Sentiment trend (last 14 days)
Disposition breakdown
Agent leaderboard
| Agent | Calls | Avg sentiment | Score |
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Top customer issues (AI-detected)
Coaching insights preview
See all →All agents
| Agent | Total calls | In | Out | Sales | Avg duration | ≥ 5 min | ≥ 10 min | ≥ 20 min | Avg sentiment | Coaching score | Script adherence | Top issue |
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Performance over time
Skill radar (avg across calls)
Recurring coaching themes
Script adherence breakdown
💡 AI Coaching insight for this agent
Coaching insights by agent
For each agent with AI-analyzed calls, click Generate to produce a strategy grounded in the coaching data across all their calls — with an evidence-based estimate of close-rate lift if they follow the recommendations.
Executive summary
✓ Strengths
▲ Growth areas
Discovery playbook
Pitch playbook
Objection playbook
4-week coaching plan
Metrics to track
🏆 Team Performance
Rank every agent, spot rising stars, surface who needs coaching, and benchmark the team against itself.
🚀 Rising stars
🎯 Needs coaching
Skill benchmark — team avg vs top performer
QA score distribution
Team QA + sentiment over time
Effort vs outcome (talk time → sales)
Team-wide coaching hotspots
Coaching themes that show up across the most agents — the biggest levers for team-wide improvement.
Compliance snapshot
Analysis coverage
Deals & pipeline
Every unique phone number rolled into a deal timeline. Sort by activity, close likelihood, or last touch.
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Sentiment trend across all calls
Call timeline (newest first)
📌 Coaching assignments
Calls assigned to reps for review. Assign from any call's detail page.
✂ Snippets library
Curated moments from your calls — save great objection handles, discovery openers, or coaching examples. Great for onboarding playlists.
🛡 Compliance Dashboard
Define trigger phrases (forbidden words agents must NOT say, or required disclosures they MUST say). We scan every transcript automatically and flag violations.
Violations over time
By agent
| Agent | Violations | Calls | Rate |
|---|
Rules
📋 Custom Scorecards
Design your own QA rubric — categories, weights, and pass criteria. Assign to a campaign and the AI scores every call against it.
Scorecard editor
Categories
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Calls by duration bucket
Dispositions
By agent
| Agent | Calls | Sales | Total talk |
|---|
By disposition
| Disposition | Calls | % |
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Agent scripts / talk tracks (per campaign)
Different campaigns can have different scripts. Pick a campaign below to edit its script, or pick Default for the fallback used when no campaign-specific script is set. Choose the industry so Auto-format with AI uses the right framework for that vertical. Upload a PDF, Word doc, or text file to import — formatting from the original is preserved.
Admin overview
System-wide metrics for every account on this ProDial Insight server.
Recent signups
Most active accounts
All client accounts
"Sign in as" swaps your session for the client's so you can view and modify their settings, scripts, webhooks, and dashboards. A banner appears at the top of the page while impersonating — click "Return to admin" there to switch back.
| Username | Role | Sign-in | Account | Created | Analyses | Actions |
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🏢 Client CRM
One card per client account. Track their server infrastructure, monthly hosting cost, contact info, and open tickets.
Client
Contact info
Servers & IPs
🎫 Tickets for this client
👤 Team members
Every admin and developer on this server. Add new team members, change their roles, or remove access.
Team ticket workload
Open tickets currently assigned to each team member.
🎫 Ticket board
Track every open task across all clients. Developers can update ticket status; admins can create, edit, assign, or delete.
OpenAI usage & costs
Estimated spend across all accounts using this server's OpenAI key.
Per-user breakdown
| User | Analyses | Minutes | Input tokens | Output tokens | Whisper $ | GPT $ | Total $ | Last analysis |
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Pricing assumptions
Rates below match OpenAI's public per-model pricing. Costs are estimates — the client uses ~4 characters/token, and Whisper cost is derived from the transcript's last timestamp. Actual spend may vary by ±10%.
Server-wide OpenAI settings
Every account on this server uses the same OpenAI API key to transcribe and analyze calls. Only admins see or manage these settings.
Account
Call detail
ProDial connection
/dialer/non_agent_api.php automatically.
You can also paste a full .php URL if your install uses a custom path.
Resolves to:
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location field in recording_lookup returns relative filenames.
prodial-recordings.php to your ProDial server and use it instead of non_agent_api.php. It queries recording_log directly and returns JSON — no recording_lookup validation to fight with. See the "Custom recordings endpoint" section below.
non_agent_api.php: Fill in at least one of Agent user, Lead ID, Phone number, or Recording ID below. Be aware that hosted ProDial providers sometimes disable recording_lookup regardless of parameters — if that's the case, use the custom endpoint above instead.
agent_user login (not display name).
% as a wildcard.
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http://localhost:8787 — local reverse proxy (path is forwarded as-is)
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https://example.com/fetch?url= — query-string style (target URL encoded and appended)
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https://example.com/fetch?url={url} — placeholder style
Resolves to:
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Option A — PHP (easiest, no install). Upload
prodial-proxy.php to the same folder as non_agent_api.php on your ProDial server. Then set the CORS proxy URL above tohttps://elite.prodial.io/dialer/prodial-proxy.php?url=Option B — Python (runs locally, no install if Python is already on your PC). Open a terminal in the folder containing
prodial-proxy.py and run:python prodial-proxy.py --target https://elite.prodial.ioThen set the CORS proxy URL to
http://localhost:8787.Option C — Node.js. Install Node 18+ from
nodejs.org, then run node prodial-proxy.js --target https://elite.prodial.io and point the proxy URL at http://localhost:8787.This app calls
non_agent_api.php with the functions recording_lookup and agent_stats. Your ProDial user needs modify_non_agent_api permission. Credentials are stored on the ProDial server alongside this page.
Calls data endpoint (single source of truth)
Point this at prodial-call-export.php on your ProDial server. That one script powers everything: the Calls tab (via ?format=json, automatic), the Reports tab (below), and the CSV download. No separate recordings endpoint needed.
?format=json) and the CSV download.
OpenAI (Whisper + GPT) admin only
Server-wide OpenAI settings. All accounts on this server use this same API key to transcribe and analyze calls — clients don't see or manage this panel, only admins.
api.openai.com. If the key field is empty, the app uses pre-generated demo analysis so you can explore the interface without spending tokens.
Account & server storage
You're signed in with your own account. All settings and previous AI analyses are stored on the server under your username, so opening the URL on any device or browser shows the same data.
CRM integration
Push each AI-analyzed call summary to your CRM. Supports ForthCRM (debt settlement), HubSpot, GoHighLevel, Salesforce, and a generic webhook mode. Fires automatically when a call gets analyzed, or manually via the 📤 Send to CRM button on any call.
Authorization: Bearer <key>.
🌐 Multi-language transcription
Whisper auto-detects the call language and stores it on every transcript. When enabled, non-English calls are also translated to English so your AI analysis, coaching, and search all work uniformly across your team's languages.
Webhooks
Post a JSON payload to a URL you control whenever a selected event fires. Each webhook is per-account. Body shape: { event, timestamp, user, payload }. Requests are sent from your browser using no-cors, so your endpoint doesn't need to accept CORS.
AI analysis cache
Every analysis is saved on the server and restored automatically on the next page load — you only pay OpenAI once per call.
API debug log
Click “Test ProDial connection” to populate this.