Lesson 5

How to review a call with AI coaching

Review a completed call's AI summary, talk-ratio stats, and coaching flags on the Meeting Details page in the Intempt desktop app.

Video comingThe video is being filmed. The steps below are the whole lesson.

In this lesson

  1. 1After the call, open it from the Meetings list and read the Summary tab.
  2. 2On the Transcript tab click Show speakers and read each speaker's talk-time bar.
  3. 3Hover two transcript lines and tag them with the star, thumbs up, thumbs down or sticky-note icon; find them on the Notes tab as Highlight, Positive, Concern or Note.
  4. 4Open the Ask tab, click the Coaching Review chip, edit if needed, and send it.
Read the reference docs for this lesson

Setup checklist

The 18 steps to get help on every call, from installing the desktop app to reviewing a call with AI coaching. Tick them off as you go; your ticks stay in this browser.

Open the setup checklist (PDF)

0 of 18 ticked

You are done when

  • The new meeting sits at the top of the Meetings list with its transcript after you click Stop recording.
  • The call's participant list did not change while Record this device ran: no bot joined.
  • A Coach card appeared on the Coach Blu tab without you asking.
  • Show speakers displays a talk-time bar per speaker on the finished call.
  • The two lines you tagged appear on the Notes tab.
  • The Coaching Review answer refers to this call's transcript and participants.

Your tech stack and tools

The core stack (everything you actually need)

Highly recommended optional upgrades that level up your work

The desktop app is free to start. A 30-minute call costs about 30 AI credits to transcribe and 10 to summarize.