Call detail
Unassigned · inbound
Aug 10, 2026 3:09 PM EDT · 1:38 · Dallas Hiram · Ext — · Imported · answered
+1770555imported → +17707637179
Recording
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Transcript
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Manager follow-up
open · normal priority
Start the call with a proper greeting: 'Hello, may I speak with Ms. Wilma?' to personalize the interaction. · Introduce yourself clearly: 'Hi, this is Wyatt from Chloe's Auto Repair & Tire. Is now a good time to discuss your vehicle?' to establish credibility. · Before discussing the repairs, reassure the customer about the overall condition of their vehicle, mentioning any positive findings from the inspection.
Rubric score
60
Outbound DVI / Estimate
Classified as DVI / estimate (90%) — The conversation involves discussing a quote for tire installation and approval of services, indicating it is related to inspection findings and repair recommendations.
Rubric breakdown
No proper greeting or introduction was provided.
Failed to ask for the customer's name at the beginning.
Did not introduce himself or confirm if it was a good time to talk.
Did not offer to call back if the customer was unavailable.
Did not mention the technician or the Digital Vehicle Inspection.
Did not reference the inspection findings clearly.
Did not reassure the customer about the vehicle's condition before discussing repairs.
Summary & coaching
The Service Advisor, Wyatt, demonstrated some knowledge of the services but failed to follow the training script effectively. Key elements such as greeting, building credibility, and reassuring the customer were missing, which impacted the overall customer experience.
- Start the call with a proper greeting: 'Hello, may I speak with Ms. Wilma?' to personalize the interaction.
- Introduce yourself clearly: 'Hi, this is Wyatt from Chloe's Auto Repair & Tire. Is now a good time to discuss your vehicle?' to establish credibility.
- Before discussing the repairs, reassure the customer about the overall condition of their vehicle, mentioning any positive findings from the inspection.
- Clearly explain the details of the services and the rationale behind them, using simple language to ensure understanding.
- When discussing optional services like road hazard protection, frame it positively and explain the benefits before asking if they want to remove it.
Call flow timeline
- 3:09:14
answer
inbound call captured (imported recording/transcript)