From recording to report.

Steps

1. Confirm recording notice

   Before an upload, you confirm that you gave notice that the call was recorded. Consent is your responsibility as the party recording the call, and some US states require every participant to consent. This is not legal advice.

2. Upload a recording or paste a transcript

   Upload an audio or video file, or paste or import a transcript (TXT, VTT or SRT) from the tool you already use. Cadenvar Qualify does not record calls and never joins a meeting.

3. Get a transcript

   Audio is transcribed by a speech-to-text provider. Speakers are labeled by the transcript or named by a person.

4. Qualification analysis with quotes

   Cadenvar Qualify finds what the call established for Situation, Pain, Impact, Critical event and Decision (criteria, process and people), and marks each confirmed, partial or missing. Every finding carries a quote, and each quote is checked against the transcript text. If the call did not establish something, it says missing rather than guessing.

5. Gaps and next-call questions

   Each gap becomes a specific question to ask on the next call, so the rep knows what to close.

6. Action items and an email draft

   You get action items from the call and a follow-up email draft. The draft is never sent automatically. You edit it and send it yourself.

7. CRM-ready export

   Field updates are prepared so you can export them as CSV or copy and paste them into HubSpot. Nothing is written to your CRM automatically.

8. Insights across calls

   With several calls in, you can see patterns, such as which elements your team covers well and which it tends to skip.

9. A person reviews the output

   AI can be wrong. A person on your team should review every report before anyone acts on it.