Mikhail IvanovAll case studies / Voice AI & Calls
AI checks every sales call against a checklist and writes the score directly to the Bitrix24 deal
Industry: Marketing agencyScale: sales team, two call types: brief and proposal presentationCategory: Voice agents and calls
55 criteriaacross two checklists: 32 for the brief and 23 for the proposal
automaticallyscoring starts automatically when the deal is updated
deal + 2 sheetswhere the result is added automatically
Package based on this case study: AI Call Scoring for Sales Reps in Bitrix24 · from $2,200
Before
- Brief and proposal presentation calls had to be scored against the client's checklists
- The score had to be added to the Bitrix24 deal and two working Google Sheets
- The sheets already contained formulas and manually entered rows that could not be broken
What we built
- The service triggers when a deal is updated in Bitrix24
- It gets the call recording from Bitrix24 telephony or a transcript from Google Drive
- It transcribes Russian speech on its own server
- AI goes through the checklist: pass or fail for each item with a comment and an overall percentage
- It writes the score to a deal field and two Google Sheets without touching the client's formulas
How it works
Bitrix24 dealwebhook on update
→
Call recordingB24 telephony or Google Drive
→
Transcriptionfaster-whisper, Russian
→
AI scoring55 criteria, comment
→
Resultdeal field + Google Sheets
Before and after
| What | Before | After |
|---|---|---|
| How scoring starts | manually | automatically when the deal is updated |
| Criteria | checklists in documents | 55 items, pass or fail with a comment |
| Where the result goes | outside the CRM | to the deal field and sheets |
Result
- The service was deployed on the server and tested on the client's live deals
- The first stage was accepted and paid for
- The client's formulas and manually entered rows in the sheets were not affected
Technology
What matters in a project like this. Calls in Bitrix24 are often linked to the contact rather than the deal. So we added a second reliable source for the recording, a Google Drive folder, so the call can still be scored.
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