Automated Message Review, Complete Performance Management

Turn your data into actions to increase sales, mitigate risk, and deliver an exceptional customer experience

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Agent Performance Metrics

Get detailed assessments of messages and chats to improve agent performance

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Complete Optics

Automated review of every word of every message provides deeper data and assessment metrics for each rep or agent

AI and ML Driven

To surface metrics that reveal performance indicators for coaching or commendation

Pinpoint Behaviors

Save valuable time by going to the exact place in the message that’s pinpointed for review

Monitor Continuously

To increase sales productivity, mitigate risk, and deliver a great customer experience
  • Play by Your Rules

    Add your own rules to meet your enterprise training and performance needs

  • Metrics for Training

    See rep performance metrics to provide continuous feedback to increase conversion, speed new rep training, and develop best practices

  • Sales Rep KPI Ranking

    Stack rank sales reps on specific KPIs and monitor individual performance over time compared to company averages

Act Quickly and Effectively

With the insights needed to improve agent performance

PerformLine Workflow tools helps you track, analyze and audit compliance alerts
Coaching Portal

Coach and train at scale and close the feedback loop between QA and the organization

Data-Driven Decision Making

Share insights to increase sales, mitigate risk, and deliver an exceptional customer experience

Document and Archive

Get Proof You Can Use™ with a complete history of discovery through remediation for any audit situation

Features

Data Redaction

Remove sensitive information from calls and  messages

Driven by AI and Machine Learning

To deliver more intelligent, automated, and scalable solutions

Omni-Channel

Compliance oversight across web, call, message, email, document, and social media channels

Workflow

Centralize, assign, and track all activities from discovery through remediation

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Remediation

Track, validate, and document remediation across internal and external partners

Reporting for All Levels

Compliance and performance intelligence for informed business decisions

Dashboard

One central compliance intelligence repository to see the big picture and small details

Audit Trail

Keep a record of activities including screenshots, transcripts, and requests

Rulebooks

Deploy industry rulebooks built from experience and expertise to ensure regulatory compliance

Pro Services: Get Extra Bandwidth

Get the expert help you need, without increasing your headcount. Put our Pro Services team to work as your compliance QA and remediation team.

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