Script Adherence & Workflow Automation Solution

Optimize Customer Acquisition with Automation

Overview

AutoInsights provides AI-powered monitoring to ensure agents adhere to regulatory and business-critical scripts during sales or onboarding calls. Simultaneously, it enables automated workflows based on detected script events—such as triggering follow-up tasks, updating CRMs, or flagging non-compliant calls for review.

Whether you’re in insurance, banking, fundraising, or telco sales, script adherence is essential to reduce risk, meet legal requirements, and maintain a high-performing customer acquisition process.

Case Study: Charity Fundraising

Problem

A leading fundraising agency manages dozens of outbound campaigns, each with specific legal requirements. However, due to frequent campaign changes, agents often miss mandatory lines. Manual compliance checks can only audit 1-2% of calls.

Solution

AutoInsights reviews 100% of calls, using AI-powered prompts to detect and evaluate each step of the required script in real-time or post-call. Workflow automation can trigger alerts, coaching recommendations, or even suppress donation processing for non-compliant calls.

Example Output:

Script Adherence: Partial
Missed Elements: Call Recording Consent, “The Ask”
Action Taken: Flagged for Team Leader Review; Payment Processing Blocked

ROI Analysis

Charity Partner — 40 Agents Across 6 Campaigns

Compliance Improvement

Coverage Comparison

Cost Avoidance

Compliance Breach Prevention

0 %

Script Adherence Rate

$ 10000

Cost Avoidance

0 h

Agent Time Saved/Year

Key Benefits

Out-of-the-Box Compliance

Works with configurable prompts tailored to your industry's requirements—disclaimers, payment authorizations, ID checks, etc.

Workflow Automation

Integrates with CRMs, QA tools, and coaching systems to trigger automated actions (alerts, suppression, escalation).

Campaign-Specific Logic

Supports dynamic script tracking even when running multiple campaigns simultaneously.

Audit Trail

Each script check is tied to transcript evidence and timestamped for compliance review or reporting.

Transform Your Compliance Process

With AutoInsights, script adherence becomes more than a checkbox—it becomes a driver of quality, compliance, and trust in your customer acquisition engine.