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Everything you need to get the most out of TalkScope

8 ModulesQuick Start GuideAI Scoring ExplainedFAQ
Contents
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What is TalkScope?

TalkScope is an enterprise-grade AI platform that transforms business conversations into an operational intelligence system. It's not a reporting tool โ€” it's a decision engine that helps you increase revenue per conversation, detect performance gaps, and coach agents at scale.

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Operations Dashboard
Real-time view of your entire org
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AI Scoring Engine
Deep analysis of every conversation
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Pattern Intelligence
Behavioral patterns across teams
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Coaching Engine
Prioritized coaching recommendations
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Key difference from CallRail / Gong
CallRail answers "where did the lead come from." TalkScope answers "why did the deal fail" and "which agent is losing money." It sits between lightweight call tracking and heavy enterprise tools โ€” faster, smarter, and built for mid-market.
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Quick Start

3 minutes

From zero to your first AI insights in under 3 minutes. No technical setup required.

1
Create your account
Go to talk-scope.com โ†’ Sign Up โ†’ enter your email and password. The onboarding wizard launches automatically.
2
Set up your workspace
Create an organization (company name), add a team (e.g. 'Sales Team A'), and add your first agent with name and email.
3
Upload conversations
Go to Upload โ†’ Upload Conversations โ†’ select an agent โ†’ upload .txt transcript files โ†’ click โšก Upload + Score Now.
4
Get AI insights
TalkScope instantly analyzes conversations and returns: Overall Score, Communication Score, Conversion Score, Risk Signal, Coaching Priority, strengths and weaknesses.
5
Run Pattern Intelligence
Go to Patterns โ†’ select level (agent / team / org) โ†’ click Generate. The AI finds recurring issues, conversion drivers, and coaching priorities.
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Try the live demo first
Not sure where to start? Click "Try live demo" on the homepage to explore a pre-populated workspace with 8 agents, 100+ conversations, and pre-generated insights โ€” no login required.
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Dashboard โ€” Operations Center

The Dashboard is your command center. It shows the state of your entire organization in real time: average scores, risk zones, top and bottom performers, and the coaching queue.

KPI Cards

Avg Score0โ€“100
Average overall score across all agents in the selected org/team
High Risk Agentscount
Agents with risk score โ‰ฅ 70 โ€” requires immediate attention
Top Performername
Highest-scoring agent โ€” use as a benchmark for the team
Coaching Queuecount
Agents with coaching priority โ‰ฅ 60 โ€” prioritized list for your 1-on-1s

Org / Team Selector

Use the dropdowns at the top to filter the dashboard by organization and team. All KPI cards, the agent list, and the coaching queue update instantly.

Batch Scoring

The Batch Scoring panel at the bottom lets you score all agents at once. Click Create Job โ†’ Run. The worker processes agents in chunks and shows live progress. Use this after bulk-uploading conversations.

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Pro tip
Click the Refresh button in the header after uploading new conversations to update the dashboard instantly.
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Agents

The Agent page is the heart of TalkScope. Each agent has a full performance profile including score history, conversation list, behavioral patterns, and coaching recommendations.

Score Metrics

Overall Score0โ€“100
Composite score based on all conversations in the 30-day window
Communication0โ€“100
Empathy, clarity, tone, active listening, and rapport building
Conversion0โ€“100
Effectiveness at closing deals and achieving the goal of the conversation
Risk Score0โ€“100
Risk of customer loss or compliance issues. Lower is better.
Coaching Priority0โ€“100
How urgently this agent needs coaching intervention. Higher = more urgent.

Color System

โ‰ฅ 80 โ€” Excellent
60โ€“79 โ€” Needs attention
< 60 โ€” Critical
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Conversations

The Conversations page lists all uploaded transcripts across all agents. Filter, search, read full transcripts, and manage your conversation library.

Filters

All agentsAll scoresScored onlyUnscoredHigh โ‰ฅ 80Low < 60

Deleting a Conversation

Click Delete next to a conversation โ†’ the button changes to Sure? (red, 3-second timeout) โ†’ click again to confirm. The action is irreversible. After deletion, regenerate the agent's score since the old score included the deleted data.

