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Sales and Performance

Know which calls become business.

Turn every call into a lead you can track and a lesson your team can use. icepac.ai scores every recorded call, not a random handful. See which calls became appointments, which leads are worth a callback today, where your callers came from, and what each person on your team does best.

Get a free demo Talk to us See a sample call

Agent scorecard Sample week

Calls

142

Booked

61

Resolved first call

78%

Promises kept

19/20

Coaching notes

  • Strength Clear next steps on every booking
  • Opportunity Offer the earliest slot first
  • Call to review Tue 10:42

Illustrative scorecard with sample data.

Agent performance

Coach from every call, not from guesses

Scorecards on every recorded call

Each call is scored against the same standard: greeting, understanding the need, offering the right next step, and closing with a clear commitment.

Coaching built in

Each person gets a short list of strengths and opportunities drawn from their own calls, with links to the exact moments worth reviewing together.

Talk time and handling

See talk time, talk-to-listen balance, hold time and transfers per person and per queue, so you know where calls slow down.

Per-agent highlights

Calls, first-call resolution, promises kept, a standout quote, a strength and an opportunity, for every person on the team.

Caller satisfaction

Sentiment and booking effort on each call show how easy you are to do business with, person by person.

AI and staff side by side

Compare calls handled by the AI appointment assistant with calls handled by staff, using the same scorecard.

Lead generation and management

Know which calls are worth money, and follow up on them

Lead pipeline Sample data

New (9)

New patient, cataract consultScore 88 · Google Ads
New patient, two kidsScore 74 · Website

Contacted (6)

LASIK inquiryScore 81 · Referral
Contact lens reorderCallback owed today

Booked (14)

Annual eye examFri 1:30 · Booked by AI
Diabetic eye exam, recallWed 10:00 · Booked by AI

Lost (3)

Frames price checkReason: went elsewhere

Illustrative pipeline for a made-up eye care practice, with sample data.

Lead scoring

Every caller gets a likely-to-book score from 0 to 100, so your team calls the best leads back first.

Lead pipeline

New inquiries move through clear stages: new, contacted, booked, completed, lost. Callbacks owed and promises made are attached to each lead, so nothing falls through.

Industry field sets

Fields that fit your industry: consult details for law firms, emergency and estimate for home services, and patient interest for clinics. See industry scoring.

Conversion rates

See the share of calls that became appointments, by person, queue, number, day and hour. Spot the hours where callers give up and the people who turn calls into bookings.

Source attribution

Each call is tagged with the number it came in on, the queue and the menu option chosen. Give each ad, listing or campaign its own number on the icepac.ai phone system and see which ones bring booked business.

Missed opportunity list

Calls with a callback needed, unfinished bookings and high-scoring leads that did not book are gathered in one list for follow-up.

See your team's conversion, not a sample.

Get a free demo Talk to us See plans and pricing

Live team view

See the floor at a glance

Team Insights

A live view of your team: who is on a call, who is available, queue health and volume, parked calls and ring-group status. Open any person to see their day.

Wallboards

Put live queue, ring-group and agent stats on a TV or second screen. Read-only, always current, nothing to log into on the display.

Manager alerts

Get a live alert when a call turns negative, a queue backs up, or a caller is calling about the same problem again.

How it works

From call to coaching in three steps

  1. Capture. Every call you choose to record is transcribed and summarized.
  2. Score. Scorecards, lead scores, sentiment and outcomes are added automatically.
  3. Act. Leads go to the pipeline, coaching notes go to the person, and trends go to the owner.

Who it helps

Owners see conversion and lead sources without a spreadsheet. Team leads coach with real calls. Staff get specific, fair feedback based on their own work, not on the one bad call someone overheard.

For a numbers-first view, see icepac.ai for executives. Scores come from the transcripts and sentiment in call intelligence.

Common questions

Are the scorecard numbers on this page real?

No. The scorecard above is illustrative sample data to show the layout. Your dashboard shows your own calls.

Can we change what the scorecard measures?

Yes. We set the scorecard to match how your team handles calls, and you can adjust it as your process changes.

Does it track calls from our ads?

Yes. Each call is tagged with the number, queue and menu option it came through, so a dedicated number per campaign shows which campaigns bring booked business.

Will staff feel watched?

Scorecards cover every recorded call equally, so feedback is based on the full picture, and each person's strengths are listed first, so feedback starts with what they do well.

Free demo

See where your calls turn into business

We will show the scorecards, the lead pipeline and the team view with sample data, set up the way your team sells. The demo is free and takes about 20 minutes.

  • We set it up with your lines, hours and recording rules.
  • You see calls like yours transcribed, summarized and scored for your industry.
  • If you want it, you hear the AI appointment assistant answer and book a call.

Rather talk now? Use the chat button in the corner.

Or call 800-423-3221

Email or phone, so we can reach you.

Free, with no obligation. A person from our team replies to set a time.