When you trigger a Checklist during a live conversation, you will notice 1-3 checklist items to individually action upon within the received Checklist.
The Checklist provides an actionable reminder of best practices to apply in real-time, such as critical talk tracks to say or steps to accomplish over the course of a live conversation.
Steps for Accessing Checklists:
After selecting the "Checklists" tab (Step 2), a new window will show with your Checklists:
How it works
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A Checklist is triggered when a targeted phrase is spoken (or not spoken), or a certain amount of time has elapsed during a call
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A Checklist can display up to 3 individual checklist items for you to complete
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When you complete a checklist item, you can mark the completion of the individual item by:
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Manually clicking the corresponding checkbox. The item will be greyed out upon completion.
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Speaking a required completion phrase that automatically marks the corresponding checkbox. The item will be greyed out upon completion by voice.
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A Checklist will remain in view until all individual checklist items have been completed
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Once all individual items within a Checklist have been completed (in any order), the Checklist is fully completed, and disappears from view
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