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I had you booked in just to run through the updated statement of advice to look at switching those investments out. Is now still a good time there for you? No. That's okay. What I can do, I am, this week, very heavily booked out. What's when would norm would be better for you? So sorry. No. That's okay. Okay. That's alright. I'm taking a little bit of leave next week as well, so that's why I kinda wanted to see when you're available. Did you want me to book it in for maybe the first or second week of October? Is that gonna be okay? It is the investment switch. So remember we talked about how Benelong's been underperforming a little bit? What I could do is I could do it up as, like, a presentation email kind of outlining things and send it to you so you can review the document. And then if you wanna converse with me with email, that's absolutely fine. And then I can make a time to give you a call after you come back, and I can always just go through and answer any questions you have. Does that work for you? Or yeah. That's okay. I'll get that one done up for you in an email to kind of outlay everything, and I'll send that DocuSign OdooSign through to you as well. So you can at least reach for the document and have a look at it, and then you can let me know if you have any questions by email. Did you want me to get my team to give you a call maybe the first week of October to rebook that one in, or did you want me to make another time now just to follow-up with any additional questions? What's easier for you? We'll go from there? Yeah. Absolutely. Not a problem at all. Thank you for taking my call this morning. I understand you're very busy. Easy. My pleasure, Patrick. Thank you so much for your time. I hope you have a good day. Thanks. See you later. 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Oakey Financial. Statement of advice. Hi, Patrick. It's Dana from OQ Financial. How are you this morning?\n\nI'm very well. Thank you. I had you booked in just to run through the updated statement of advice to look at switching those investments out. Is now still a good time there for you? No.\n\nThat's okay. What I can do, I am, this week, very heavily booked out. What's when would norm would be better for you? So sorry. No.\n\nThat's okay. Okay. That's alright. I'm taking a little bit of leave next week as well, so that's why I kinda wanted to see when you're available. Did you want me to book it in for maybe the first or second week of October?\n\nIs that gonna be okay? It is the investment switch. So remember we talked about how Benelong's been underperforming a little bit? What I could do is I could do it up as, like, a presentation email kind of outlining things and send it to you so you can review the document. And then if you wanna converse with me with email, that's absolutely fine.\n\nAnd then I can make a time to give you a call after you come back, and I can always just go through and answer any questions you have. Does that work for you? Or yeah. That's okay. I'll get that one done up for you in an email to kind of outlay everything, and I'll send that DocuSign OdooSign through to you as well.\n\nSo you can at least reach for the document and have a look at it, and then you can let me know if you have any questions by email. Did you want me to get my team to give you a call maybe the first week of October to rebook that one in, or did you want me to make another time now just to follow-up with any additional questions? What's easier for you? We'll go from there? Yeah.\n\nAbsolutely. Not a problem at all. Thank you for taking my call this morning. I understand you're very busy. Easy.\n\nMy pleasure, Patrick. Thank you so much for your time. I hope you have a good day. Thanks. See you later.