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QA & compliance dashboard

Achieve Effortless QA at Scale with Compliance Automation Software

Gain unprecedented visibility into the compliance and quality assurance behaviors of your sales agents. Surface key insights at both the call detail and organizational levels.

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Act on Risks and Opportunities with a Closed-Loop Management Process

Automatically monitor and score 100% of engagements within seconds with compliance automation software so you can focus on accelerating performance. Obtain aggregated data at your fingertips and precisely act on your risks and opportunities through a closed loop management process.

100% Automated Compliance Reviews

Gain confidence that the right processes are being followed by automatically tagging key insights, phrases, and required statements for immediate scoring & corrective action. See overall performance, pinpoint risk, play searched call audio while following along with the transcript, and even score the call manually as an ongoing calibration best-practice.

Audit trails created by our compliance automation software document regulatory adherence.

Custom Scorecards

Our “out of the box” scorecards typically cover 85%+ of what our clients are listening for, but our service includes customization so that when live, you can be sure that the scorecards being output for each sale match the questions, scoring methodology, and point values that your team is accustomed to. Our effective compliance automation software provides flexible scoring that matches your quality standards.

Exception Workflows

Mitigate risky sales behaviors and highlight areas that agents need to improve with automated workflows built into our compliance automation software. Calls are automatically scanned and areas of conversation that AI deem poor are routed to a workflow with exception buckets for management review. Some examples that AI finds are calls with missed disclaimers, non-ideal product sales, or calls that are at risk for customer complaints.

Automatic Transcription

Every call is transcribed within seconds with speaker label assignment and PHI redaction for easy call review using compliance automation software.

Performance Alerts
Recognize unusual behavior shifts in customer patterns, altering you to possible issues or untapped opportunities. By spotting these anomalies, you can respond proactively, addressing potential problems or leveraging new opportunities.
Industry Libraries
We house over 400 “intents” that have been fine-tuned over millions of call processing minutes across different industry verticals, resulting in remarkable accuracy out of the box for our clients.
Tableau Integrations
In addition to the Conversely Dashboard, clients have access to their data in Tableau, allowing for additional custom views to go deeper into the data.
Personalized Customer Profiles

Relevant conversational data, such as personal insights, objections, and responses, are automatically aggregated from multi-channel conversations and stored in a customer data layer.

AI evaluated the extracted conversational data can be used to create ongoing and personalized health risk assessments, retention or cross-sell communications, each tailored to the specific needs and opportunities of each customer.

Custom Dashboard
Easily navigate a dashboard that shows trends and metrics as it pertains to QA scores at the overall, team, and agent levels. Further, the dashboard shows analysis of each compliance question and each agent. This allows you to quickly deduce if an uptraining is needed for the whole team in certain areas, or if individual agents needs specific coaching to raise QA scores.
compliance and qa insights
Frequently Asked Questions

You’ve got questions. We’ve got answers.

Compliance & QA automation software uses artificial intelligence and machine learning to automatically monitor customer interactions for regulatory adherence and quality standards. The technology transcribes conversations, identifies compliance checkpoints, scores adherence to requirements, and alerts managers to violations. This automation enables organizations to review 100% of interactions instead of small samples, significantly improving compliance outcomes while reducing manual quality assurance costs.

Compliance automation software improves regulatory compliance by monitoring every customer interaction instead of small samples, catching violations immediately rather than weeks later, providing consistent evaluation without human bias, documenting adherence for audit purposes, and identifying patterns that indicate systematic problems. Organizations using compliance automation software typically see 40-60% reductions in compliance violations within the first six months of implementation.
Healthcare, financial services, insurance, telecommunications, and any regulated industry with significant customer interactions benefit from compliance automation software. Healthcare organizations use it for HIPAA compliance. Financial services monitor for FINRA and SEC regulations. Insurance companies ensure state-specific coverage disclosures. Any organization with complex compliance requirements and high call volumes sees strong ROI from compliance automation software.
Compliance automation software augments rather than replaces human quality assurance teams. The technology handles repetitive monitoring of every interaction, freeing QA professionals to focus on coaching, calibration, process improvement, and complex edge cases requiring human judgment. Most organizations reduce QA team size by 30-50% while actually improving compliance outcomes because technology and humans each do what they do best.
Our QA & Compliance Automation Software has a 95% accuracy score. Accuracy depends on audio quality, accent recognition, industry-specific terminology, and scorecard complexity. Most organizations run parallel manual and automated scoring for the first 30-60 days to calibrate the system. Once calibrated, compliance automation software maintains consistent accuracy that often exceeds human reviewers who experience fatigue and inconsistency.
Typical compliance automation software implementation takes 30-90 days depending on complexity. Most deployments with standard compliance requirements can go live in 2 weeks.
Organizations implementing compliance automation software typically see ROI within 6-12 months through reduced QA staffing costs, lower regulatory fines, decreased customer complaints, improved agent productivity, and faster training effectiveness. Quantifiable benefits include 40-60% reduction in compliance violations, 30-50% lower QA costs, 25-35% faster agent onboarding, and significant reduction in regulatory risk exposure.
Schedule a Conversely AI Demo Today

Click the link below and schedule a time to see how Conversely AI’s compliance automation software can give to the insights into what to do at every step of your sales process.

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