Quick Start Guide: Supervisor Workflow

Edited

Configuring Supervisor Workflows

Product: Prepared Assist Pro & Unlimited Plans
Last Updated: 03/03/2025


Overview

📌 What This Feature Does
Supervisor Workflows automatically tag calls based on detected keywords, giving supervisors insight into specific types of calls and dispatcher-caller interactions.

📌 When & Why You Use It
Use this feature to:

  • Track critical incidents (e.g., medical emergencies, active threats).

  • Improve supervisor awareness of call trends.

  • Enhance operational efficiency through better categorization.


Prerequisites

✅ Available only in Prepared Assist Pro and Unlimited Plans.
✅ Requires Supervisor or Admin access to Prepared Settings.


Step-by-Step Instructions

Accessing Workflows

  1. Click Settings at the top of the screen.

  2. Select Workflows from the menu on the left.

Creating a New Workflow

  1. Click Add Workflow at the top right.

  2. Select Create New.

  3. Enter a Name (e.g., "Cardiac").

  4. Set the Trigger to Keyword Detection.

  5. Enter a Keyword (e.g., "chest pain").

Keyword Tips

  • Use short, simple keywords (single words or short phrases).

  • Avoid long phrases to improve accuracy.

  • Choose whether to trigger notifications when the caller, the dispatcher, or either party mentions the keyword.

Defining Workflow Actions

  1. Select Flag Incident for Supervisor Review as the action.

  2. Click Create to save the workflow.


Monitoring & Reviewing Workflows

View Flagged Incidents

  1. Go to the Dashboard.

  2. Look for incidents flagged by workflows (highlighted for supervisor attention).

  3. Click any flagged incident to review:

    • Mentioned keywords

    • Call transcription or chat log

    • Shared media

    • Location data

Review Workflow Analytics

  1. Open the Analytics Dashboard.

  2. Review recent calls triggered by workflows.

  3. See:

    • Dispatcher name

    • Triggered keyword

    • Trigger frequency

    • Associated workflow name

    • Nature code

    • Incident creation date and time


FAQs

Question

Answer

Who can create workflows?

Supervisors and Admins

Can workflows detect keywords from both calls and chats?

Yes

Are flagged incidents visible to dispatchers?

Only after supervisor review or according to local policy


Known Limitations

🔹 Keyword detection depends on audio quality and transcription accuracy.
🔹 Long phrases may be partially detected, reducing accuracy.


Support & Additional Resources