Example Use Cases

AutoSummary can be applied to various industries and use cases. This section provides examples of how AutoSummary can be implemented to solve specific business challenges.

Each use case includes a brief overview, key components, and a high-level architecture diagram.

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Regulatory Compliance Monitoring

AutoSummary can be used to automatically flag customer conversations that trigger regulatory compliance requirements, such as Regulation Z (Truth in Lending Act) and Regulation E (Electronic Funds Transfer Act) in the financial services industry.

Industry	Category	AutoSummary Features
Financial Services	Compliance	Structured Data extraction Intent identification

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Implementation

1. Configure Structured Data extraction to identify key compliance-related information (e.g., loan terms, electronic fund transfer details).
2. Set up Intent identification to categorize conversations related to the compliance information.
3. Integrate with existing call center software for real-time or batch processing.
4. Connect outputs to risk management systems for review and reporting.

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Architecture

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Real-time Product Quality Monitoring (Retail, Telecommunications)

AutoSummary can generate free-text summaries of customer complaints about product quality, allowing for real-time identification of defects and issues. This could be data such as specific products, complaint or issue types.

Industry	Category	AutoSummary Features
Retail Telecommunications	Quality Assurance	Entity Extraction

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Implementation

1. Configure Entity Extraction to identify product names and specific defect or issue descriptions.
2. Integrate with call center software for real-time processing.
3. Connect outputs to business intelligence systems for analysis and reporting.

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Architecture

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Automated Call Wrap-up (Multiple Industries)

AutoSummary can automate the process of summarizing customer interactions, eliminating the need for manual note-taking by agents and providing consistent, high-quality call summaries.

The summary and specific data elements can be directly inserted into your contact center or CRM tool to remove manual steps.

Industry	Category	AutoSummary Features
Retail Telco Insurance Travel Financial Services *Any*	Call Center Operations Quality Assurance	Free Text Summary generation Targeted Structured Data (Questions) Entity Extraction

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Implementation

1. Set up Free Text Summary to generate comprehensive call summaries.
2. Configure Targeted Structured Data to answer key questions (e.g., “Was the customer’s issue resolved?”, “Were any follow-up actions required?”).
3. Set up API connections to populate summaries into CRM or agent desktop applications.
4. Implement quality assurance processes to validate summary accuracy.

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Architecture

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Trade Confirmations (Financial Services)

AutoSummary can be used to ensure compliance with financial regulations like FINRA by automatically verifying if agents have confirmed trade details with customers before entering orders into the system. Structured Data can be use to extract price, type of order, the security being bought or sold, etc.

Industry	Category	AutoSummary Features
Financial Services	Compliance	Entity Extraction

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Implementation

1. Configure Structured Data extraction to identify order type, security name/symbol, quantity, and price.
2. Set up Entity Extraction to capture customer account numbers and trade confirmation phrases.
3. Integrate with trading platforms for real-time verification.
4. Implement alerting system for non-compliant trade confirmations.

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Architecture

AutoSummary and AutoTranscribe can be deployed in a self-hosted environment for 100% data protection.