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Before I go any further, I just wanted to let you know that our calls are recorded for quality and coaching purposes. Is that okay with you? Fantastic. And, also, I just need you to get I just need to get you to confirm your full name, date of birth, and address, please. That's correct. Is that still current? Fantastic. Beautiful. The purpose of my call today is to touch base and see if you had some time to book in for your annual review that's due. Okay. That that's that's an absolute beautiful comment. Thank you very much and such a compliment. What I will do is I am not sure of the process there in relation to what we need to do. So if that's okay, I might take them. I'll just make a note of that, and I will send a follow-up email for any documentation that we need or if we do need to have a quick chat. I mean, we can keep it short anyway if you like around the fifteen, twenty minute mark just to make sure that, you know, you're happy with everything. There might be a few funds within your portfolio that we might actually look to change. So it probably act it probably actually wouldn't be a bad idea if we did schedule something. I can keep it short and sweet if you like. Alright. At the moment, I'm looking at the week beginning the September 7 for availability. Is there any day in that week that suits you best? Okay. Fantastic. Alright. Give me one moment. What about Monday afternoon, the seventh at 2PM? Fantastic. And did you want me to send you a calendar invite to your email so that you have this? No. That's fine. Beautiful. Alright. Well, thank you so much, Todd. I will look forward to speaking to you on the seventh at two. And if you have any questions in the meantime, please do not hesitate to give me a call. Thank you so much. Enjoy your weekend your weekend. Cut no. One more day and then the weekend. Thank you. 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Is this Todd? Todd, this is Jenniferning from Oakview Financial. How are you today? I'm well.\n\nThank you. I'm well. Before I go any further, I just wanted to let you know that our calls are recorded for quality and coaching purposes. Is that okay with you? Fantastic.\n\nAnd, also, I just need you to get I just need to get you to confirm your full name, date of birth, and address, please. That's correct. Is that still current? Fantastic. Beautiful.\n\nThe purpose of my call today is to touch base and see if you had some time to book in for your annual review that's due. Okay. That that's that's an absolute beautiful comment. Thank you very much and such a compliment. What I will do is I am not sure of the process there in relation to what we need to do.\n\nSo if that's okay, I might take them. I'll just make a note of that, and I will send a follow-up email for any documentation that we need or if we do need to have a quick chat. 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Enjoy your weekend your weekend.\n\nCut no. One more day and then the weekend. Thank you. 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Yep. Oh, good. Yourself? Of course.\n\nTodd Barry Woodhead. 06/23/1972. I think I updated my address last time as 19 Marina Way, Epping. Nice. Yeah.\n\nIt is. I'm good. You guys are really good at what you do, and I'm happy with just letting you guys do what you do. Fantastic. Oh, not fair.\n\nThat'd be great. No. Any day would be great. Great. That's perfect.\n\nThat's that, guys. Fantastic. 2. Good. Thank you very much.\n\nYou too. That'd be quite enough. Thank you. Bye. 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Is this Todd?\n\nChannel 1: Yep.\n\nChannel 0: Todd, this is Jenniferning from Oakview Financial. How are you today?\n\nChannel 1: Oh, good. Yourself?\n\nChannel 0: I'm well. Thank you. I'm well. Before I go any further, I just wanted to let you know that our calls are recorded for quality and coaching purposes. Is that okay with you?\n\nChannel 1: Of course.\n\nChannel 0: Fantastic. And, also, I just need you to get I just need to get you to confirm your full name, date of birth, and address, please.\n\nChannel 1: Todd Barry Woodhead. 06/23/1972. I think I updated my address last time as 19 Marina Way, Epping.\n\nChannel 0: That's correct.\n\nChannel 1: Nice.\n\nChannel 0: Is that still current?\n\nChannel 1: Yeah. It is.\n\nChannel 0: Fantastic. Beautiful. The purpose of my call today is to touch base and see if you had some time to book in for your annual review that's due.