Transcription Listing Filters Follow

To efficiently find and listen to specific call transcriptions based on your needs, you can use the various filters available in the Transcription Listing screen in Salesmate.

Follow the steps below to access and apply the filters:

• Navigate to the Sidebar and select Call Transcriptions.
• On the Transcription Listing page, you will see the default view with available transcriptions.
• Click on the ‘Filters’ option at the page's top-right.
• A popup window will appear from the right side, allowing you to choose from various filters to refine your transcription search.

Once you've navigated to the Filters section, you can apply various filters to locate the specific call transcriptions you need.

Default Quick Filters

By default, the following quick filters are available for easy access:

Owner

• Filter by the owner of the call activity
• Only transcriptions linked to that specific owner will be displayed when you select a call owner.

Date

• Filter transcriptions based on the activity start date within a selected date range.
• Only transcriptions that fall within the chosen date range will be displayed.

Call Duration

• Filter by the duration of the call, which is shown in both minutes and hours.
• This allows you to filter based on call length, whether short or long conversation.

Additional Filters in the “Call Transcription” Module

In addition to the default quick filters, the following advanced filters are available:

Call Type

• Filter by Inbound or Outbound call types.
• Inbound refers to calls received, while Outbound refers to calls made.

Call Participants

• Filter by specific call participants.
• This is a single-select field where you can apply conditions like equals to or not equals to.

Deal Close Date

• Filter by the close date of the associated deal when the activity is marked as completed.

Communication (Internal or External)

• Filter by whether the call was internal (between users) or external (between a user and a customer).
• You can select Internal, External, or Any

Longest Customer Story (minutes)

• Filter transcriptions based on the duration of the longest customer story shared during the call.
• This field accepts numeric values in minutes.

Longest User Monologue (minutes)

• Filter based on the duration of the longest monologue by the team member during the call.
• This field also accepts numeric values in minutes.

Platform

• Filter by the platform on which the call occurred (e.g., Salesmate, Zoom, Google Meet, Microsoft Teams, RingCentral, Dialpad, Telephony).
• This is a single-select field.

Tags

• Filter by tags associated with the activity when transcription is done.

Talk Ratio

• Filter by the percentage of the call in which team members spoke.
• This field accepts numeric values in percentage format.

Talk-to-Listen Ratio

• Filter by the average ratio of talk time to listen time during the call.
• This field helps assess whether team members are talking too much or listening effectively during customer calls.
• The value is shown in percentage format.

Tracker

• Filter transcriptions that contain specific trackers or keywords.
• This multi-select field allows you to choose multiple trackers or keywords.

Creating and Saving Custom Views

• You can create a custom view by selecting your preferred filters and saving the view for easy access later.
• Save View functionality allows you to store your preferred filter configurations, ensuring you can quickly access transcriptions that meet specific criteria.
• View access settings work the same as in other modules, allowing you to control who has access to your saved views.