Insight7

Insight7 is a conversation intelligence platform that turns customer calls and meetings into automated quality assurance (QA) scoring, evidence-backed analytics, and AI-driven coaching. It listens to 100% of recorded interactions—not just a small sample—and applies configurable scorecards to evaluate criteria like compliance, empathy, discovery quality, and closing behavior. Beyond scoring, Insight7 converts performance gaps into targeted roleplay scenarios, coaching assignments, and even AI voice and chat agents that can handle routine customer interactions. With strong security certifications and deep integrations, it is purpose-built for contact centers, sales organizations, and regulated industries that need both call-quality oversight and measurable coaching impact.

• Automated Call Analytics & QA: Scores every call against weighted, customizable rubrics, covering compliance, empathy, discovery, objection handling, and more.
• Evidence-Backed Conversation Intelligence: Links every score to the exact moment in the transcript, and sends real-time alerts for low performance or risk events via Slack, Teams, or email.
• AI Coaching & Roleplay: Generates practice scenarios from real low-scoring calls (voice and chat) with instant AI feedback, and supports coaching tasks on iOS mobile.
• Live Assist: Provides real-time in-call prompts, buying-signal cues, and next-best-action suggestions so reps know what to say during live conversations.
• AI Voice & Chat Agents: Deploys always-on agents that qualify leads, answer common questions, and route complex issues across voice, SMS, and chat channels.
• Integrations & Security: Connects with Zoom, Google Meet, Microsoft Teams, RingCentral, Dialpad, Webex, and major CRMs, while offering SOC 2 Type II, HIPAA, GDPR compliance, and a strict no-training-on-customer-data policy.

1. Connect your communication platforms: Integrate Insight7 with your existing call and meeting tools (Zoom, Teams, RingCentral, etc.) to start capturing and transcribing conversations automatically.
2. Configure QA scorecards: Work with the Insight7 team or use the interface to define weighted rubrics aligned to your specific compliance, sales, or service criteria. Expect a calibration period of 4–6 weeks for high accuracy.
3. Let the platform score all calls: Once set up, Insight7 analyzes 100% of recorded interactions, generating scores and linking them to transcript evidence.
4. Act on insights and alerts: Review performance dashboards, drill into low-scoring moments, and receive automatic notifications for risk events in Slack, Teams, or email.
5. Assign AI-generated coaching: Turn identified skill gaps into targeted roleplay scenarios, assign them to reps, and track improvement through the iOS app or web interface.
6. Deploy AI agents and Live Assist: Enable real-time prompting during calls and set up AI voice or chat agents to handle routine inquiries, freeing up human reps for complex issues.

Insight7 offers a freemium model with three tiers. The Free plan is limited to 1 user, 3 call or transcript analyses, 1 project analysis, and English transcription, making it suitable for a basic trial. The Pro plan at $99/month expands to 1 user, 50 analyses, 4 projects, transcription in 60+ languages, reports, scorecards, templates, and live chat support. The Business plan at $299/month supports 3 users, 200 analyses, 10 projects, and adds advanced dashboards, alerts, custom vocabulary, PII/PHI redaction, automations, and both live chat and email support. For the most accurate and current pricing, always check the official Insight7 website.

• Web application: Full-featured desktop interface for managers, analysts, and administrators to configure scorecards, review analytics, and assign coaching.
• iOS mobile app: Provides AI coaching access, allowing reps to practice roleplay scenarios and receive feedback on the go.
• API and integrations: Connects to Zoom, Google Meet, Microsoft Teams, RingCentral, Dialpad, Webex, and major CRMs to pull in call recordings and push out data.
• Live Assist: In-call assistance layer that works during real-time conversations on supported platforms.
• AI Voice & Chat Agents: Deployable agents that operate across voice, SMS, and chat channels independently.

• Invest in calibration early: Plan for 4–6 weeks of rubric tuning with the Insight7 team to align automated scores with your internal quality standards and reduce false positives.
• Start with high-impact criteria: Focus initial scorecards on the few behaviors that most affect outcomes (e.g., compliance, discovery, closing) before expanding to more nuanced metrics.
• Tie coaching directly to evidence: Use transcript-linked scores to show reps exactly where they can improve, making coaching sessions more specific and less subjective.
• Combine Live Assist with post-call coaching: Let reps benefit from real-time prompts during calls, then reinforce learning with AI-generated roleplay based on their own conversations.
• Leverage alerts for immediate action: Set up Slack, Teams, or email notifications for critical risk events so managers can intervene quickly, not days after the call.
• Involve the whole team in QA design: Include reps and supervisors when defining rubric criteria to ensure buy-in and relevance, which improves adoption and consistency.

• Sales leaders and enablement managers who want to improve win rates by understanding exactly what top performers say and then coaching the rest of the team with personalized practice.
• Contact center and support managers who need to move from random call sampling to full-population QA and close the loop with automated coaching assignments.
• Compliance officers and QA analysts in regulated industries (finance, healthcare) who require detailed, auditable scoring trails and HIPAA/GDPR-compliant handling of sensitive data.
• Revenue operations professionals looking to integrate conversation data into CRM workflows and measure the direct impact of talk tracks on pipeline and renewals.
• Learning and development teams that want to extend training measurement beyond course completion to actual behavioral change in real customer interactions.
• Teams that are heavily phone- or video-based and want to replace manual call hunting and spreadsheet work with automated insights and coaching.