Harmony
Insights

Every meeting.
Measured automatically.

Define your questions once. Harmony runs them on every call and turns the answers into a dashboard your whole team can act on. Not a sample. Not a hunch. Every conversation, measured.

Trusted by teams at
DocplannerRTB HouseTotvsYOU BPOTECHFluencyNetguru
Engagement
8.2/10
Decision maker
Yes
92% confidence
Scorecard
Budget discussed
Timeline set
Authority confirmed
Talk ratio
35%
65%
Rep · Customer
Auto-generated from every call
Capabilities

Ask a question once. Harmony answers it on every call.

KPI widgets, not walls of text

Each Insight Definition produces one scannable widget: a score, a yes or no, a bar chart. Stack them into dashboards. Sort by team, rep, or time.

Define once, run on every call

Write your question in plain language, or start from a template. Harmony evaluates every conversation on its own. Nobody tags calls or fills out forms.

Twelve types built in

From engagement scores to competitor detection, Harmony surfaces patterns you would never find by hand. You set the weights and thresholds.

Built for scale

From one call to the whole organization.

Aggregate across hundreds of calls

Insights roll up into project-level reports. Averages, trends, and distributions across your whole team, not just one conversation.

Trigger automations on the outcome

When a yes or no resolves to yes, or a score crosses a threshold, fire a webhook, update the CRM, or move a deal stage. Automatically.

Every answer links to the transcript

Click any result and jump to the exact moment that produced it. No black box. Full audit trail.

Trend · Engagement Score↑ 12%
10 calls agoLatest
Avg score
7.8across 143 calls
Automation
CRM sync score > 8 → update deal
How it works

Set up in minutes. Results on every call.

Set it up once. After that, every call is measured on its own. No tagging, no forms, no manual review.

01

Create an Insight Definition

Pick a type, write your question in plain language, and set weights if you need them. "Did the rep handle the pricing objection?"

02

Add it to a project

Apply it to any project. Every conversation there gets evaluated automatically. Add or remove insights as priorities change.

03

Read the results

Every call is scored against your definitions. Results roll into dashboards and sync to your CRM downstream.

Insight types

Twelve ways to read a conversation.

Start from a template or write your own in plain language. Every type runs on every call, automatically.

Meeting Summary

The full picture in a few sentences. What was discussed, what was decided, what happens next.

Engagement Score

How engaged the other side was, on a 1 to 10 scale. Catch disengagement before it becomes churn.

SPIN Distribution

Situation, Problem, Implication, Need-payoff. See how your reps structure discovery.

Checklist / Scorecard

Did the rep read the disclaimer? Follow the opening script? Checked automatically, every call.

Yes / No Question

Ask anything with a yes or no answer. "Did the customer mention a competitor?" "Was a follow-up booked?"

Open Question

Ask anything open-ended. "What was the customer's main concern?" Get an answer sourced from what was said.

Competitor Detection

Which competitors came up, and in what context. Know when you're being compared, and to whom.

Discount Tracking

When discounts get offered, and what triggered them. Spot the pattern before it becomes a margin problem.

Talk Ratio

Who spoke, and for how long. See whether reps are listening or lecturing.

Sentiment Flow

How sentiment moved across the call. Find the moment it turned, for better or worse.

Deal Stage

Where the conversation sits in your pipeline. Harmony maps calls to stages on its own.

Feedback Tips

Specific, actionable suggestions tied to real moments in the call. Coaching, grounded in what happened.

Every answer is grounded in what was said

Not opinions. Not gut feel.
Real answers, from real conversations.