ImproveBatch review
What went wrong this week, and how often
A batch review reads every conversation and task in a period and ranks the top issues. Turn any issue into a lesson, a playbook edit, a document or a work item.
Direction
Top issues
Ranked by how often and what they cost1
Buyers compare our price with a distributor's, and the worker has nothing to offer but a hand-off
46 conversations11 orders lostcustomer side 3.7 of 5
2
Lead-time and fit questions that no document answers
23 conversations9 extra hand-offs
3
Customers who prefer a person to an AI assistant
7 conversationsall flagged5 reviewed, 2 open
Examples: Keystone Food, 30 Sep · Summit Material, 25 Sep
4
Callbacks promised by people and missed
5 conversations2 customers ended frustrated
Examples: Lakeshore Ag, 24 Sep · Toledo Water, 26 Sep
5
Emails to dormant accounts bouncing from old addresses
38 emailsno customer affected
Examples: Delta Tool and Die · Northern Plastics
Customer mood, start to end
| Started | Better | Same | Worse |
|---|---|---|---|
| Angry or frustrated · 58 | 41 | 11 | 6 |
| Neutral · 197 | 131 | 48 | 18 |
| Satisfied or pleased · 57 | 28 | 25 | 4 |
Mood is read at the start and the end of every conversation, with the lines that show it.
Flagged for a person
3 open| When | Account | Worker | Why | Mood | Status |
|---|---|---|---|---|---|
| 30 Sep | Keystone Food | Riley | Prefers a person to an AI | NeutralFrustrated | Open |
| 29 Sep | Midwest Bottling | Morgan | Said they may move to another supplier | FrustratedFrustrated | Open |
| 28 Sep | Harbor Maintenance | Avery | Asked for Sam by name | NeutralSatisfied | Open |
| 25 Sep | Summit Material | Riley | Prefers a person to an AI | NeutralNeutral | Reviewed |