Feedback: guides-sales-playbook

Documentation Feedback

Original URL: https://www.assemblyai.com/docs/guides/sales-playbook
Category: guides
Generated: 05/08/2025, 4:38:13 pm

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Claude Sonnet 4 Feedback

Generated: 05/08/2025, 4:38:12 pm

Technical Documentation Analysis & Feedback

Overall Assessment

This documentation provides a functional guide but suffers from several structural and clarity issues that could frustrate users. The content jumps between concepts without proper explanation and lacks the depth needed for production implementation.

Critical Issues & Recommendations

1. Structure & Flow Problems

Issues:

• Quickstart section duplicates step-by-step content exactly
• No clear progression from basic to advanced concepts
• Missing logical flow between sections

Recommendations:

# Suggested Structure:
1. Overview & Prerequisites
2. Basic Example (simplified)
3. Understanding the Components
4. Step-by-Step Implementation
5. Advanced Configurations
6. Troubleshooting
7. Next Steps

2. Missing Critical Information

Prerequisites Section Gaps:

# ADD: Required dependencies installation
pip install assemblyai

# ADD: API key setup instructions
# 1. Create account at https://www.assemblyai.com/app
# 2. Navigate to Dashboard > API Keys
# 3. Copy your API key
# 4. Set environment variable (recommended):
export ASSEMBLYAI_API_KEY="your-key-here"

Missing Error Handling:

# ADD: Proper error handling example
try:
    transcript = transcriber.transcribe("./sales-call.mp3")
    if transcript.status == aai.TranscriptStatus.error:
        print(f"Transcription failed: {transcript.error}")
        return
except FileNotFoundError:
    print("Audio file not found. Please check the file path.")
except Exception as e:
    print(f"An error occurred: {e}")

3. Unclear Explanations

Current Problem:

“You can edit the variables to provide custom answers for each question”

Improved Explanation:

### Customizing Questions for Your Sales Process

Each `LemurQuestion` can be customized with different parameters:

- **context**: Provides background information about your specific sales scenario
- **answer_format**: Defines the structure of the response (JSON, plain text, etc.)
- **answer_options**: Limits responses to specific choices for consistency

**Example - Custom Question Types:**
```python
# Rating-based question
aai.LemurQuestion(
    question="Rate the salesperson's product knowledge",
    answer_options=["Poor", "Fair", "Good", "Excellent"],
    context="Sales call for enterprise software solution"
)

# Open-ended analysis
aai.LemurQuestion(
    question="What objections did the customer raise?",
    answer_format="List each objection with the salesperson's response"
)

4. Inadequate Examples

Add Realistic Sample Output:

{
  "Answer": "Excellent",
  "Reason": "The salesperson opened with 'Good morning, Mr. Johnson. Thank you for taking the time to speak with me today about your internet needs.'"
}

Add Multiple Use Cases:

# B2B Software Sales
b2b_context = "Enterprise software sales call with decision makers discussing implementation timeline and pricing"

# Real Estate
real_estate_context = "Real estate agent showing property to potential buyers, discussing features and neighborhood"

# Insurance
insurance_context = "Insurance agent explaining policy options and coverage details to new client"

5. User Pain Points

File Path Issues:

# CURRENT: Assumes file exists locally
transcript = transcriber.transcribe("./sales-call.mp3")

# BETTER: Provide multiple options with validation
import os

# Option 1: Local file with validation
audio_file = "./sales-call.mp3"
if not os.path.exists(audio_file):
    raise FileNotFoundError(f"Audio file not found: {audio_file}")

# Option 2: URL (more common in production)
audio_url = "https://your-domain.com/path/to/audio.mp3"

# Option 3: Upload from various sources
transcript = transcriber.transcribe(audio_file)  # or audio_url

Add Performance Considerations:

# ADD: Information about processing time
print("Transcribing audio... This may take a few minutes depending on file length.")

# ADD: Cost considerations
print("Note: LeMUR questions consume additional credits beyond transcription")

6. Missing Production Guidance

Add Batch Processing Example:

def analyze_sales_calls(audio_files, questions):
    """Process multiple sales calls efficiently"""
    results = []

    for audio_file in audio_files:
        try:
            transcript = transcriber.transcribe(audio_file)
            result = transcript.lemur.question(questions)
            results.append({
                'file': audio_file,
                'analysis': result.response
            })
        except Exception as e:
            results.append({
                'file': audio_file,
                'error': str(e)
            })

    return results

7. Inconsistencies

Fix Variable Usage:

# INCONSISTENT: answer_options defined but not used consistently
answer_options = ["Yes", "No"]  # Defined but only used in one question

# BETTER: Show when and why to use each parameter
default_answer_options = ["Yes", "No"]
rating_answer_options = ["Poor", "Satisfactory", "Excellent"]

Specific Section Improvements

Enhanced Prerequisites Section

## Prerequisites

- **Account**: Active AssemblyAI account ([sign up here](https://www.assemblyai.com/app))
- **Subscription**: LeMUR features require a paid plan ([pricing details](https://www.assemblyai.com/pricing))
- **Python**: Version 3.7 or higher
- **Installation**: `pip install assemblyai`
- **Audio File**: Sample sales call audio (MP3, WAV, or M4A format)

Add Troubleshooting Section

## Common Issues

**"API key not found" error:**
- Verify your API key is set correctly
- Check for typos in the key
- Ensure you're using a paid account for LeMUR features

**Transcription fails:**
- Verify audio file format is supported
- Check file size limits (500MB max)
- Ensure audio quality is sufficient for transcription

Summary

The documentation needs significant restructuring to improve user experience. Focus on adding proper error handling, realistic examples, and clearer explanations of when and why to use different features. The current version would likely frustrate users trying to implement this in production environments.

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