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Product detail · Discovery-driven

Analyze eligible calls for the facts the workflow actually needs.

Evaluate eligible calls consistently for specific facts or review conditions defined during discovery.

Product record reviewed August 5, 2026. Source: Andy Lauppe — Owner/Founder; exact workflow review required.

Structured product record

Best fit

  • Customers with a repeatable business question that standard transcripts or summaries do not answer
  • Workflows where eligible recordings should be processed automatically under an approved policy
  • Teams prepared to test outputs, manage exceptions, and retain accountable human review

Selected scope

Configuration before processing

Workflow foundation
  • Discovery and configuration of the specific business question
  • Automated processing of eligible recordings according to the approved policy
  • Representative testing and human-review requirements for the selected use
Optional by configuration
  • Customer-defined extraction or classification for a verified requirement
  • Approved output delivery or downstream workflow under separate configuration
  • Client-decided provider and privacy options based on requirements

Discovery examples · not a feature catalog

Turn a broad idea into a testable question.

These examples show the level of specificity discovery may explore. They do not promise that a selected configuration can answer any example accurately or at all.

Event

Did a defined appointment, cancellation, complaint, or escalation event occur?

Information

Was a specific product, location, provider, service, date, or follow-up commitment discussed?

Review

Does the call appear to meet a customer-defined condition for accountable human review?

Approval-gated sequence

Keep eligibility, processing, review, and action separate.

  1. 01

    Eligible recording

    A separately configured source creates a recording under the customer’s approved notice, consent, purpose, and policy.

  2. 02

    Defined analysis

    The configured workflow processes eligible recordings for the approved question and output.

  3. 03

    Test and review

    Accountable people evaluate representative errors, omissions, exceptions, false positives, and false negatives.

  4. 04

    Permitted use

    A reviewed output may support only the approved workflow. Processing does not itself authorize a decision or downstream action.

Client-decided configuration

Provider and privacy choices follow the requirements.

Provider and privacy configuration are client-decided during discovery. The default access model is Public API models, and OpenAI direct is the default provider. Available alternatives include Novita.AI and AWS Bedrock.

Privacy options are available as needed based on client requirements. That statement does not identify or promise a particular privacy architecture or control.

Review AI data-use boundaries

Related, but separate

Custom analysis is not a bundle of every recording and AI service.

Standard transcription

Transcripts and summaries are a separate product. A custom workflow begins with a specific business question.

Custom call scoring

A repeatable scorecard is a separate product with its own criteria, evidence, testing, and billing structure.

Handling and delivery

Recording movement, destinations, email, webhooks, storage, and integrations require separate configuration and approval.

Before activation

Define evidence, exceptions, and responsibility.

  • Eligible recordings from a separately configured source
  • Customer-approved recording notice, consent, authorization, purpose, and internal policy
  • Defined question, evidence, exceptions, acceptable errors, reviewers, and permitted use
  • Defined provider, processing, destination, privacy, security, retention, deletion, access, and delivery requirements

Verified billing structure

Recurring plus usage as approved.

Recurring plus usage as approved; exact units, rates, minimums, allowances, and other charges require a confirmed configuration and proposal. This page publishes no price, range, tier, minimum, allowance, included volume, processing-time commitment, or service level.

Human-review boundary

People remain responsible for consequential decisions.

Generated classifications, extracted facts, flags, and other outputs may be incomplete or wrong. The approved workflow must define testing, evidence, reviewer access, exceptions, acceptable use, and escalation.

Common questions

Keep each answer tied to the configured question.

Does always-on mean every call is analyzed?

No. It means eligible recordings are processed automatically under the configured policy. Eligibility, source behavior, exceptions, and failures must be defined.

Can the analysis make decisions automatically?

No automatic decision is promised. Outputs may be incomplete or wrong and require human review before consequential use.

Is custom call scoring included?

No. Custom scoring is a separate product based on an approved repeatable scorecard.

Where is data processed and retained?

No universal answer is published. Provider, processing, destination, retention, deletion, training, human-access, security, and contractual details require configuration-specific confirmation.

What does it cost?

The verified structure is recurring plus usage as approved. Exact units, rates, minimums, allowances, and other charges require a confirmed proposal.

Related solution

Start with one business question and the evidence needed to review it.