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AI-Driven Call Analysis & Coaching

Unlock actionable insights from every sales call with real-time analysis and targeted coaching for your team.

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Client & Industry Overview

The client needed a modern digital platform to simplify estate planning for individuals, partners, and administrators. Traditional estate planning workflows were complex, fragmented, and heavily manual, creating confusion, delays, and costly errors.

Industry:Customer Service
Company Size200+ Employees
Region California, USA
Engagement08 Months

What Made This Complex

Overcoming Common Hurdles in Sales Call Management
Limited Call Evaluation Capacity
Limited Call Evaluation Capacity

Sales teams struggle to evaluate hundreds of calls efficiently without missing key insights or performance gaps.

Inconsistent Coaching Feedback
Inconsistent Coaching Feedback

Sales reps often lack real-time, actionable feedback, leading to missed coaching opportunities and inconsistent growth.

Manual Call Review Overload
Manual Call Review Overload

Manual call reviews are time-consuming, prone to inconsistencies, and prevent managers from focusing on strategic tasks.

Missed Insights
Missed Insights

Managers can’t catch every objection or compliance risk in calls, affecting overall sales performance and compliance.

Inefficient Performance Tracking
Inefficient Performance Tracking

Tracking individual performance across multiple calls without automation leads to errors, missed trends, and delayed interventions.

Scaling Quality Assurance
Scaling Quality Assurance

As teams grow, traditional QA processes become overwhelmed, compromising the ability to maintain high evaluation standards.

What We Did to Fix It

Transforming Sales Call Management with AI-Powered Solutions
Automated Call Transcription
Automated Call Transcription

Our platform automatically transcribes sales calls, allowing for faster evaluation and deeper analysis of each conversation.

Real-Time KPI Scoring
Real-Time KPI Scoring

Reps are scored instantly against customizable KPIs, enabling managers to track performance and identify coaching needs in real-time.

Role-Based Dashboards
Role-Based Dashboards

Managers and reps each get tailored dashboards, providing clear insights into performance trends and areas for improvement.

Scalable Processing & Alerts
Scalable Processing & Alerts

With BullMQ’s scalable queue management, the platform can analyze hundreds of calls daily while providing real-time alerts for urgent issues that require attention.

Objection and Compliance Detection
Objection and Compliance Detection

AI detects objections and compliance gaps in calls, alerting managers to critical issues that need immediate attention.

Tech Stack

Powerful Tools Driving Scalable and Reliable Call Analysis
React

React

Elasticsearch

Elasticsearch

Nest Js

Nest Js

Tailwind CSS

Tailwind CSS

Open Ai

Open Ai

PostgreSQL

PostgreSQL

Python

Python

Azure

Azure

HighLevel

HighLevel

Background Pattern

Key Results

Delivering Tangible Results through AI-Driven Content Automation

4x

Faster Call Evaluation

Reduced time in manually reviewing calls, enabling faster performance tracking.

90%

Improvement in Coaching Accuracy

AI-driven feedback allows for more precise and timely coaching suggestions.

3x

Increased Sales Rep Engagement

Reps actively engage with real-time feedback, improving overall performance.

Zero

Manual Call Analysis Needed

AI handles all call transcriptions, scoring, and analysis automatically, eliminating manual effort.

Features That Cut Workload in Half

Innovative AI-Powered Tools for Seamless Content Automation
Automated Call Transcription

Automated Call Transcription

Real-Time KPI Tracking

Real-Time KPI Tracking

Objection Handling

Objection Handling

Customizable KPI Framework

Customizable KPI Framework

AI Performance Insights

AI Performance Insights

Role-Based Dashboards

Role-Based Dashboards

Compliance Risk Detection

Compliance Risk Detection

Scalable Call Analysis

Scalable Call Analysis

Real-Time Alerts

Real-Time Alerts

Use Case

Optimizing Sales Call Management with AI Insights
The Problems
Limited Call Monitoring
Limited Call Monitoring

Sales managers struggle to monitor hundreds of calls each day, leading to missed opportunities and performance gaps.

Missed Objections
Missed Objections

Sales teams often miss key objections or compliance risks during calls, which can affect sales performance and legal standing.

Inefficient Manual Reviews
Inefficient Manual Reviews

Manual call review processes are time-consuming and prone to errors, impacting the consistency of feedback and insights.