\n\nChannel 1: I'm good. You guys are really good at what you do, and I'm happy with just letting you guys do what you do.\n\nChannel 0: Okay. That that's that's an absolute beautiful comment. Thank you very much and such a compliment.\n\nChannel 1: Fantastic.\n\nChannel 0: What I will do is I am not sure of the process there in relation to what we need to do. So if that's okay, I might take them. I'll just make a note of that, and I will send a follow-up email for any documentation that we need or if we do need to have a quick chat. I mean, we can keep it short anyway if you like around the fifteen, twenty minute mark just to make sure that, you know, you're happy with everything. There might be a few funds within your portfolio that we might actually look to change.\n\nSo\n\nChannel 1: Oh,\n\nChannel 0: it\n\nChannel 1: not\n\nChannel 0: probably\n\nChannel 1: fair.\n\nChannel 0: act it probably actually wouldn't be a bad idea if we did schedule something. 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One more day and then the weekend.\n\nChannel 1: That'd be quite enough.\n\nChannel 0: Thank you.\n\nChannel 1: Thank you. Bye.\n\nChannel 0: Bye.\n\nChannel 1: Yeah. 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Todd.","start":156.465,"end":158.06499,"sentiment":"positive","sentiment_score":0.603937233487765}],"sentiment":"positive","sentiment_score":0.4312271692536094,"channel":0,"num_words":11,"start":154.01001,"end":158.06499},{"sentences":[{"text":"I will look forward to speaking to you on the seventh at two.","start":158.06499,"end":161.765,"sentiment":"positive","sentiment_score":0.508198795410303},{"text":"And if you have any questions in the meantime, please do not hesitate to give me a 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weekend.","start":171.42,"end":173.44,"sentiment":"positive","sentiment_score":0.577346122264862},{"text":"Cut","start":173.66,"end":173.98,"sentiment":"neutral","sentiment_score":0.06069937348365784}],"sentiment":"positive","sentiment_score":0.555498942732811,"channel":0,"num_words":10,"start":170.385,"end":173.98},{"sentences":[{"text":"You too.","start":173.87001,"end":174.61,"sentiment":"neutral","sentiment_score":0.05358647182583809}],"sentiment":"neutral","sentiment_score":0.05358647182583809,"channel":1,"num_words":2,"start":173.87001,"end":174.61},{"sentences":[{"text":"no.","start":174.14,"end":174.38,"sentiment":"neutral","sentiment_score":-0.21826806664466855},{"text":"One more day and then the weekend.","start":174.38,"end":175.92,"sentiment":"neutral","sentiment_score":-0.1129893245441573}],"sentiment":"neutral","sentiment_score":-0.1261491673067212,"channel":0,"num_words":8,"start":174.14,"end":175.92},{"sentences":[{"text":"That'd be quite 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you.","start":179.61688,"end":180.09688,"sentiment":"positive","sentiment_score":0.6915960907936096},{"text":"Bye.","start":180.09688,"end":180.59688,"sentiment":"positive","sentiment_score":0.4092680811882019}],"sentiment":"positive","sentiment_score":0.5974867542584738,"channel":1,"num_words":3,"start":179.61688,"end":180.59688},{"sentences":[{"text":"Bye.","start":180.94,"end":181.44,"sentiment":"neutral","sentiment_score":0.2990380525588989}],"sentiment":"neutral","sentiment_score":0.2990380525588989,"channel":0,"num_words":1,"start":180.94,"end":181.44},{"sentences":[{"text":"Yeah.","start":183.29688,"end":183.61688,"sentiment":"positive","sentiment_score":0.37362468242645264},{"text":"Good.","start":183.61688,"end":184.03194,"sentiment":"neutral","sentiment_score":-0.08881120383739471}],"sentiment":"neutral","sentiment_score":0.14240673929452896,"channel":1,"num_words":2,"start":183.29688,"end":184.03194}]},"summary":{"result":"success","short":"A representative from Oakview Financial calls Todd to schedule an annual review and asks for his personal information. The representative informs Todd that the call is being recorded and offers to take a brief survey. Todd agrees to the meeting on Monday afternoon and provides a date and time for the meeting. The representative also offers to send a calendar invite and encourages Todd to call if he has any questions."