Post-call transcript scoring

Stop losing warm deals to the 2-hour CRM gap. Send call transcripts to EchoStack and get structured qualification while the conversation is still fresh.

Outcome

input_type: "transcript" with turn-based JSON → status, extracted fields, suggested next_action → your stack updates HubSpot priority, books Calendly, or pings Slack.

Flow

Call ends (Gong / Fireflies / dialer webhook)
  → EchoStack Evaluate (BANT or MEDDIC playbook)
  → Rep queue / CRM stage / meeting link

Example transcript input

{
  "evaluation_id": "<your-evaluation-uuid>",
  "input_type": "transcript",
  "input": [
    { "role": "user", "content": "We're evaluating tools for our SDR team, about 40 reps." },
    { "role": "assistant", "content": "What's your timeline?" },
    { "role": "user", "content": "Need something live before Q3 board review. I sign off on sales tech under $50k." }
  ],
  "options": { "request_next_action": true }
}

Wire Gong, Fireflies, or a dialer webhook

Recording tools usually POST a JSON payload when a call ends. You do not need EchoStack to read Gong directly — forward transcript text through the same evaluate step as inbound forms.

Call ends → vendor webhook (Gong / Fireflies / dialer)
    → n8n or backend normalizes turns
    → POST /v1/evaluate (input_type: transcript)
    → HubSpot deal stage / Slack / rep queue

Map vendor fields to { "role": "user" | "assistant", "content": "..." } turns (buyer vs rep labels vary by vendor — consistency matters more than perfect diarization).
Use a MEDDIC or SPICED evaluation if the call is discovery-heavy; BANT if the motion is transactional. See BANT vs MEDDIC vs custom.
Follow webhook inbound qualification for auth, retries, and branching on status.

Map results to CRM (example)

EchoStack output	HubSpot action
`QUALIFIED`	Set deal stage → Qualified; assign owner
`PARTIAL`	Task: “Collect missing fields” from `missing_fields`
`FAILED`	Nurture sequence; no owner bump

Use extracted_fields keys your evaluation defines — do not invent parallel property names in Zapier.

Partial or short calls

Dropped calls and voicemails often return PARTIAL. Route to callback tasks, not disqualification, unless your manifest marks them FAILED.

Dashboard test

Create an evaluation in app.getechostack.com, paste a transcript in Test evaluation, then reuse the same evaluation_id and org key (esk_…) on your production webhooks.

Related guides

Design partners

Post-call is a common design partner workflow. Apply if you can run eval on real transcripts for 4–6 weeks.