Quick Start Guide: Supervisor Workflow
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
Click Settings at the top of the screen.
Select Workflows from the menu on the left.
Creating a New Workflow
Click Add Workflow at the top right.
Select Create New.
Enter a Name (e.g., "Cardiac").
Set the Trigger to Keyword Detection.
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
Select Flag Incident for Supervisor Review as the action.
Click Create to save the workflow.
Monitoring & Reviewing Workflows
View Flagged Incidents
Go to the Dashboard.
Look for incidents flagged by workflows (highlighted for supervisor attention).
Click any flagged incident to review:
Mentioned keywords
Call transcription or chat log
Shared media
Location data
Review Workflow Analytics
Open the Analytics Dashboard.
Review recent calls triggered by workflows.
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.
