Behavioral Intelligence

Behavioral Intelligence

Post-Call Text Notes

Post-call text notes are the unstructured data notated by your call center agents after every interaction with a customer. These notes are typically saved in CRM or call center systems after every interaction, along with other metadata, such as call reason.

Why Post-Call Text notes?

Post-call text notes are a treasure trove of deep insights into the wants, needs, and pains of your customers. Effectively utilizing them can work wonders for your business by increasing customer retention, boosting customer profitability, and reducing revenue risk. Most importantly, this piece of data contains insights into the real emotions of the customer, along with many other insights.

Example Scenario

Suppose a customer, Mr. Jon Doe, calls to complain about billing, and the structured CRM fields record the call reason as a billing issue.

However, it fails to consider that Mr. Jon may have also called multiple times before for the same issue. He may have spoken about your competition or inquired about pricing or contract expiry date.

In fact, one minute earlier, when the agent was speaking to Mr. Jon, he also asked why he had to call by punching buttons on your IVR or speak to the IVR main menu, which most companies are not utilizing.

Customer value leaders often rely on structured information, such as billing data and call reasons picked up from a drop-down list. In doing so, they miss out on several other clues about the actual emotional state of the customer in the context of the experience he or she is subjected to by your company.

Why Developing Clear Customer Insights Is Hard

Contact centers are the nerve centers of customer interactions. Every year, customers approach contact centers millions of times to voice their grievances, ask for information, or request support. These notes are perhaps the largest stash of human-interpreted member experience information, waiting to be leveraged.

However, most companies aren’t leveraging this treasure effectively due to various constraints:

Lack of appropriate technology: Analyzing the notes needs advanced text analytics, and piecing it together with other contact center metadata, customer billing, and CRM info, needs advanced machine learning technology, due to the complexities and volume. Most companies lack such technological capabilities.
Lack of appropriate technology: Working on this data and connecting the dots between insights and business goals requires a high level of data scientific proficiency, domain expertise, and experience, in order to see the big picture. Acquiring such expertise is beyond the reach of many companies.
Lack of appropriate technology: Post-call text notes and other customer interaction meta-data typically resides within the operations or customer care department while sales, marketing, customer experience etc. have their own separate hierarchies. This prevents many companies from driving collaborative leveraging of this data source, which can serve customer value use cases across the enterprise.

How VOZIQ Leverages Post-Call
Text notes to Boost Retention

VOZIQ leverages the combined power of advanced text analytics and powerful machine learning algorithms to integrate post-call text notes with other interaction meta-data, and structured customer information from billing and CRM systems:

Apply advanced text analytics to uncover entities, sentiments, intents, categories, and summaries
Unify other customer data sources, such as billing, CRM, surveys, speech-to-text, chats, support tickets etc., and enrich them with insights from the text notes.
Leverage advanced machine learning to predict future call reasons, as well as churn risk levels.
Drive multiple proactive engagement strategies to retain your high-risk, high-value customers.


Post-call text notes enable large enterprises to take a census-based approach to understand the voice of customer (VOC). This leads to significant gains across the spectrum of customer value:

Extremely fast compared to speech analytics: VOZIQ processes millions of post-call text notes at blazing fast speed.
Get a lifecycle view of customer risks, customer values, and the factors affecting them across various stages of the customer lifecycle.
Get a top-level picture of why customers are unhappy, and the emerging trends.
Gain a granular understanding of root causes of customer dissatisfaction, and churn risk.
Identify your top at-risk customers, and the root causes of their churn risk.
Detect customer risk signals well in advance, and take proactive measures to mitigate the risk.
Implement strategic, enterprise-level strategies, to plug the customer experience gaps. that are driving customer churn
Implement a tailored tactical approach, by pairing every customer call with a specially trained agent, for personalized resolution, care, and retention.
Drive improvements in retention and loyalty, NPS, sales center performance, marketing ROI, upsell and cross-sell, customer service experience, and cost-to-serve.

Ready to Explore VOZIQ?

VOZIQ’s predictive retention leverages Behavioral Intelligence to deliver breakthrough churn risk intelligence.