Call write-ups

Call written up. You approve what reaches your CRM.

RecruitCoach drafts a candidate profile, conversation summary, action items, references, and skills inventory. Tick, edit, or skip fields, then approve. The write-up and coaching come from one graded call.

Screen ReviewMarcus Reyes · TIG welder · Recruiter: Jordan Lee
Transcript excerpt

Jordan Lee“What would you need to move?”

Marcus Reyes“I make $22 an hour now. I need $26 an hour to move.”

Jordan Lee“Which shift works for you?”

Marcus Reyes“I prefer second shift.”

Proposed fields
Conflict
CRM now $22/hour
Proposed $26/hour
From the call “I make $22 an hour now. I need $26 an hour to move.”
Fill
CRM now Empty
Proposed Second shift
From the call “I prefer second shift.”
CRM now Empty
Proposed unknown No supporting quote
2 fields will be written Minimum pay · Shift
View in CRM
Marcus Reyes on the Screen Review desk: shift is a Fill, minimum pay is a Conflict. Example data
Extraction

A value the call never established is marked unknown.

About 20 fields. Where one line of the call states a value, the verbatim quote is kept with it. A quote may not be borrowed from a neighboring field. Nothing is inferred from job title or industry. Pay is captured as clean numbers.

Field receiptsMarcus Reyes · Screen Review
Fill
CRM now Empty
Proposed Second shift
From the call “I prefer second shift.”
CRM now Empty
Proposed unknown No supporting quote
Marcus Reyes: second shift, backed by his own words. Current employer marked unknown. Example data
Pay rules

Makes 22 now, needs 26: minimum 26.

A single figure is taken as the minimum, bonuses and per diem are not counted as the rate, current pay is kept separate from the minimum, and implausible figures are rejected.

Pay detailsMarcus Reyes · Screen Review
Marcus Reyes “I make $22 an hour now. I need $26 an hour to move.”
“Per diem would be separate.”
Current pay $22/hourContext only
Minimum pay $26/hourProposed writable value
Per diem SeparateSeparate from hourly rate
Marcus Reyes makes 22 now and needs 26. The minimum is 26, never 22. A per diem is not the rate. Example data
Approval

Review the write-up. Approve field by field.

Each proposed value sits beside what your CRM holds now, labeled Fill or Conflict. You tick, edit, or skip, then approve. Only selected, non-empty values are sent.

Approval statesMarcus Reyes · Screen Review
Ready to review
2 fields will be written Minimum pay · Shift
Update CRMRejectView in CRM
Example partial-save report Only partly saved to CRM

Marcus Reyes was updated, but the parts below did not all save. This record is not fully done.

  • Minimum pay — Saved Written to the candidate record
  • Shift — Not saved CRM changed after this review opened
  • Screen activity — Saved Activity written successfully
  • Transcript — Saved Activity written successfully
  • Check References activity — Not saved Activity could not be written
Finish saveSee what was saved
Approve bar on Marcus Reyes: ticked fields, then a partial-save report. Example data
Coaching

See which discovery topics you covered.

Coverage of 13 named discovery topics, with up to 3 missed topics named. Notes per area: goals, trade skill, motivation, logistics, delivery. Four weighted scores plus an unweighted delivery score. Pay counts only when the candidate stated their own number.

Recruiter coachingJordan Lee · Screen with Marcus Reyes
Coaching areas 10 of 13 topics covered
Goals & interests 7/10 Weighted area
Trade skill 8/10 Weighted area
Motivation & fit 6/10 Weighted area
Logistics 9/10 Weighted area
Delivery 6/10 Not weighted
Relative weight units Goals 40 · Trade skill 25 · Motivation 20 · Logistics 15
Discovery topics 3 worth covering next time
Current location— Missed
Transportation— Missed
Work history / past reasons for leaving— Missed
Notes by area
  • Goals & interestsAsk where he wants his welding career to go next, as an open question.
  • Trade skillGood detail on TIG work. Keep drawing out the specifics.
  • Motivation & fitAsk what is making him consider a move, rather than assuming it is pay.
  • LogisticsShift and minimum pay were both stated in his own words.
  • DeliveryA couple of leading questions. Rewrite them as open ones next time.
All 13 discovery topics

10 covered · 3 missed: Current location, Transportation, Work history / past reasons for leaving

Jordan Lee’s scorecard on Marcus Reyes: 13 discovery topics, 4 weighted scores (goals 40, trade skill 25, motivation 20, logistics 15), and an unweighted delivery score. Example data
Companies discussed

Did you ask if they already applied?

Every company pitched is recorded with whether the prior-application check was asked and the proving quote. That record appears on the screen, in the Screen note written to your CRM, and in the coaching email.

Companies discussedMarcus Reyes · Screen Review
Northgate FabricationAsked · Never applied
Jordan Lee“Have you applied to Northgate Fabrication before?” Marcus Reyes“No, I haven’t.”
Ridgeline MetalworksNot asked

No prior-application check recorded

Shows whether the question was asked on this call.

Northgate Fabrication: asked, Marcus said no. Ridgeline Metalworks: not asked. Example data
Spend

Today, this month, and the average.

Transcription is metered in dollars from audio length and each AI call from its real token counts. Today, this month, and the average per screen are shown live. A kill switch and a monthly cap halt new paid work.

AI spendScreen pipeline
TodayExample amounts omitted
This monthExample amounts omitted
Average per screenExample amounts omitted
Monthly capExample value omitted
Kill switch: Off Paid work allowed

The kill switch stops new paid calls, and the cap halts new paid work. Work already in progress may still finish. Slack warns at 75, 90, and 100 percent of the cap.

Spend meter: today, this month, average per screen, monthly cap, kill switch. Example data
The path

Pickup, write-up, you approve.

Coaching is emailed after grading. Your CRM waits for you.

  1. Step 1

    Picked up from RingCentral

    Every 10 minutes. No bot. No upload. Calls under 60 seconds are skipped.

  2. Step 2

    Read, graded, coached

    Fields with quotes where one line stated them, a labeled write-up, then a scorecard emailed after grading.

  3. Step 3

    You approve the CRM write

    Side-by-side review, labeled Fill or Conflict. Selected fields only. A real value is never blanked.

Questions

At the review desk.

A person. Nothing is written to your CRM until someone approves the fields on the review desk.

See a call write-up beside the coaching.

Quote-backed fields, the scorecard, and the approve path. A person approves what goes to your CRM.