Analyze sales emails and meeting transcripts to detect tone, intent, and power dynamics
Collaboration & Clients
This CPT guides teams through the process of analyzing communications to detect tone, intent, and power dynamics, enabling better collaboration with clients and more effective outreach.
Who is this for?
Sales teams, client success managers, consultants, and marketing professionals who engage with clients and want to understand communication dynamics.
Before you start
Access to relevant emails and transcripts, consent and privacy checks, basic NLP familiarity, and the ability to store structured results.
General Process (How it works)
- Plan scope and objectives Define goals, data sources (emails and transcripts), and privacy constraints before analysis.
- Prepare data Collect, anonymize where possible, and normalize text for analysis.
- Extract signals Apply NLP signals for tone, sentiment, intent, and power dynamics.
- Score and label Assign standardized scores and tags using a rubric.
- Review governance Ensure rubric alignment, human-in-the-loop validation, and bias checks.
- Generate outputs for CPT Store results in structured fields and prepare annotations for dashboards and reports.
- Integrate and visualize Connect outputs to dashboards and reporting tools using generic automation.
- Privacy, ethics, and compliance Review data handling, permissions, and audit trails.
- Maintain and iterate Periodically retrain rubrics, refresh data, and incorporate feedback.
Watch out in Free Plans
❌ Advanced features may be restricted
❌ Short-term storage only
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