Overview
NOVA Pro workflows let you control exactly what gets tracked, summarized, and scored across your calls.
Step-by-Step Setup
Step 1: Create a Workflow
Click Add Workflow, then give it a clear name and description based on how your team operates (sales, support, or another use case). Example: Sales — a sales workflow for tracking summaries, scoring performance, and capturing key call data.
Step 2: Choose Your Modules
- Custom Summary — Define how call summaries are structured, so every call highlights the same key information, such as action items, pain points, or provider details.
- Success Score — Build your own scoring system by defining criteria that matter to your business and assigning weight to each one, so every call is evaluated consistently.
- Call Queries — Pull specific details directly from conversations using custom prompts, helping you automatically capture things like names, numbers, or follow-ups without digging through transcripts.
Step 3: Save and Assign
Once your workflow is set up, save it and assign it to users in Settings so the right teams are using the right structure.
Step 4: Using Workflows on Calls
After a workflow is assigned, you'll see it within the Call Overview, with the ability to view or switch it as needed. This ensures every conversation is organized, measurable, and aligned with how your team works, without adding extra steps to your process.
