Recorded calls stay with the customer
Inbound and outbound calls can be tied back to the lead record, so voice conversations live beside texts, notes, appointments, and AI activity.
Call Tracking
Make every customer call visible, reviewable, and measurable.
TECOBI connects phone activity to the customer record so managers can see who was called, what happened, how the conversation went, and which calls need follow-up, coaching, or deeper review.
Every call Recorded and searchable
AI context Summary, sentiment, keywords
Team reporting Calls, talk time, outcomes
Call Intelligence
Customer Jordan Miles Inbound call · 04:12
Customer asked about timing, payment range, and next available appointment. Positive sentiment detected. Follow-up should confirm availability and appointment details.
Positive Appointment request Payment question Needs follow-up
Why it matters
Phone calls still carry critical customer intent, but most CRMs treat them like simple activity counts.
A call log can prove that a call happened. It does not explain whether the customer was engaged, frustrated, ready for an appointment, asking for a manager, or waiting on a specific next step. TECOBI turns calls into operational intelligence.
AI turns audio into usable context
Call records support summaries, transcription text, categories, keywords, emotions, improvement notes, ratings, and appointment signals.
Managers can filter what matters
Teams can search and filter calls by user, direction, lead source, date range, duration, category, emotion, score, and call status.
Calls become coaching material
Recordings, call score queues, scorecards, and sentiment patterns make coaching more specific than reviewing activity counts alone.
Team call reports
See call volume, quality signals, and outcomes in the same operating view.
TECOBI reporting goes beyond counting dials. Managers can compare call activity by user, review live conversations, measure talk time, inspect inbound transfers, and connect call behavior to appointment and opportunity outcomes.
Activity
- Total outbound calls
- Unique outbound customers
- Inbound calls
- Live conversations
- Average talk time
Outcomes
- Appointment requests
- Firm appointments
- Soft appointments
- Sales opportunities claimed
Quality
- Call sentiment summary
- Negative, positive, and neutral call mix
- Recording playback
- Summary and score review
Operating workflow
Calls become part of the customer lifecycle instead of a separate phone report.
The value is not just recording calls. The value is putting call context back into the same system that manages conversations, AI handoffs, appointments, team queues, and performance reporting.
01
Start or receive the call
Click-to-call and inbound call handling keep the call connected to the customer record instead of creating a disconnected phone event.
02
Capture the conversation
Audio, duration, direction, user, source, customer, and call status are stored so the team can review what happened later.
03
Analyze the call
AI-generated summaries, transcripts, emotions, categories, keywords, scores, and improvement notes help managers understand call quality at scale.
04
Route the next action
Appointment requests, needs-call moments, do-not-contact signals, and customer context feed the broader TECOBI operating workflow.
05
Report by person and outcome
Managers can compare users by outbound calls, unique customers reached, inbound transfers, talk time, live conversations, and appointment outcomes.
06
Coach with evidence
Instead of asking whether calls were made, leaders can review the actual conversation, sentiment, outcome signals, and next-step quality.
Coaching and QA
Give managers the call evidence they need to coach the right behavior.
TECOBI helps leaders review actual conversations, not just activity totals. Calls can be filtered, listened to, summarized, scored, and reviewed for customer emotion and next-step quality.
Listen to call recordingsReview AI summariesInspect transcriptsFilter negative or positive sentimentFind keyword patternsReview call categoriesUse call scorecardsMonitor live conversationsListen, whisper, or barge when enabled
Connected platform
Voice works best when it is connected to text-first engagement and AI routing.
TECOBI does not treat calls as a standalone module. Phone activity informs the broader customer record and helps AI, managers, and reps understand what should happen next.
01 SMS and Call Queues
Needs-call moments become visible work so reps know which customer requires a voice follow-up.
02 Response Bot
Inbound AI can identify situations that should be routed to a person for a call instead of sending another automated reply.
03 Auto Bots®
Automated follow-up can continue nurturing customers while calls, appointments, and human handoffs update the customer story.
Call tracking walkthrough
See how TECOBI connects calls, SMS, AI follow-up, and team reporting.
We will show how tracked calls appear in the customer record, how managers review call quality, and how call outcomes feed the broader TECOBI operating layer.