Complex Tasks#

Similar to document creation, you can combine Omnio’s capabilities to solve complex tasks with a single prompt.

Below is an example of an extensive evaluation of a customer interaction regarding a car insurance claim.

Prompt#
Analyze the audio with the following components:
1. Summary: Summarize the customer interaction, highlighting key concerns.
2. Agent’s evaluation: An evaluation of agent’s performance using the following metrics:
  - Strong introduction
  - Understanding
  - Effort
  - Emotion
  - Effective resolution
  - Strong closing
Each metric should be scored from 0 to 10.

Return performance metrics in JSON format with the following fields:
  - Metric
  - Commentary
  - Score

3. Recommendations: A list of recommendations to improve customer satisfaction.
4. Transcription: Transcribe the audio.

Summary

In this customer interaction, the agent, Patrick, contacts a policyholder regarding a claim filed against their auto policy. The conversation centers around an accident that occurred on the 9th of the month at an intersection involving the policyholder’s vehicle and another car, a Kia. The policyholder provides details about the location and confirms that no other vehicles were involved. The police were involved, and reports were made, but the policyholder lacks the other party’s insurance information. The agent assures the policyholder that they will reach out to the other party once the police report is obtained. The policyholder confirms they can contact the agent using the number provided.

Agent’s Evaluation

[
  {
      "Metric": "Strong introduction",
      "Commentary": "The agent introduced himself clearly and stated the purpose of the call.",
      "Score": 9
  },
  {
      "Metric": "Understanding",
      "Commentary": "The agent demonstrated understanding by asking relevant questions and clarifying details.",
      "Score": 8
  },
  {
      "Metric": "Effort",
      "Commentary": "The agent made a good effort to gather all necessary information.",
      "Score": 8
  },
  {
      "Metric": "Emotion",
      "Commentary": "The agent maintained a professional tone throughout the call.",
      "Score": 7
  },
  {
      "Metric": "Effective resolution",
      "Commentary": "The agent provided a clear plan for obtaining the missing information and reassured the policyholder.",
      "Score": 8
  },
  {
      "Metric": "Strong closing",
      "Commentary": "The agent ensured the policyholder had his contact information for follow-up.",
      "Score": 9
  }
]

Recommendations

Improve Information Gathering: Ensure all necessary information, such as the other party’s insurance details, is collected during the initial call to streamline the process.
Enhance Emotional Connection: While professionalism is key, adding a more empathetic tone could improve customer satisfaction and comfort.
Follow-Up Confirmation: Provide a timeline for when the policyholder can expect further updates to manage expectations effectively.
Clear Communication: Ensure all instructions and information are communicated clearly to avoid any potential misunderstandings.

Transcription

Agent: Yeah. My name is Patrick. I’m giving you a call from AAA and Universal, your car insurance company. I’m giving you a call in reference to a claim that’s been filed against your auto policy, sir, for an accident that happened back on the 9th, so just earlier this week. I need to speak with you about that. Is now a good time?
Policyholder: Yes. Okay, then.
Agent: His English name, sir, that you were traveling on? What was the name of the road?
Policyholder: The name of that. Mary.
Agent: The name of the road that you were on? And sounds like this happened at an intersection. Do you know the name of the road that Woodlawn was crossing?
Policyholder: Yes. My address is 1600 E Woodlawn Road.
Agent: Okay. So you were heading straight, and you said as you were approaching this intersection, the light was.
Policyholder: Little, of the name of the car.
Agent: Okay. So the Kia was facing you. So they were in the traveling in the opposite direction on Woodlawn?
Policyholder: Doing a left turn from her road. Yes. She was doing a left turn, but me, I’m going straight.
Agent: Now, do you know what light she would have had? Would she have also had a yellow light or what?
Policyholder: Yes. And we have the same light because we are on the same road. Same light is yellow for her and for me. Then we.
Agent: That she hit when she turned in front of you?
Policyholder: Yes. I think my vehicle is in front, and she is on the driver’s side.
Agent: Okay. Now, after she turned and hit you, did you or she go off and hit any other vehicles?
Policyholder: No. It’s just the two vehicles. Her vehicle and mine.
Agent: Okay. So there wasn’t a third vehicle at all that was involved?
Policyholder: No. Just the two vehicle are.
Agent: Okay. Now, did the police come out afterwards, sir?
Policyholder: Yes, the police come and they make the reports, and I give them all information about my address and everything.
Agent: Okay. Now, did anybody receive a ticket to your knowledge, sir? Okay. Have you contacted the other insurance company at all?
Policyholder: No, I don’t have the information for her insurance company.
Agent: Okay. Yeah. The police are going to give that, and I don’t have it yet either. When I do get the police report, I’ll reach out to the other party to make sure that a claim is filed with them so that they can contact you. Okay?
Policyholder: Okay. Thank you. Yes.
Agent: All right. Those are all the questions I had for.
Policyholder: Number? Yes, please, I have some informations.
Agent: Sorry. You said what, sir?
Policyholder: Can I call you on this number?
Agent: Yeah. That’s actually what I was about to say. Yep. This number that I called you from is my direct line. So as long as it showed up on your phone, yeah, just give me a call back at that.
Policyholder: Okay. Thank you. Sir.