A Reviewer is the Wingman agent that scores your interactions against review dimensions you define and stores the reasoning behind each score. You set it up in the Spinoco desktop app, choose which interactions it runs on, and define the dimensions it scores against. Use this guide to create a Reviewer agent and configure it. To create a Reviewer ag...

A Next Action is the Wingman agent that identifies the follow-up each interaction calls for and records it, so commitments and next steps aren't lost when the conversation ends. You set it up in the Spinoco desktop app, choose which interactions it runs on, and tell it how to decide the follow-up. Use this guide to create a Next Action agent and con...

A Summarizer is the Wingman agent that writes a short, readable summary of each interaction, so anyone can understand it without reading the full thread or listening to the call. You set it up in the Spinoco desktop app, choose which interactions it runs on, and control how the summary is written. Use this guide to create a Summarizer agent and conf...

Wingman reviews every interaction your team handles using specialized agents that work together as a single pipeline. Each agent handles one part of the review and adds its own layer of information to the record. Every interaction passes through all configured agents as one pipeline, and Wingman runs this on 100% of interactions. Each agent produces...

Ask permissions let you control which users can access Ask AI features within your team.  Use this guide to learn how to enable Ask permissions for individual users. Select Team and then the settings icon.  Click the edit icon next to the user you’d like to assign Ask permissions to. If not already configured, under User’s permissions, check Reports...

An Extractor is the Wingman agent that pulls key entities out of each interaction — names, dates, amounts, and other details that matter to your business. You set it up in the Spinoco desktop app, choose which interactions it runs on, and define what to extract. Use this guide to create an Extractor agent and configure it. To create an Extractor age...

Ask AI answers questions about your Spinoco data in plain language. Ask about your team, customers, and performance, and get a response drawn from your workspace activity—without building a report or setting filters. Use this guide to learn how to start Ask conversations and ask effective questions.  Ask a question Go to Report and select the Ask AI...

Spinoco automatically creates a task for missed calls, so you always know who’s following up. If a task is assigned to you, it’s resolved as soon as you return the call or when the customer calls back and gets an answer. This keeps everything organized and ensures no missed calls go unanswered. Tip: If you’re new to tasks, check out the Get started ...

As your business changes, you may need to adjust how a Wingman agent works — refining its instructions, changing which interactions it runs on, or turning it off for a time. Use this guide to edit or disable a Wingman agent on the desktop app. Edit an agent Editing an agent lets you update any part of its configuration. Go to Settings.  Select the W...

Wingman automatically analyzes your conversations and surfaces its results directly.  Use this guide to learn where to view and interact with Wingman results in your conversations.  Note: Populated results depend on the type of agent run and whether you're looking at a call, a chat, or an email. Wingman result types Wingman produces several types of...

Every interaction your team handles carries information worth keeping — the reason a customer called, what you promised, how the conversation went. Most of it is never recorded. Wingman is Spinoco's AI review layer: it looks at every interaction your team handles and turns each one into structured, usable information. Use this guide to learn what Wi...

Somewhere in your past calls, emails, and messages is the answer to most of the questions you'd ask about your customers. Ask provides those answers in plain language. Use this guide to learn what Ask is, how it works, and where its answers come from. What is Ask? Ask answers questions about everything your business has heard. You ask in plain langu...

Testing lets you see how a Wingman agent handles real interactions. Testing works the same way for every agent type. Use this guide to test a Wingman agent on the desktop app. Note: Before you begin, copy the link of the task you want to test. In Communication, open the task and click Copy link. Keep the link handy — you'll paste it during the test....

Hashtags are customizable labels you can apply to tasks in Spinoco to categorize, track, and report on work.  Use this guide to learn how to apply hashtags and close a task. For more general information, see our Getting Started with hashtags on the desktop app guide. Note: Hashtags are managed by your administrator. Contact them to add, remove, or a...

Every task in Spinoco has a header that displays the same key information regardless of task type. Use this guide to understand each element in the task header and what you can do with it. Close the task view The Close button dismisses the task panel from the side of your screen. Subscribe to a task The Subscribe checkbox controls whether or not you...

Hashtags are labels you can apply to tasks in Spinoco. They help your team categorize, track, and report on work in a way that fits your exact needs. Use this guide to understand what hashtags are and how they are used across your tasks. What is a hashtag? A hashtag is a predefined tag that can be applied to a task. Hashtags are fully customizable —...

Ask AI lets you get quick answers and insights through a conversational chat interface. Use this guide to learn how to manage your chat history. Manage your chat history Select Report and then the Ask AI icon.  From your chat list, you can: Open a chat — click it. Rename or archive a chat — click the more options icon next to it. Search chats — ente...