How to leverage CallRail's automatic phone Transcription

by

CallRail
February 27, 2018

Editor's note (June 2026)

This article was originally published in 2018 and references CallScribe, which is now called Transcript intelligence in CallRail. Viewing transcripts in the app is available on Conversation Intelligence plans. Exporting transcripts from the call log or accessing transcripts through the CallRail API now requires a Premium Conversation Intelligence subscription.

CallRail's Transcription is one of CallRail’s most powerful features — it automatically transcribes phone conversations into searchable, speaker-organized transcriptions. Transcriptions give users an at-a-glance look at the entire conversation, without having to listen to thousands of phone calls. Having Transcriptions in place unlocks multiple opportunities to improve both your marketing campaigns and the overall customer experience.

As part of CallRail’s Conversation Intelligence suite, Transcription is packed with features like Automation Rules and Call Highlights to make analyzing calls even simpler. The two work alongside each other to spotlight on the most relevant parts of a phone conversation. Automation Rules finds your predefined key terms, whereas Call Highlights suggests relevant and actionable keywords. Having the most relevant pieces of the call in one place, along with the ability to tag calls, allows for more detailed conversation analysis.

Marketing campaigns and ad spend

With Transcriptions in place, marketers and advertisers can understand what campaigns are driving high-quality calls. Using CallRail’s direct integration with Google Analytics and Google Ads (formerly AdWords), you can unlock deeper insights into what strategies and campaigns make your phone ring.

Here are just a few ways you can use Transcriptions to maximize campaigns efforts and bridge attribution gaps:

  • Integrate keywords spotted with your analytics platforms to view channels driving the most calls to your business, and better understand conversion patterns
  • Keep a competitive advantage by understanding what features and competitors leads are asking about
  • Uncover which key terms are driving calls to maximize ad spend and improve lead generation, driving a higher volume of calls at a lower cost

[FREE TEMPLATE] Quickly copy & paste into the Automation Rules configuration.

If Customer says Any of the following keywords:

Google, Facebook, Instagram, online

TAG as Online Ad

Marketing/Sales

If Any Speaker says Any of the following keywords:

Quote, sale, pricing, order, referral

TAG as Opportunity

Score as Qualified Lead

Employee management and training

Transcriptions drastically simplify employee management and training. It eliminates the need to listen to phone calls and coordinate training sessions while enabling you to spend more time hitting your goals while managing your team.

Here’s how you can use Transcriptions to streamline employee management and training:

  • Ensure call center employees are sticking to a script
  • Gain visibility into what promotions are performing best for your sales team
  • Utilize tagging capabilities to categorize calls by performance type, making it easy to identify who may need additional training

[FREE TEMPLATE] Quickly copy & paste into the Automation Rules configuration.

If Agent says Any of the following key terms:

How did you hear about us, reason for your call

TAG as Qualifying Questions

If Agent says All of the following key terms:

Contact information, Phone number, address, email

TAG as Contact Info

Score as Qualified Lead

[Additional free templates]

Home Services

If Any Speaker says Any of the following key terms:

Schedule, appointment, estimate, cost, repair, confirm

TAG as Appointment

Score as Qualified Lead

Add Value of $150

If Any Speaker says Any of the following key terms:

Address, where are you located, come out

TAG as Address Provided

If Customer says Any of the following key terms:

Reschedule appointment, reschedule

TAG as Reschedule

Medical Office

If Any Speaker says Any of the following key terms:

Schedule, appointment, consultation, insurance, cost, price, confirm

TAG as Appointment

Score as Qualified Lead

If Agent says Any of the following key terms:

New patient, insurance

TAG as New Patient

Score as Qualified Lead

If Customer says Any of the following key terms:

Medicare, medicaid

Score as Not a Qualified Lead

If Any Speaker says Any of the following key terms:

Credit card number, visa, american express, master card

TAG as CC Info

If Customer says Any of the following key terms:

Reschedule appointment, reschedule

TAG as Reschedule

Turning on Transcriptions

CallRail's Transcription is a company-dependent feature that can be activated from the Settings tab, under Intelligence. There is an additional fee associated with Transcriptions, that starts at $0.020/min. Once activated, transcripts, keywords, and call highlights will be available from the caller’s timeline, and in email notifications.

To learn more about how Transcriptions can improve your business, request your no-obligation demo of CallRail, or go ahead and start your 14-day free trial.

Meet the author

CallRail
Serving more than 225,000 companies worldwide, CallRail is the lead engagement platform that makes it easy for businesses of all sizes to market with confidence.