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Overview

Once a recorded call is processed, its Moments tab shows how the call went, and its Summary tab lists what to do next. Moments shows three things:
  • Talk ratio: how much each speaker talked.
  • Topics: what the call covered, in order, with how long each ran. The same topics show as a coloured strip under the player.
  • Key moments: questions, objections, pricing, competitor mentions, next steps and comments, plus your own trackers. Filter by kind with the chips at the top.
Click a moment, a topic or a marker on the scrubber and the recording jumps there. With a row selected, Space or Enter plays and pauses.

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Trackers

Trackers flag the moments you care about on every call, on top of the built-in kinds. Add one in Settings → Coaching → Trackers with New tracker. A tracker applies to calls analysed after you save it.

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Next steps

The Summary tab’s Next steps groups what Stella suggests after the call:
  • People and company: a contact for each guest who isn’t in your CRM yet, and their company from their email domain. Approve both and the contact is linked to the company.
  • Your tasks: follow-ups for you or a teammate, with a due date.
  • Waiting on them: what the customer promised to do. Track makes a reminder task, due on the date they named or in three days.
Approve or dismiss each one, or click Approve all to approve them in order. Approved steps stay listed with an Undo.