\n\nBye.","paragraphs":[{"sentences":[{"text":"Dana Oakey Financial.","start":6.96,"end":8.34,"sentiment":"neutral","sentiment_score":0.020903243372837704},{"text":"Statement of advice.","start":8.4,"end":9.54,"sentiment":"neutral","sentiment_score":0.0215591952825586},{"text":"Hi, Patrick.","start":16.975,"end":17.695,"sentiment":"neutral","sentiment_score":0.1107768453657627},{"text":"It's Dana from OQ Financial.","start":17.695,"end":19.295,"sentiment":"neutral","sentiment_score":0.17514090240001678},{"text":"How are you this morning?","start":19.295,"end":20.355,"sentiment":"neutral","sentiment_score":0.2483469694852829}],"sentiment":"neutral","sentiment_score":0.13702113145134515,"num_words":18,"start":6.96,"end":20.355},{"sentences":[{"text":"I'm very well.","start":22.095001,"end":23.055,"sentiment":"positive","sentiment_score":0.6738714575767517},{"text":"Thank 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If you record your name and reason for calling, I'll see if this person is available. Patrick speaking. Yeah. Good. Thanks. Hey, John. Oh, probably won't be able to do it now. Sorry. Oh, that's alright. No. No. Yeah. Completely forgot we booked it in. I'm actually away from next week until October, basically. Yeah. Yeah. Yep. Yeah. What sort of stuff did we need to go through? Sorry. Oh, yeah. Yep. Yep. Yeah. Yeah. That sounds good. That'd be perfect. Oh, it should be okay. I'll get the email. And then, yeah, if I do have anything that we need to run through, we can, yeah, book it in as needed. Awesome. No. No. You're alright. We all are. That's all good. Thank you. Yeah. You too. See you. 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If you record your name and reason for calling, I'll see if this person is available. Patrick speaking. Yeah. Good.\n\nThanks. Hey, John. Oh, probably won't be able to do it now. Sorry. Oh, that's alright.\n\nNo. No. Yeah. Completely forgot we booked it in. I'm actually away from next week until October, basically.\n\nYeah. Yeah. Yep. Yeah. What sort of stuff did we need to go through?\n\nSorry. Oh, yeah. Yep. Yep. Yeah.\n\nYeah. That sounds good. That'd be perfect. Oh, it should be okay. I'll get the email.\n\nAnd then, yeah, if I do have anything that we need to run through, we can, yeah, book it in as needed. Awesome. No. No. You're alright.\n\nWe all are. That's all good. Thank you. Yeah. You too.\n\nSee you. 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If you record your name and reason for calling, I'll see if this person is available.\n\nChannel 0: Dana Oakey Financial. Statement of advice.\n\nChannel 1: Patrick speaking.\n\nChannel 0: Hi, Patrick. It's Dana from OQ Financial. How are you this morning?\n\nChannel 1: Yeah. Good. Thanks. Hey, John.\n\nChannel 0: I'm very well. Thank you. I had you booked in just to run through the updated statement of advice to look at switching those\n\nChannel 1: Oh,\n\nChannel 0: investments out. Is now still a good time there for you?\n\nChannel 1: probably won't be able to do it now. Sorry.\n\nChannel 0: No. That's okay. What I can do, I am, this week, very heavily booked out. What's when would norm would be better for you? So sorry.\n\nChannel 1: Oh, that's alright. No. No. Yeah. Completely forgot we booked it in.\n\nChannel 0: No.\n\nChannel 1: I'm\n\nChannel 0: That's\n\nChannel 1: actually\n\nChannel 0: okay.\n\nChannel 1: away from next week until October, basically.\n\nChannel 0: Okay. That's alright. I'm taking a little bit of leave next week as well, so that's why I kinda wanted to\n\nChannel 1: Yeah. Yeah. Yep.\n\nChannel 0: see when\n\nChannel 1: Yeah.\n\nChannel 0: you're available. Did you want me to book it in for maybe the first or second week of October? Is that gonna be okay?\n\nChannel 1: What sort of stuff did we need to go through? Sorry.\n\nChannel 0: It is the investment switch. So remember we talked about\n\nChannel 1: Oh, yeah.\n\nChannel 0: how\n\nChannel 1: Yep.\n\nChannel 0: Benelong's\n\nChannel 1: Yep.\n\nChannel 0: been underperforming a little bit? What I could do is I could do it up as, like, a presentation email kind of outlining things and send it to you so you can review\n\nChannel 1: Yeah.\n\nChannel 0: the document. And then if you wanna converse with me with email, that's absolutely fine. And then I can make a time to give you a call after you come back, and I can always just go through and answer any questions you have. Does that work for you? Or\n\nChannel 1: Yeah. That sounds good. That'd be perfect.