Lack of Immediate Feedback
Lack of Immediate Feedback

Reps don’t receive immediate feedback, delaying necessary coaching and hindering the improvement of their performance.

Inconsistent Performance Tracking
Inconsistent Performance Tracking

Tracking individual rep performance across multiple calls without automation results in errors, overlooked trends, and delayed interventions.

Scaling Challenges
Scaling Challenges

As sales teams grow, existing QA processes become overwhelmed, making it difficult to maintain consistent performance evaluation.

The Solutions
Automated Call Transcription
Automated Call Transcription

Sales calls are transcribed automatically, eliminating the need for manual review and speeding up the evaluation process.

Real-Time KPI Scoring
Real-Time KPI Scoring

Reps are scored instantly against customizable KPIs, providing immediate insights into performance and areas for improvement.

Compliance Detection
Compliance Detection

AI technology detects objections and compliance gaps in calls, immediately alerting managers to potential issues that need attention.

Instant Coaching Suggestions
Instant Coaching Suggestions

Reps receive actionable, real-time coaching suggestions, helping them improve their performance during and after each call.

Performance Dashboards
Performance Dashboards

Managers receive daily summaries and visual dashboards that highlight performance trends, helping them focus on high-priority issues.

Scalable Call Analysis
Scalable Call Analysis

The platform scales easily, handling the analysis of hundreds of calls daily, providing real-time alerts, and managing increasing call volumes without manual effort.

Client Testimonials

Trusted by Satisfied Customers Worldwide

Kodertal and the team did an amazing and professional job on my project! they did exactly what I needed and more so anyone that is looking to have a project done the right way, adequately and professionally, Kodertal is the brand to go to!!! Thank you again and I will definitely be working with you guys again.


Andrei Johnson

Andrei Johnson

Business Owner

Amazing work! SERP rankings have already started to improve since the changes were made. the Kodertal team's keyword research abilities are truly valuable. Highly recommended!


Alexander Grant

Alexander Grant

Marketing Lead

I am Ahamed from (WLS Group Australia) Kodertal team is extremely professional, deliver the work on time, help us to build the cloud computing, its so much easier to work with our team now. good job. Kodertal is highly recommended!


Ahmed

Ahmed

Product Owner

Working with Kodertal was a great experience. He was always available for discussions and urgent tasks, and his genuine enthusiasm for the project set him apart. What impressed me the most was his proactive approach-actively contributing and implementing valuable ideas that enriched the project.


Jahari Abdallah

Jahari Abdallah

Product Owner

I just completed my second project with Kodertal and the team. Each experience further cements my respect and admiration for them. Their exceptional professionalism shines through in every interaction. They've showcased unwavering dedication throughout both projects, consistently hard-working, diligent, and committed to the tasks. Their proactive approach to challenges and adherence to project specifications are meritorious. What truly sets Kodertal and his team apart is their collaborative spirit and genuine openness to discussions, continually streamlining the workflow. They are flexible in adapting to changes. As a repeat customer, I can wholeheartedly recommend them to anyone seeking a seasoned professional.


Pamela Hernandez

Pamela Hernandez

Founder

Great to work with Kodertal team. they were quick to respond and deliver excellent results with our project by going beyond our expectations. I hope to work with them again in near future.


Victoria Clarke

Victoria Clarke

Project Sponsor

Clutch
Clutch47 reviews
4.9/5
Google
Google124 reviews
4.9/5
Upwork
Upwork100% Job Success
Top Rated Plus

Why Choose Us

We build with clarity, ship with accountability, and support you long after launch.
100+

AI Solutions Delivered

20+

Industries Covered

30+

AI Engineers

95%

Client Retention

15+

Countries Served

Deep AI/LLM Expertise

Deep AI/LLM Expertise

Our team possesses deep expertise in AI and LLM technologies, delivering robust, scalable solutions tailored to meet diverse industry needs.

Industry-Specific Solutions

Industry-Specific Solutions

We offer AI and LLM solutions customized for various industries, addressing specific challenges and driving measurable outcomes for each sector.

Proven Methodology

Proven Methodology

Our AI development process is built on a proven methodology, ensuring consistent, high-quality results delivered on time and within budget.

