Call intelligence overview
Updated August 20, 2026
Before a carrier quote ever lands, you already had a conversation with the prospect. Call intelligence turns that conversation into something the deck can use, whether or not a quote exists yet.
#What it does, in order
- You pick a recorded sales call from the Pull the call card in the builder.
- ProClose transcribes the call and runs a structured analysis over the transcript, pulling out the prospect's name, a summary, lines of business, current carrier, coverage needs, objections, sentiment, next step, and a few key quotes. The same pass also generates internal coaching notes, never shown to a client, covered separately below.
- Those client-facing insights go one of two places, depending on what else is loaded when you click Build proposal:
- If a carrier quote PDF is also loaded, the insights become the What we heard slide inside a fully priced proposal.
- If no quote is loaded, the insights become a standalone discovery brief, an honest, unpriced deck built entirely from the call.
That is the whole shape of it. One pull, one analysis, two possible destinations, plus a coaching read that never leaves the internal call panel.
#Where each piece is covered
- The picker itself, who your picker actually shows, and what happens during analysis: Pull and analyze a recent call.
- Every field the analysis returns and where it surfaces: Call insights, explained.
- The internal-only coaching read on how the call itself went: Coaching notes on a call.
- The call-only build path and why it deliberately contains no pricing: Discovery briefs.
- How caching keeps re-picking a call instant, the cost, the 25MB recording limit, and what leaves your machine: Call analysis: caching, limits, and privacy.
- Looking up the property itself once you have an address, and sending unanswered questions straight to the client: Property research and The client questionnaire.
#The RingCentral connection
The Pull the call card's subtext reads RingCentral, transcript via Fireflies. That connection is configured once, server-side, by whoever runs your ProClose install: a RingCentral client ID, secret, and server URL, entered as environment configuration on your own server. You never enter RingCentral credentials anywhere in the app itself.
As a producer, none of that setup is your job. You open Pick a recent call, you see a list of recent recorded calls pulled live from RingCentral, scoped to what your agency owner has set for call visibility, and you click one. If the connection has not been configured yet, the picker has nothing to show you, and that is a setup question for your admin, not something to fix from the picker. See Your team and call visibility for how an owner controls who sees whose calls.