\n\nChannel 0: yeah. That's okay. I'll get that one done up for you in an email to kind of outlay everything, and I'll send that DocuSign OdooSign through to you as well. So you can at least reach for the document and have a look at it, and then you can let me know if you have any questions by email. Did you want me to get my team to give you a call maybe the first week of October to rebook that one in, or did you want me to make another time now just to follow-up with any additional questions?\n\nWhat's easier for you?\n\nChannel 1: Oh, it should be okay. I'll get the email. And then, yeah, if I do have\n\nChannel 0: We'll\n\nChannel 1: anything\n\nChannel 0: go\n\nChannel 1: that\n\nChannel 0: from\n\nChannel 1: we need\n\nChannel 0: there?\n\nChannel 1: to run through, we can, yeah,\n\nChannel 0: Yeah.\n\nChannel 1: book it in as needed. Awesome.\n\nChannel 0: Absolutely. Not a problem at all. Thank you for taking my call this morning. I understand\n\nChannel 1: No.\n\nChannel 0: you're very busy.\n\nChannel 1: No. You're alright. We all are. That's all good. Thank you.\n\nChannel 0: Easy. My pleasure, Patrick.\n\nChannel 1: Yeah.\n\nChannel 0: Thank you so much for your time. I hope you have a good day.\n\nChannel 1: You too. See you.\n\nChannel 0: Thanks.\n\nChannel 1: Bye.\n\nChannel 0: See you later. Bye.","paragraphs":[{"sentences":[{"text":"Hi.","start":0.32,"end":0.79999995,"sentiment":"neutral","sentiment_score":0.04202951118350029},{"text":"If you record your name and reason for calling, I'll see if this person is available.","start":0.79999995,"end":5.14,"sentiment":"neutral","sentiment_score":0.02926035097334534}],"sentiment":"neutral","sentiment_score":0.030011478044530925,"channel":1,"num_words":17,"start":0.32,"end":5.14},{"sentences":[{"text":"Dana Oakey Financial.","start":6.96,"end":8.34,"sentiment":"neutral","sentiment_score":0.020903243372837704},{"text":"Statement of advice.","start":8.4,"end":9.54,"sentiment":"neutral","sentiment_score":0.0215591952825586}],"sentiment":"neutral","sentiment_score":0.021231219327698152,"channel":0,"num_words":6,"start":6.96,"end":9.54},{"sentences":[{"text":"Patrick 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later.","start":140.83499,"end":141.47499,"sentiment":"positive","sentiment_score":0.39491285880406696},{"text":"Bye.","start":141.47499,"end":141.97499,"sentiment":"neutral","sentiment_score":-0.09417790174484252}],"sentiment":"neutral","sentiment_score":0.2726401686668396,"channel":0,"num_words":4,"start":140.83499,"end":141.97499}]},"summary":{"result":"success","short":"The customer, Dana, calls OQ Financial to discuss switching investments. The representative, Patrick, is busy but agrees to send an email with a presentation and document to review. The customer asks if they can book in October for a presentation and follow-up, and Patrick agrees to make a call after the customer arrives."},"intents":{"segments":[{"text":"Benelong's Yep. been underperforming a little bit?","start_word":213,"end_word":219,"intents":[{"intent":"Report underperformance","confidence_score":0.0015250833}]},{"text":"And then if you wanna converse with me with email, that's absolutely fine. And then I can make a time to give you a call after you come back, and I can always just go through and answer any questions you have. Does that work for you? Or Yeah.","start_word":251,"end_word":299,"intents":[{"intent":"Confirm process","confidence_score":0.00048609384},{"intent":"Provide email","confidence_score":0.17200775},{"intent":"Provide email","confidence_score":0.0870371}]},{"text":"And then I can make a time to give you a call after you come back, and I can always just go through and answer any questions you have. Does that work for you? Or Yeah.","start_word":264,"end_word":299,"intents":[{"intent":"Request call back","confidence_score":0.014017495},{"intent":"Request callback","confidence_score":0.007082721}]},{"text":"Did you want me to get my team to give you a call maybe the first week of October to rebook that one in, or did you want me to make another time now just to follow-up with any additional questions? What's easier for you?","start_word":365,"end_word":409,"intents":[{"intent":"Schedule meeting","confidence_score":0.0012607785}]},{"text":"Not a problem at all. Thank you for taking my call this morning. I understand No. you're very busy. No. You're alright. We all are. That's all good. Thank you.","start_word":448,"end_word":477,"intents":[{"intent":"Confirm