Hey there!
I have the situation where I’m trying to export call records and reports that have a transcript which include specific key words. In this case, I am looking for all calls with transcripts that have “unbiased hiring” mentioned in the transcript.
Is there a way I can set this up to export such records with unbiased hiring included in the transcript?
I’ve only been able to filter calls with transcripts, but don’t have the option to filter including specific language.
Are we able to do that?
Thank you!
@JReynolds9 Hey there!
With Sales and Service Hub Enterprise you have the option to set specific terms to track and report on in your calls. See here Report on tracked terms in transcripts.
Do you have an Ent subscription? If not, I think the best workaround would be to have your reps leave a note on the logged call with this keyword. You could then use the ‘call notes’ filter to search calls with that term.
What do you think?
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