⚙️ Automation
Stewart pulls and analyzes your calls on its own and keeps the coaching reports current — no clicking. Turn it on and set how often.
Optional. After a call is analyzed and stored, delete the local recording (the transcript & analysis are kept). Recordings used for training quotes, and calls with a major compliance flag, are kept.
Pull calls manually
Usually you won't need this — automation handles it. Use it to grab a specific date range on demand.
Teams & agent types
Who's in which pool and team. Adjust and save anytime.
| Rep | Agent type (pool) | Team |
|---|
Users
Add admins, managers, and agents. They set their own password on first sign-in.
| Role | Mobile | Status |
|---|
Rules — compliance, accuracy & brand
Define the standards calls are reviewed against. Compliance (required disclosures / prohibited statements), accuracy (facts reps must get right), and brand (tone & phrasing). These feed the analysis.
A text goes out the moment a major compliance issue is found. Add your mobile number to get them.
Sales outcomes (tours → sales)
Import the actual tour/sale results (CSV). Outcomes are attributed to the booking agent by phone, email, or first name + tour date. Hard sales harden after the 7-day rescission; penders and cancels are tracked separately. Cash is king.
Team performance & goal
Load a results spreadsheet (CSV), get a suggested goal, then rank the team.
🧠 Canonical brain — what wins & what loses
Core insights that get stronger as more calls are analyzed. Seeded from the baseline; each call adds support. Established insights are marked; learned ones show how many calls/reps back them.
Coaching reports
What the analysis found for each call.
| Call | Rep | Flags | What to work on | Summary |
|---|---|---|---|---|
| No calls analyzed yet. | ||||