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After deletion
The agent's score won't update automatically after you delete conversations. Go to the Agent page and click Generate Score to recalculate with the current data set.
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Pattern Intelligence Engine

Most powerful

The most advanced module in TalkScope. The AI analyzes conversations at the agent, team, or org level to surface behavioral patterns, risk triggers, and conversion drivers that aren't visible in raw scores.

Analysis Levels

Agent
Individual coaching insights
Team
Systemic training gaps
Organization
Strategic-level intelligence

What's in a Pattern Report

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Executive Summary โ€” High-level findings and strategic recommendations for leadership
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Top Recurring Issues โ€” Top 3 repeated problems with evidence quotes from real conversations
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Conversion Drivers โ€” Phrases and behaviors that reliably lead to a positive outcome
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Risk Triggers โ€” Behavioral patterns correlated with customer churn or escalation
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Coaching Recommendations โ€” Specific, actionable coaching steps for each identified issue
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Revenue Leakage โ€” Where money is being lost and which patterns are causing it
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Best practice
Run Pattern analysis weekly at the team level. It takes 30 seconds and gives you a strategic picture of where your team is losing deals or customers.
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Upload

The Upload page has three tabs for bringing your data into TalkScope.

CSV
Import Agents
Upload a CSV with columns: name, email, team. Creates agents and teams automatically. Headers must match exactly.
TXT
Upload Conversations
One file = one conversation. Select an agent, upload .txt transcripts, then either save only or click โšก Upload + Score Now for immediate AI analysis.
TXT
Company Rules
Upload your scripts, quality standards, and compliance rules. The AI incorporates these into every scoring and pattern analysis.

CSV Format for Agents

name,email,team
Sarah Mitchell,sarah@company.com,Sales Team A
James Rodriguez,james@company.com,Sales Team B
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How AI Scoring Works

TalkScope's scoring is not simple keyword matching. The AI reads the full transcript and evaluates it across multiple behavioral and outcome dimensions, considering context, emotion, conversation structure, and business objectives.

What the AI evaluates

โœ“Quality of the opening and rapport building
โœ“Discovery questions and needs uncovering
โœ“Objection handling effectiveness
โœ“Value communication and product presentation
โœ“Emotional intelligence and empathy
โœ“Closing and next steps confirmation
โœ“Compliance with company scripts (if uploaded)
โœ“Risk signals and escalation patterns

Ways to trigger scoring

โšก Upload + Score NowScore is generated immediately after upload. Results appear in ~10 seconds.
Agent page โ†’ Generate ScoreRescores the agent using the latest 30 conversations (the scoring window).
Dashboard โ†’ Batch ScoringScores all agents in the org at once. Best for initial setup or weekly refreshes.
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Security & Privacy

Important

TalkScope is built with a security-first architecture. Your conversations contain sensitive business data โ€” we treat them that way.

PII Auto-Redaction

Every transcript is automatically scanned and sanitized before being saved to the database. Sensitive data is replaced with safe placeholders:

๐Ÿ’ณCredit card numbers
[CARD-REDACTED]
๐Ÿ“žPhone numbers
[PHONE-REDACTED]
๐Ÿ“งEmail addresses
[EMAIL-REDACTED]
๐ŸชชSocial Security Numbers
[SSN-REDACTED]
๐ŸฆBank account numbers
[ACCOUNT-REDACTED]
๐Ÿ”‘Passwords & PINs
[CREDENTIAL-REDACTED]

Audio Files

Audio uploaded for transcription is sent to OpenAI Whisper and then immediately discarded โ€” it is never stored on our servers. Only the resulting text transcript is saved, after PII redaction.

Data Isolation

Every database query is scoped to your organization. It is architecturally impossible for one customer's data to appear in another's workspace.

๐Ÿ”’ Privacy Policy โ†’๐Ÿ›ก๏ธ Full Security Details โ†’
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FAQ

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Ready to get started?
Try the live demo or create your workspace in 2 minutes
Try live demoCreate account โ†’
๐Ÿ”’ Privacy Policy๐Ÿ›ก๏ธ Security
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