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Recorded Calls

Get your summary, next step and analysis pushed to your CRM

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Written by Ale Pintaudi
Updated over a month ago

🎧 Call Recordings, Summary & Analysis

KomboAI helps you analyze every sales or support call automatically, offering instant summaries, quality scoring, insights, and follow-up suggestions — all in one place.

This feature allows managers to monitor performance, reps to learn from each conversation, and teams to build consistent communication standards.


🔹 Step 1: Access Call Recordings

  1. Go to the Review section on the left-hand panel.

  2. You’ll find the Recording History view, which lists all your analyzed calls.

  3. Use the Filters button to narrow results by:

    • Date range

    • Sales rep name

    • Prospect name, company, position, or deal

🧠 Tip: You can also clear filters with one click to return to the full call list.


🔹 Step 2: Open Recording Details

Click on any call from the list to open the Recording Details view.
Here, you’ll see two main tabs:

  • Summary – a concise written recap of the call.

  • Analysis – a detailed evaluation of each part of the conversation.


🔹 Step 3: Summary Overview

At the top of the Overview section, you’ll find a short, AI-generated Recording Summary — the full story of what happened during the call.

This includes:

  • Key participants

  • Purpose of the call

  • Main discussion points

  • Agreed next steps

📘 Example:

“Roberto Rodriguez contacted Gustavo Martínez to request information about the law degree program… Gustavo explained the credit transfer process… Both agreed to maintain contact via WhatsApp to finalize the next steps.”

This section gives a quick snapshot for managers or colleagues without replaying the full call.


🔹 Step 4: Highlights

Below the summary, you’ll find Highlights — specific excerpts marked as relevant moments.

Each highlight shows:

  • Key quotes from the transcript

  • Category (e.g. Relevant Info, Objection, Commitment)

  • Timestamps to jump directly into the recording

💡 Use case: Quickly identify where a customer raised an objection or showed buying intent.


🔹 Step 5: Next Steps

KomboAI automatically generates Next Steps based on the conversation context.
Each step includes:

  • A short action description

  • A Priority Level (Low, Medium, or High)

Example:

  • 🟢 Send the required documentation to Gustavo.

  • 🟢 Review documentation and validate subjects.

  • 🟢 Maintain communication via WhatsApp for follow-ups.

You can adjust priorities manually to keep your workflow organized.


🔹 Step 6: Follow-Up Message

Once the next steps are ready, click the Follow-Up button at the bottom.

KomboAI will generate a ready-to-send message including:

  • Custom subject line

  • Personalized message body

  • A tone selector (e.g. Friendly, Formal, Custom)

📩 Example:

Subject: Ottima conversazione! Ecco i prossimi passi

Ciao Gustavo,
È stato un piacere parlare con te prima! Ho apprezzato molto la nostra conversazione...

Next Steps:

  1. Invia la documentazione richiesta.

  2. Esaminerò i materiali e procederò alla validazione.

  3. Restiamo in contatto su WhatsApp.

You can edit or copy this message to send it via your preferred channel (email, WhatsApp, CRM).


🔹 Step 7: Call Analysis

Switch to the Analysis tab for a deep breakdown of the agent’s performance.

Each section of the call is scored based on your custom evaluation framework — e.g.:

  1. Presentación (Introduction)

  2. Escucha y Explicación (Discovery)

  3. Precios (Pricing)

  4. Cierre (Closing)

  5. Técnica de Ventas (Sales Technique)

Each block includes:

  • AI-based score percentage

  • Explanation of Why this result

  • Reference transcript segment (Where in the transcript?)

  • Suggestions for improvement (How can I improve next time?)

📊 The radar chart at the top provides a visual overview of call performance across all categories — helping reps identify where to improve fastest.


🔹 Step 8: Review Feedback

Under Call Review, you’ll find two AI-generated insights:

  • What went well – strengths and best practices.

  • ⚠️ What can be improved – targeted coaching tips for future calls.

Example:

What went well:
The agent maintained an enthusiastic tone and built strong rapport.

What can be improved:
The agent should gather basic information before the call to personalize the advice.

This section can be shared with your team for coaching or feedback sessions.


🛠️ Troubleshooting

Issue

Solution

Recording not showing up

Check that the KomboAI recording extension is active and permissions are granted.

Missing transcript

Refresh the page after a few minutes; processing might still be ongoing.

Call score missing

Verify that the selected language model matches the recording language.

Follow-Up not generating

Ensure key details (names, next steps) are visible in the transcript.

Filters not working

Clear all filters and reselect your desired parameters.

Need help? 💬
Contact [email protected] — our team will review your setup and help restore your analytics.

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