},"intents":{"segments":[{"text":"The purpose of my call today is to touch base and see if you had some time to book in for your annual review that's due. I'm good.","start_word":110,"end_word":137,"intents":[{"intent":"Book annual review","confidence_score":0.25410548}]},{"text":"At the moment, I'm looking at the week beginning the September 7 for availability. Is there any day in that week that suits you best? No. Any day would be great. Okay. Fantastic. Alright. Give me one moment. What about Monday afternoon, the seventh at 2PM? Great.","start_word":313,"end_word":359,"intents":[{"intent":"Schedule meeting","confidence_score":0.5634429}]}]},"sentiments":{"segments":[{"text":"Hello? Hello. Is this Todd? Yep. Todd, this is Jenniferning from Oakview Financial. How are you today? Oh, good. Yourself? I'm well.","start_word":0,"end_word":21,"sentiment":"neutral","sentiment_score":0.1256038397550583},{"text":"Thank you.","start_word":22,"end_word":23,"sentiment":"positive","sentiment_score":0.6087440252304077},{"text":"I'm well. Before I go any further, I just wanted to let you know that our calls are recorded for quality and coaching purposes. Is that okay with you? Of course.","start_word":24,"end_word":54,"sentiment":"neutral","sentiment_score":0.07849212735891342},{"text":"Fantastic.","start_word":55,"end_word":55,"sentiment":"positive","sentiment_score":0.5127038955688477},{"text":"And, also, I just need you to get I just need to get you to confirm your full name, date of birth, and address, please. Todd Barry Woodhead. 06/23/1972. I think I updated my address last time as 19 Marina Way, Epping. That's correct. Nice. Is that still current? Yeah. It is.","start_word":56,"end_word":107,"sentiment":"neutral","sentiment_score":0.06719513237476349},{"text":"Fantastic. Beautiful.","start_word":108,"end_word":109,"sentiment":"positive","sentiment_score":0.6790768504142761},{"text":"The purpose of my call today is to touch base and see if you had some time to book in for your annual review that's due.","start_word":110,"end_word":135,"sentiment":"neutral","sentiment_score":0.2868000268936157},{"text":"I'm good. You guys are really good at what you do, and I'm happy with just letting you guys do what you do. Okay. That that's that's an absolute beautiful comment. Thank you very much and such a compliment. Fantastic.","start_word":136,"end_word":175,"sentiment":"positive","sentiment_score":0.7353116273880005},{"text":"What I will do is I am not sure of the process there in relation to what we need to do. So if that's okay, I might take them. I'll just make a note of that, and I will send a follow-up email for any documentation that we need or if we do need to have a quick chat. I mean, we can keep it short anyway if you like around the fifteen, twenty minute mark just to make sure that, you know, you're happy with everything. There might be a few funds within your portfolio that we might actually look to change. So Oh, it not probably fair. act it probably actually wouldn't be a bad idea if we did schedule something. I can keep it short and sweet if you like.","start_word":176,"end_word":308,"sentiment":"neutral","sentiment_score":0.09556275925465992},{"text":"That'd be great.","start_word":309,"end_word":311,"sentiment":"positive","sentiment_score":0.5261123180389404},{"text":"Alright. At the moment, I'm looking at the week beginning the September 7 for availability. Is there any day in that week that suits you best? No. Any day would be great. Okay. Fantastic. Alright. Give me one moment. 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I will look forward to speaking to you on the seventh at two.","start_word":390,"end_word":408,"sentiment":"positive","sentiment_score":0.5380730032920837},{"text":"And if you have any questions in the meantime, please do not hesitate to give me a call.","start_word":409,"end_word":426,"sentiment":"neutral","sentiment_score":0.257007896900177},{"text":"Fantastic. 2. Good. Thank you very much. Thank you so much. Enjoy your weekend your weekend.","start_word":427,"end_word":442,"sentiment":"positive","sentiment_score":0.5671237707138062},{"text":"Cut You too. no. One more day and then the weekend. That'd be quite enough.","start_word":443,"end_word":457,"sentiment":"neutral","sentiment_score":0.00881500169634819},{"text":"Thank you. Thank you. Bye.","start_word":458,"end_word":462,"sentiment":"positive","sentiment_score":0.6041484475135803},{"text":"Bye.","start_word":463,"end_word":463,"sentiment":"neutral","sentiment_score":0.2990380525588989},{"text":"Yeah. 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