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AI call analysis and sales call scoring

AI reviews every sales call. It transcribes the recording, strips out names and phone numbers, scores the rep against your script, and tells you how ready the client is to buy and what to do next.

  • Updated Oct 3, 2026
  • 6 min read

How AI call analysis works

AI call analysis is an automatic review of every call against the criteria of your sales script. Recordings come in from Ukrainian telephony providers Binotel and Ringostat (other phone systems connect via a generic webhook) and AI handles them in three steps.

  1. Transcription. AI transcribes the recording (Russian and Ukrainian). The review shows the conversation line by line, by speaker.
  2. Masking personal data. Names, phone numbers and other personal data are masked before anything is sent to AI.
  3. Scoring. AI scores the call against your script's criteria and sends the review back to the lead card.

AI doesn't make diagnoses, give medical advice or invent facts that were not in the call.

What AI returns for every call

AI fills in the same fields for every call. That makes calls easy to compare with each other and across reps.

FieldWhat it meansWhy it matters
Deal probability0–100Who to call back first
Rep score1–5How well the rep followed the script
TemperatureHot / warm / coldPriority in the pipeline
Call summary2–3 sentencesNo need to listen to the recording
Next stepA concrete action, with a date if one was mentionedThe rep doesn't forget what was agreed
Script stepsA 1–5 score and a comment for each criterionExactly what was missed
Tags"Urgent", "budget not stated", etc.Quick filtering
Red flagRudeness, a complaint, a false promise, the client going to a competitorThe manager steps in right away
Caller and patientThe caller's name, who they are to the patient, the patient's nameA "Call +380…" card gets a real name

AI also fills empty fields on the lead card from the conversation: the questionnaire, description and city. Fields a person filled in by hand are never overwritten. On the lead card, the review shows up as an "AI 85" badge next to the name. In the pipeline, it appears on every card.

Example: what a single call review looks like

Say a man calls a rehab center about his elderly mother after a stroke. The call lasts five minutes. A few minutes after it ends, the review appears on the lead card:

  • summary: mother after a stroke, hospital discharge in a week, asking about cost and conditions;
  • deal probability 70, temperature "warm";
  • steps: clarified the condition — 5, who makes the decision — 2 (didn't ask whether the son decides alone), cost — 4, offered a consultation — 3, next step with a date — 1;
  • next step: call back before discharge and invite him for a tour;
  • tags: "discharge soon", "budget not stated".

The manager sees that the rep did well on the patient's condition but didn't lock in a next step. This is an illustrative scenario, not real client data.

Scoring criteria: how to match them to your script

Scoring criteria are the steps of your script that AI checks in every call, and each company sets its own list. Medical centers get five by default:

  • clarified the patient's condition;
  • found out who makes the decision;
  • stated the price and what it includes;
  • offered a consultation or a tour;
  • agreed on a next step with a date.

An agency would swap them for its own, such as "clarified the task and timeline", "stated the budget", "booked a follow-up call". The scoring criteria are tailored to your script. How to write the script itself is covered in the guide front desk call script.

In Settings you also choose the minimum call length to score (10 to 90 seconds), which calls to score (all of them or only lead calls) and a monthly review limit.

The Calls section: what managers see

The AI call analysis section has four tabs: Overview, By rep, Calls and Settings.

  • Overview — average score, share of great (4–5) and problem (1–2) calls, calls that need attention, missed calls and a comparison with the previous period.
  • By rep — score, number of calls and missed calls for each team member.
  • Weak steps — which script steps the team fails most often.
  • Link to outcome — how the call score relates to how the deal ended.
  • Calls — a list with filters: scored, great, problem, needs attention, missed.

Leadership sees the whole team. A rep sees only their own calls. Permissions are checked on the server.

Who it's for and what it solves

  • Private clinic. The owner finally sees why ads bring calls but few bookings: the front desk doesn't state the price or offer a time slot.
  • Rehab center and care home. Calls with families are long and emotional. AI highlights who makes the decision and what the next step is, and the red flag surfaces complaints.
  • Agency and service company. The head of sales scores every rep's calls by one standard, without random spot-checks.

How AI helps in a CRM beyond calls is covered in the guide AI in CRM: what actually works.

Security: anonymization and encryption

Personal data from the call never reaches AI: names, phone numbers and other personal data are masked before anything is sent. Transcripts and AI scores are stored in the CRM encrypted with AES-256, with a separate data key for each company. More on data protection: roles, 2FA, encryption and audit log.

How to turn on AI call analysis

  1. Connect Binotel, Ringostat or another phone system with a webhook.
  2. Enter your script criteria or keep the defaults.
  3. Set the minimum call length and which calls to score.
  4. After a week, check Weak steps and walk through them with the team.

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FAQ

What clinics ask

How does AI score sales calls?

AI transcribes the recording and scores the call against your script's criteria. It gives a 1–5 score for each step and an overall score.

Are client names and phone numbers sent to the AI?

No. Names, phone numbers and other personal data are masked before anything is sent to AI.

Can I set my own scoring criteria?

Yes, the scoring criteria are tailored to your script.

What languages does transcription support?

Russian and Ukrainian.

Can a rep see colleagues' scores?

No. A rep sees only their own calls, and leadership sees the whole team. Permissions are checked on the server.