Call tracking

AI call scoring

A short AI summary and a qualified-lead score for each transcribed call.

Built, not yet tested liveBuilt. Not yet tested against a live Anthropic API account.

Live: shipped in OrcLink's production release before this one. Built, not yet tested live: built and tested with sample data, not yet run against a live account of the vendor. Coming soon: listed, not available to connect yet.

Switching it on

Calls > Rules and recording (owners and admins). It needs call transcription, the workspace's AI agents switched on (see "AI Analyst"), and a manager's confirmation of this sentence:
Send the text of each transcribed call to the AI provider to write a short summary and a qualified-lead score. Long numbers and email addresses are removed first, but names and everything else the caller says are sent. This is the only place where what a caller said leaves OrcLink. It never runs in HIPAA mode.
Never in HIPAA mode, also with a recorded BAA.

What is sent and stored

This is the one place where what a caller said leaves OrcLink: the call text goes to the AI provider, with digit runs of 7 or more (phone, card, account numbers) and email addresses removed first. Names and everything else are sent.
Stored: a summary (encrypted, at most 500 characters, long numbers and email addresses removed again), a score from 0 to 100 and a label (qualified, not qualified, unsure). An answer in any other shape stores nothing.
Each request counts against the workspace's daily AI budget and is recorded in the audit log (never the content).
Kept and deleted with the transcript.

What the score changes

Nothing by itself. With "use the score in call qualification" on (off by default), a "not qualified" label marks the call's own lead unqualified while it is still an open lead at the entry stage. Never the reverse, and the click match is never touched.