Global Delivery

Global Delivery

With teams across multiple regions, we ensure global delivery of AI solutions, providing reliable, scalable results tailored to your business’s unique requirements.

LLM-Based Case Studies

Experience How We've Built & Deployed LLMs That Transformed Businesses
Estate Planning Modernized with AI Automation
Estate Planning / Legal ServicesEstate Planning Modernized with AI Automation

EZ Living Trust set out to modernize estate planning by moving away from manual, paper-based workflows. Built for aging adults and working families, the platform guides users through legal processes with clarity and automation. The original system involved offline appointments, human dependency, and disconnected document handling. With growing demand, the model became hard to manage and scale. Our solution: a digitized platform that systemizes case tracking, streamlines notary assignment, and delivers real-time user visibility—cutting support costs and operational bottlenecks.

2 HrsTime Saved Daily
30%Fewer Errors
25%Overhead Drop
Modern Construction Needs Modern Coordination - Swivu (Beta)
Construction ManagementModern Construction Needs Modern Coordination - Swivu (Beta)

Managing multi-site construction projects with Excel, emails, and verbal updates had become inefficient and error-prone. Swivu Engineering needed a smarter system to track project status, assign tasks across departments, and monitor execution across all locations—without overcomplicating the daily operations for site workers. We designed a real-time project management platform that connects HQ and field teams through a browser-based control panel and a lightweight mobile app. The tool enables role-based collaboration, dynamic scheduling, async updates, and seamless sync across departments. Every task, timeline, and team is now connected with fewer bottlenecks and a lower margin for error.

100+Regions
40%Cost Reduction
95%Client Retention
Intent-Based HR Chatbot for Enterprises
Enterprise Services / HR OperationsIntent-Based HR Chatbot for Enterprises

Our client’s HR team faced rising volumes of internal queries on policies, benefits, and compliance—all requiring manual lookup and response. Employees lacked a direct way to get reliable answers without digging through PDFs or intranet links. We developed a custom HR chatbot powered by GPT-4o and Elasticsearch with vectorized semantic search. It understands employee intent, fetches relevant clauses, and auto-deflects repetitive queries. For complex cases, it triggers a live-agent handoff and logs the full transcript for review. Role-based access ensures responses are scoped and secure.

300+Projects
40%Interaction Drop
95%Client Retention
Lean, Scalable, Always-On IT Support
AI-Powered ITSM Chatbot DevelopmentLean, Scalable, Always-On IT Support

We developed an enterprise-grade AI assistant that detects urgency, resolves L1/L2 tickets, and fully integrates with ServiceNow and Ivanti.

50%Time Saved
40%Interaction Cut
95%Answer Accuracy
AI-Powered Enterprise Change Management for Large-Scale Organizations
Change Management SoftwareAI-Powered Enterprise Change Management for Large-Scale Organizations

AI-native platform enabling enterprises to execute, monitor, and sustain organizational change faster with confidence.

80%Reduction in consulting costs
2xFaster change execution
3xHigher adoption rates
AI-Powered Content Automation Platform
AI Marketing Automation ToolAI-Powered Content Automation Platform

We developed an enterprise-grade AI assistant that detects urgency, resolves L1/L2 tickets, and fully integrates with ServiceNow and Ivanti.

30%Cost Reduction
50%Faster Decisions
90%Prediction Accuracy
Lean, Scalable, Always-On IT Support
Medical AI ChatbotLean, Scalable, Always-On IT Support

We developed an enterprise-grade AI assistant that detects urgency, resolves L1/L2 tickets, and fully integrates with ServiceNow and Ivanti.

50%Faster Response Time
30%Increase in User Engagement
100%Data Ownership
AI-Driven Call Analysis & Coaching
Call Center Analytics SoftwareAI-Driven Call Analysis & Coaching

Unlock actionable insights from every sales call with real-time analysis and targeted coaching for your team.

4xFaster Call Evaluation
90%Improvement in Coaching Accuracy
ZeroManual Call Analysis Needed
AI Powered Enterprise Analytics Copilot
Database Analytics SoftwareAI Powered Enterprise Analytics Copilot

Insight Copilot enables non-technical teams to query enterprise data lakes using natural language and receive real-time visual insights.

4xFaster Query Execution
3xIncreased User Engagement
ZeroManual Reporting

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