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Zoom Call Review Agent
It reads each recorded client call in Zoom, scores it on your firm's own standard, and sends the consultant a short private review within an hour. Your people get coached after each call, not once a year.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Reads each client callafter the call
- ✓Scores it on your firm's standardper call
- ✓Sends a private review to the consultantwithin an hour
Consultants coached after each call.
Zoom
SlackHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Sees when a client call ends
It reads your Zoom meetings and who joined, and keeps to the calls with clients. Team meetings are left out.
Reads the call
It pulls the cloud recording and the transcript from Zoom, so it knows who said what.
- 3
Scores it on your standard
It scores the call on each part of your firm's standard, like finding the real problem or agreeing on next steps.
- 4
Backs each score with the call
Each score comes with a line from the transcript, so the consultant can see why.
Sends a private review
Within an hour, the consultant gets a short review in a direct message in Slack. Only they see it.
What you get
Each consultant hears how the call went while it is still fresh, not at a yearly review.
Each call is scored the same way, on what your firm says good advice looks like.
Senior people stop sitting through recordings to find out how calls are going.
What this looks like at your business
Calls reviewedEach recorded client call gets scored.
Designed for consulting firmsTime to feedbackA short private review lands with the consultant after the call.
Designed for consulting firmsReasons for each scoreEach score comes with the words from the transcript behind it.
Designed for consulting firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your Zoom Call Review Agent follows your process, your rules and your software, not a template.
Your firm's standard, in your words. Found the real problem, gave clear advice, agreed next steps, or the parts your firm cares about.
All consultants, new hires only, or one practice. Some calls can be left out, like calls a client asked not to record.
Zoom and Slack today. If your calls are in Teams or Google Meet, or reviews should go by email, your version works there.
Short and direct, or warm and detailed. The review sounds the way your firm coaches.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Scores each client call against your firm's standard too, and gives the practice lead a monthly roll-up.
Know how good the advice really is.
See this agent →
Reads the call notes after each call and builds the proposal from your template, so the next step from the call gets written up.
The proposal goes out this week, not next week.
See this agent →
Writes the kickoff plan from the sales call and sets up the project and tasks the same day.
New clients start on time, without anyone chasing.
See this agent →Built for
Book a 15-minute call
Get your version of the Zoom Call Review Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the Zoom Call Review Agent
Is my customers' information safe?
Yes. The agent reads only the client calls it scores, in your own Zoom account. What clients say never goes into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Does it change my Zoom recordings?
No. It reads the recording and the transcript. Your recordings stay where they are.
Who sees the review?
The consultant, in a private message. If your firm wants a lead to see them too, your version sends them there.
Can it follow the way we work?
Yes. Your version scores on your firm's standard and sends reviews the way you want. We set that up with you after the call.
Can I turn it off?
Yes. Turn off its app in your Zoom account and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.