Monitor sales compliance

You can set content that must be communicated and content that is not allowed to be disclosed for sales activities. Notta Sales Agent will then automatically detect sales personnel's performance and notify administrators when potentially non-compliant behavior is identified.

Prerequisites for using this feature
Plan: Available on Business and Enterprise plans with Sales Agent activated
Role: Only configurable by the Owner or Admins
Platform: Notta Web

Enable sales compliance check

1. In the left sidebar of the Notta Web version, click Sales Agent, then click Settings in the top right corner of the screen.
   
2. Under the Insights tab, find Sales Compliance Check.
   
3. Toggle on the content you wish to monitor: required content, prohibited content, or both.
   

4. Once the toggle is on, you'll see some system default detection items. You can:

   1. Click on a field to modify these items.

   2. Click Add item in the top right corner to add a new detection item.

   3. If you don't need so many detection items, hover your cursor over an item, and a trash icon will appear on its right. Click the trash icon to delete the item.
      

5. Once you've set up your detection items, click Update to save the changes.

Monitor sales compliance

Monitor sales compliance by sales representative

You can find sales compliance detection results for individual sales representatives directly in the Notta Sales Agent Chrome extension.

1. Install the Chrome extension from here.
2. After installing the Chrome extension, you can launch the Sales Agent insights function by clicking the extension icon in the upper right corner of the browser and selecting Notta Sales Agent, or by clicking the Insights button at the top of the agent folder.
   
3. Under Insights, select Sales to view metrics related to sales performance.
4. Use the filter to narrow down the analysis targets by speaker, creation date, etc.
5. Scroll down, and you'll find sections named "Required content compliance" and "Prohibited content count".
   • In the "Required content compliance" section, you can see the percentage to which each sales representative incorporated required content into their meeting remarks.
   • In the "Prohibited content count" section, you'll find the number of times each sales representative conveyed prohibited content.
     

6. If you hover your cursor over a sales representative, a window will appear showing their relevant meetings from the selected period.

7. Moving your cursor over a specific meeting will reveal View Details. Clicking this will take you to that meeting's transcription page, where further details on the meeting's compliance check are provided.
   

Monitor sales compliance by meeting

1. Open the meeting transcription record you want to review. This record must be stored in the agent folder.
2. Click Conversation Insights (the pie chart icon) in the right-side menu bar within the transcript area.
   
3. In the "Sales Compliance Check" section, you'll see "Required content compliance" and "Prohibited content count".
   
4. Click on Required content compliance or Prohibited content count to expand the details. Here, you'll find excerpts of statements that meet requirements and their specific timestamps. Clicking a timestamp will quickly jump the playback to that point, making it easy for you to review.
   

Get email alerts for potential violations

1. In the left sidebar of the Notta Web version, click Sales Agent, then click Settings in the top right corner of the screen.
2. Under the Insights tab, find Sales Compliance Check.
3. Enable Email Notification, then select the alert recipient from the current Notta workspace's owner or admins.
   
4. Click Update to save the changes.
5. When potential non-compliant behavior is detected, the designated recipient will receive an email notification.