emails with embedded snapshots, PDF attachments, and Excel reports.
Step 2
Sender identity
Test before we automate anything.
Send a simple email first so we know the credentials, sender identity, and SMTP security mode are working correctly.
Step 3
Send HeatMap dashboard email
Embedded dashboard email.
The email body is generated from the latest HeatMap data at send time, with AI insights on the right. It also attaches the latest complete lead report Excel and a HeatMap dashboard PDF.
Step 1
Download and mark template
Use this for bad uploaded rows only.
Download the template, mark Cleanup Action as DELETE for rows to remove, then upload it back for preview.
Step 2
Confirm deletion
Permanent delete with cleanup history.
The app saves a Mongo cleanup snapshot before deleting matched leads and linked audit, transcript, outcome, and follow-up records.
Preview
Rows that will be deleted
| Row | Status | Lead | Phone | DC Date | Lead ID / Reason | Linked records |
|---|---|---|---|---|---|---|
| No cleanup preview yet. | ||||||
History
Cleanup log
| Date & time | Admin | Deleted | Reason |
|---|---|---|---|
| No cleanup history yet. | |||
OpenAI Batch
Batch job history
Last-persisted state from MongoDB. In-progress jobs are refreshed by the 15-minute sync and the live status panel; "Last checked" shows when each job was last polled.
| Status | Batch ID | Model | Submitted | Completed | Pending | Failed | Progress | Synced | Created | Last checked |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||||
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