understanding","confidence_score":0.025062805}]},{"text":"you're very busy. No.","start_word":464,"end_word":467,"intents":[{"intent":"Acknowledge busyness","confidence_score":0.0031545241}]}]},"sentiments":{"segments":[{"text":"Hi. If you record your name and reason for calling, I'll see if this person is available. Dana Oakey Financial. Statement of advice. Patrick speaking. Hi, Patrick. It's Dana from OQ Financial. How are you this morning?","start_word":0,"end_word":36,"sentiment":"neutral","sentiment_score":0.08047348260879517},{"text":"Yeah. Good. Thanks. Hey, John. I'm very well. Thank you.","start_word":37,"end_word":46,"sentiment":"positive","sentiment_score":0.5843262076377869},{"text":"I had you booked in just to run through the updated statement of advice to look at switching those Oh, investments out. Is now still a good time there for you? probably won't be able to do it now. Sorry. No. That's okay. What I can do, I am, this week, very heavily booked out. What's when would norm would be better for you? So sorry. Oh, that's alright. No. No. Yeah. Completely forgot we booked it in. No. I'm That's actually okay. away from next week until October, basically. Okay. That's alright. I'm taking a little bit of leave next week as well, so that's why I kinda wanted to Yeah. Yeah. Yep. see when Yeah. you're available. Did you want me to book it in for maybe the first or second week of October? Is that gonna be okay? What sort of stuff did we need to go through? Sorry. It is the investment switch. So remember we talked about Oh, yeah. how Yep. Benelong's Yep. been underperforming a little bit? What I could do is I could do it up as, like, a presentation email kind of outlining things and send it to you so you can review Yeah. the document. And then if you wanna converse with me with email, that's absolutely fine. And then I can make a time to give you a call after you come back, and I can always just go through and answer any questions you have. Does that work for you? Or Yeah.","start_word":47,"end_word":299,"sentiment":"neutral","sentiment_score":0.005338680308326902},{"text":"That sounds good. That'd be perfect.","start_word":300,"end_word":305,"sentiment":"positive","sentiment_score":0.6445308923721313},{"text":"yeah.","start_word":306,"end_word":306,"sentiment":"neutral","sentiment_score":0.3107820749282837},{"text":"That's okay.","start_word":307,"end_word":308,"sentiment":"positive","sentiment_score":0.34636861085891724},{"text":"I'll get that one done up for you in an email to kind of outlay everything, and I'll send that DocuSign OdooSign through to you as well. So you can at least reach for the document and have a look at it, and then you can let me know if you have any questions by email. Did you want me to get my team to give you a call maybe the first week of October to rebook that one in, or did you want me to make another time now just to follow-up with any additional questions? What's easier for you? Oh, it should be okay. I'll get the email. And then, yeah, if I do have We'll anything go that from we need there? to run through, we can, yeah, Yeah. book it in as needed.","start_word":309,"end_word":445,"sentiment":"neutral","sentiment_score":0.1657644659280777},{"text":"Awesome. Absolutely. Not a problem at all. Thank you for taking my call this morning.","start_word":446,"end_word":460,"sentiment":"positive","sentiment_score":0.4598556458950043},{"text":"I understand No. you're very busy. No. You're alright. We all are.","start_word":461,"end_word":472,"sentiment":"neutral","sentiment_score":-0.05182720348238945},{"text":"That's all good. Thank you. Easy. My pleasure, Patrick.","start_word":473,"end_word":481,"sentiment":"positive","sentiment_score":0.40036216378211975},{"text":"Yeah.","start_word":482,"end_word":482,"sentiment":"neutral","sentiment_score":0.19997259974479675},{"text":"Thank you so much for your time. I hope you have a good day. You too. See you. Thanks. Bye. See you later.","start_word":483,"end_word":505,"sentiment":"positive","sentiment_score":0.6650387644767761},{"text":"Bye.","start_word":506,"end_word":506,"sentiment":"neutral","sentiment_score":0.1905568540096283}],"average":{"sentiment":"neutral","sentiment_score":0.12506031759217237}}}}