Every Call Monitored.
Every Violation Caught.
Stop sampling 2-5% of calls and hoping for the best. CallOptix analyzes 100% of calls against your regulatory and operational rules — scoring every call with evidence-based verdicts in seconds.
Regulatory fines, lawsuits, and brand damage don't come from the calls you review. They come from the ones you don't. Replace manual QA sampling with AI-powered full-coverage compliance monitoring.
The Compliance Gap
Your QA team reviews a handful of calls per week. Violations hide in the thousands they don't. By the time a pattern surfaces, the damage is done — fines issued, lawsuits filed, trust broken.
CallOptix Compliance Changes Everything
100% of calls analyzed automatically. Every call scored 0-100 with a clear PASS or FAIL verdict. Evidence-based evaluations with exact transcript quotes. A defensible audit trail for every evaluation. Compliance becomes a system, not a gamble.
From Call to Verdict in Seconds
A multi-step AI pipeline analyzes each call automatically. The entire process completes within seconds of a call ending.
Call Recorded & Transcribed
Every call is recorded and transcribed through CallOptix's existing infrastructure. The transcript becomes the input for compliance analysis.
AI Extracts Metadata
AI identifies call type, agent and customer names, call purpose, segments (opening, verification, main body, resolution, closing), and topics discussed.
Rules Evaluated Against Transcript
Every enabled rule is evaluated — phrase presence, phrase absence, sequence checks, and timing checks. Each rule receives a PASS, FAIL, or NOT APPLICABLE verdict.
Sentiment & Risk Analysis
Running in parallel: sentiment scoring, satisfaction prediction, agent tone assessment, and risk detection for churn, escalation, legal, and complaint risks.
Weighted Score Calculated
The system calculates a weighted compliance score (0-100). If critical fail override is enabled, any critical rule failure automatically fails the call.
Executive Summary Generated
AI generates a plain-English summary covering the result, key violations, strengths, and one actionable recommendation for the agent.
Ready for Your Industry, Out of the Box
Pre-built rule templates for 9 industry categories. Select your industry, and the relevant regulations and rules are loaded automatically.
Financial Services & Debt Collection
Healthcare
Insurance
Retail / E-commerce
Telemarketing / Sales
Real Estate
Legal Services
Technology / SaaS
Custom / Other
Every template is a starting point — customize rules, severity levels, thresholds, and phrases to match your exact requirements.
Powerful Rules. Total Control.
Create, edit, enable, or disable any rule. Configure severity, check type, speaker targeting, time windows, and weights — every parameter is in your hands.
4 Check Types
Verify required phrases appear (including paraphrases)
Ensure prohibited content is never spoken
Verify steps happen in the correct order
Confirm events occur within required time windows
Full Configurability
Call Recording Disclosure
CriticalAgent must disclose that the call is being recorded within the first 60 seconds of the conversation.
Evaluation Result
"Thank you for calling. I'd like to let you know this call is being recorded for quality and training purposes."
Found in: Opening segment (0:08)
Critical Fail Override
If ANY rule marked "Critical" fails, the entire call automatically fails — regardless of the overall score. Serious violations like exposing credit card numbers or missing recording disclosures are never masked by a high score.
Scoring That Tells the Truth
Every call gets a weighted compliance score from 0 to 100, plus a clear PASS or FAIL verdict. Configurable thresholds and scoring modes let you dial in the sensitivity your business needs.
Binary Mode
Simple pass/fail based on threshold and critical failures
Graduated Mode
Weighted percentage scoring for nuanced performance differentiation
Evidence-Based Evaluations
Every verdict backed by transcript evidence
"Let me pull up your account... Okay, I see your last payment was on the 15th."
Violation: Agent accessed account details without referencing the privacy policy as required.
Recommendation: Before discussing account details, say: "As outlined in our privacy policy, I'll need to verify your identity first."
Your Compliance Command Center
Everything you need to monitor, investigate, and act on compliance data — profiles, trends, call-level deep dives, agent rankings, and full configuration.
Compliance at a Glance
Four stat cards (average score, pass rate, critical failures, total analyzed), rolling trend chart, agent rankings, and rule performance breakdown — all in one view.
Beyond Compliance: Sentiment & Risk
Every compliance analysis also includes sentiment scoring and risk detection — giving you a complete picture of each call, not just the regulatory view.
Sentiment Analysis
Overall Sentiment Score
0-10 scale summarizing the emotional tone of the call
Sentiment Arc
Track how sentiment changes across call segments with dominant emotions labeled
Satisfaction Prediction
Classified as Satisfied, Neutral, or Dissatisfied based on full call analysis
Agent Tone Assessment
Professional, Empathetic, Neutral, Dismissive, or Rude
Risk Detection
Churn Risk
Signals the customer may stop using the service
Escalation Risk
Indicators the call may need supervisor escalation
Legal Risk
Potential legal exposure from statements made during the call
Complaint Risk
Likelihood the customer will file a formal complaint
"I guarantee you won't be charged for this, no matter what happens."
Agent made an absolute guarantee that may not be enforceable, creating potential legal exposure.
Set Up in Minutes, Not Months
A guided 7-step wizard takes you from zero to monitoring in minutes. Select your industry, configure your rules, and start analyzing calls immediately.
Choose Your Industry
Select from 9 industry categories. Pre-loads relevant rules and templates.
Select Your Region
US (with state-level consent), UK, EU, India, Australia, or Other.
Review Regulations
Auto-populated based on your industry + region combination.
Configure Rules
Toggle rules on/off, adjust severity, change weights, edit phrases.
Add Custom Phrases
Required greetings, required closings, and prohibited language.
Set Scoring Parameters
Pass threshold, critical fail override, scoring mode, alert preferences.
Assign to Agents
Apply to all agents, specific teams, or individual agents.
Region-Aware Compliance
Region selection automatically adjusts consent laws, calling time restrictions, and privacy regulations. CallOptix is aware of US all-party consent states:
13+ Regulations Built In
CallOptix ships with built-in awareness of the regulations that matter most to your industry. No custom configuration needed — they're ready to evaluate from day one.
Fair Debt Collection Practices Act
Financial Services
Telephone Consumer Protection Act
Financial, Telemarketing, Real Estate
Payment Card Industry Data Security Standard
Financial, Retail
Health Insurance Portability & Accountability Act
Healthcare
General Data Protection Regulation
All Industries (EU/UK)
California Consumer Privacy Act
All Industries (US)
Telemarketing Sales Rule
Telemarketing / Sales
Financial Conduct Authority Consumer Duty
Telemarketing (UK)
Markets in Financial Instruments Directive
Financial Services (EU)
Electronic Fund Transfer / Truth in Lending
Financial Services
Do Not Call Regulations
All Industries
Call Recording Consent Laws
All Industries
State-Specific Agent Licensing
Insurance
Multi-Tenant Isolation
Every organization's data is fully isolated. No cross-tenant access.
Role-Based Access
Admin-only settings. Team members view results but can't change configuration.
Full Audit Trail
AI model version, rules version, timestamps on every evaluation. Defensible in regulatory inquiries.
Your compliance risk is hiding in the
95% of calls nobody reviews.
CallOptix finds it — automatically, on every call, with the evidence to prove it. Join the teams that replaced manual QA sampling with 100% automated compliance monitoring.