From Assumptions to Evidence.
From Reports to Real Conversations.

Your Customers Are Already Telling You
What They Need. Now You Can Hear Them.

8,000 hours of customer calls every month - unlocked for operations, strategy, and product.

CallMiner has underpinned contact centre quality and compliance for two years. What's changed is how we use it. With AI-powered discovery, natural language search, and a pipeline that feeds directly into our data lake and AI analytics, it's now a tool for anyone who needs to understand what customers are actually saying — product, strategy, and operations alike.

01 What is CallMiner?

How customer conversations become intelligence — from speech analytics to AI-powered discovery.

CallMiner is an AI-powered speech analytics platform that transcribes, analyses, and categorises every customer interaction handled in the Contact Centre. Over 70% of all customer interactions at Checkatrade happen over the phone - CallMiner makes those conversations searchable, measurable, and actionable.

All calls recorded in Five9 with over 30 seconds of connected talk time and detected speech are automatically mined and transcribed.

How Data Flows

Sources
Five9 Every 15 min
Trade Metadata Daily
Hierarchies Monthly
CallMiner Transcribes, categorises & scores
Salesforce Near real-time AI call summaries direct from CallMiner
Data Lake Nightly Transcripts, categories & scores
BI Reports Daily refresh Dashboards & reporting
Vector Embeddings In-house capability Semantic vectors from transcripts
Gemini Agent Conversational AI Natural language Q&A on calls
Bespoke AI Analytics Data science Enriched with data lake metadata

From call recordings to conversational AI — an end-to-end customer intelligence pipeline, built in-house.

What CallMiner does for you: Improve customer and trade experience, support compliance and QA, and generate operational insights - all from conversations you're already having.

02 Get Access

We've made it as simple as possible.

Right now - Bulk onboarding

  1. Fill out the form. Complete the CallMiner Access Request Form - just your name, email, and job title.
  2. We do the rest. We'll submit the list to IT for a bulk access update - no individual tickets needed.
  3. Log in. Once you're notified, sign in through Okta.

Going forward - Self-service

  1. Request access. Raise an IT request for "Business User" access on CallMiner through Okta.
  2. Log in. Once approved, sign in through Okta.
Frictionless onboarding. We've simplified the setup process - no manual hierarchy alignment, no waiting for admin configuration. Request access, log in, start exploring.
Questions about access? Contact Pitcha Rerkaram via Slack or email. For technical issues, post in #ask-callminer.

04 Search Syntax

The most useful operators for everyday searches.

Operator Syntax What it does Example
Exact phrase "words" Finds exact words in exact order "home mover letters"
OR OR Matches any of the terms "banner" OR "display"
AND AND Matches all listed terms "directory" AND "price"
NOT -word Excludes calls containing this term "listing" -billing
Proximity NEAR/n Words within n words of each other "price" NEAR/10 "too expensive"
Call location {seconds} Restrict to first/last N seconds "hello"{90} (first 90s)
Speaker =Agent / =Customer Target specific speaker "sorry"=Agent
Wildcard * Matches word variations cancel* (cancel, cancelled, cancelling)

Practical Examples

Find calls where customers complained about price
("too expensive" OR "rip off" OR "not worth" OR "overpriced")=Customer

Targets only customer speech. Combines synonyms with OR. Speaker filter ensures we're hearing customer complaints, not agents discussing pricing.

Find calls where agents mentioned a specific product within the first 90 seconds
("sponsored listing" OR "directory")=Agent{90}

Combines speaker targeting with call location. Useful for checking if agents pitch products early in the conversation.

Find cancellation calls where agents showed empathy
("cancel" OR "leave" OR "stop my")=Customer NEAR/30 ("understand" OR "sorry to hear" OR "appreciate")=Agent

Uses proximity to find empathy language near cancellation intent. The NEAR/30 gives a 30-word window for the agent's response.

For the complete syntax reference, see the full Search Syntax Guide.

05 Reading AI

AI won't get every call right. It doesn't need to. The question isn't "is the AI accurate?" — it's "would we rather hear from all our customers imperfectly, or almost none of them perfectly?"

How to Read AI Results

Trust the signal
"200 calls flagged for price complaints this week vs. 60 last week"

The exact number might be off by 10-15%, but a 3x spike is real. Investigate the trend — don't debate the count.

Verify before acting
"This agent scored low on empathy"

AI scores reflect language patterns, not intent. Listen to 3-5 of the flagged calls before drawing conclusions about an individual.

Don't use this way
"Exactly 47.3% of customers mentioned pricing"

Quoting AI-generated percentages as precise facts is misleading. Say "roughly half" or "around 1 in 2" — the direction matters, not the decimal.

06 QA Scores

Automate quality monitoring for your team.

CallMiner's Score Builder converts spoken words and context into automated quality scores. Before requesting a new score, check if one already exists.

  1. Review existing scores. Check the Generic Scores (All Teams) and Team-Specific Scores pages first.
  2. Check with the CX team. Contact Pitcha Rerkaram if you're unsure whether a score already exists or might overlap.
  3. Complete the request form. Fill out the QA Score Request Form.
  4. Provide key details: Business objective, what you want to measure, keywords/phrases, which teams to apply it to, and scoring preference (pass/fail or weighted).
Tip: Before defining keywords, use CallMiner's search to explore how phrases are actually spoken in real calls. Customers rarely use the exact terms you expect.

07 Resources

Everything you need in one place.

Confluence Documentation

Contacts & Support

Slack

#ask-callminer
Questions, issues, and requests

CX Analytics

Pitcha Rerkaram
Senior Customer Experience Operations Analyst

QA & Categories

Pitcha Rerkaram
Senior Customer Experience Operations Analyst