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How it works

It starts with a conversation. It ends with a business that listens.

Spearfish attaches to the systems you already run, in the cloud and on premise. Every interaction becomes signal, joined to the data your business runs on. That layer is what your AI workers stand on.

The path, start to finish

Four steps from one interaction to outcomes across the business.

STEP 01

Connect to what you already have

Cloud, on premise, or a mix of both. Spearfish attaches on top and reads what is already there. No rip and replace, no migration, read-only to start.

Cloud

CCaaSVoice and digital
Chat and messagingWeb, SMS, social
Third party AI agentsBot handled contacts
CRM and ticketsCustomer records
Reviews and surveysPublic voice of customer

On premise

Legacy PBX and recordersAvaya, Genesys, NICE
On prem databasesSQL, Oracle, warehouse
Internal applicationsHomegrown workflows
Archived recordingsYears of stored audio
Email and case systemsExchange, ticketing

Bot handled interactions still count. When a vendor AI agent takes the conversation, the conversation is still signal. Automating a channel should never mean going blind on it.

STEP 02

Relate the conversation to the record

This is the join nobody else has. Which interaction belongs to which account, which claim, which order, and what the business already knew before the customer ever reached out.

Customer and accountWho they are, what they own
Policy and knowledgeRules in force that day
Billing, orders, claimsWhat actually happened
Workflow and processWhat the business did next
STEP 03

Apply signals

On every interaction, every day. Not a sample, not a scorecard, not a monthly export.

Reason for contact
Sentiment and effort
Resolution and outcome
Commitments made
Risk and disclosure
Repeat contact linkage
RESULT

The contextual intelligence layer

Conversation signal, joined to the data your business runs on.

Not a report and not a model. A living layer that gets deeper every day it runs, and belongs to you rather than to any one worker or vendor.

Always on

Every interaction, every channel, continuously. Coverage is not a setting.

Portable

Swap a worker, add a worker, change a vendor. The context stays yours.

Compounding

Each worker writes back into it, so the next one starts further ahead.

STEP 04

What the business gets

AI workers stack on that layer. Here is what comes out the other side.

Customer ServiceBecomes the intelligence center

The department everyone else comes to for answers instead of the one nobody looks at.

Sales / CRMBest rep DNA, churn caught early

The behaviors that win, made repeatable. The accounts at risk, surfaced while there is still time.

OperationsProcedures traced to root cause

Contact drivers ranked by what they cost to serve, tied back to the process that created them.

Compliance100% coverage, actions recommended

Evidence held together as one artifact instead of assembled under deadline.

MarketingVoice of the customer at scale

The exact language that confused people, fed back before the next spend cycle.

How the workers stack

The bottom tier never stops. Everything above it gets to assume.

TIER 01

Foundation workers

ALWAYS RUNNING · 100% OF INTERACTIONS · IN THE BACKGROUND

The tactical work that eats the day and produces nothing on its own. Research, data collection, summarization, and qualification. Spearfish handles it automatically, on every interaction, without anyone asking. Nobody logs into a new tool and nobody remembers to run anything. It is simply always done.

Research

Pulls the account, the history, and prior contacts into one place before anyone goes looking.

Data collection

Captures and enriches the record across every system involved in the interaction.

Summarization

Writes what happened and puts it where the next person will look for it.

Qualification

Categorizes, dispositions, and tags every interaction consistently, with no variation by person or shift.

TIER 02

Workers that read what tier one wrote

Because every interaction arrives already researched, summarized, and qualified, a worker on this tier spends its effort on explanation rather than collection. Take quality as the example. A Spearfish QA worker starts where scoring ends.

Drivers of positive outcomes

Which behaviors actually move a customer to resolved, retained, and satisfied.

Drivers of negative outcomes

Which ones lead to escalation, repeat contact, and churn, with the evidence attached.

Process failure, named as such

When the script was followed and the outcome still went wrong, the process is the finding.

Winning patterns, made teachable

The approach your top performers take, described specifically enough to coach.

TIER 03

Workers that leave the contact center

Once the drivers of positive and negative outcomes are established, the same layer answers questions that were never a contact center question to begin with. The signal enters once and reaches everyone with a reason to act on it.

Sales / CRMOperationsComplianceMarketing

The output

Every morning, one page. The 96% you can ignore and the 4% you cannot.

Coverage is only useful if somebody reads it. So the layer does the reading. Every day it clears the interactions that resolved the way they were supposed to, and brings forward only what changed, broke, or is about to.

96%Handled, resolved, nothing to review. Cleared automatically, still fully searchable.
4%Needs a decision today.

Illustrative proportion, not a measured customer result.

One sentence in the refund policy is generating calls
Evidence
23 interactions this week, all quoting the same clause back to the agent.
Recommended action
Rewrite the clause and the help article. Draft is ready.
Waiting on
Operations lead approval
An enterprise account changed tone across three calls
Evidence
Sentiment down on every contact since the billing change. Renewal in 41 days.
Recommended action
Route to the account owner with the three transcripts attached.
Waiting on
Account owner acknowledgement
A required disclosure was missed on six interactions
Evidence
One team, one shift, checked against the policy version in force that day.
Recommended action
Coaching note drafted, evidence packet assembled for the file.
Waiting on
Compliance review
A new objection appeared 41 times yesterday
Evidence
Language traced to last week's pricing page change. No enablement exists for it.
Recommended action
Response drafted for the team. Marketing notified with the exact phrasing.
Waiting on
Sales enablement approval

What happens next

It does not stop at telling you. It drafts the work and waits.

Every item on that page arrives with the action already prepared. The policy edit is written. The customer email is drafted. The coaching note exists. Nothing is sent until a person says so.

01 SeesDetects the pattern

Across every interaction, not the ones somebody thought to check.

02 ExplainsTraces the cause

Policy, process, product, or person, with the evidence held to it.

03 DraftsPrepares the action

The email, the article edit, the CRM update, the coaching note. Written and ready.

04 WaitsA person approves

Full context and evidence in front of them. Approve, edit, or decline.

You set where the line sits. High confidence, low risk actions can run automatically with guardrails. Everything above that line waits for a human, every time. We do not automate people. We give judgment something to work with.

Start with the problem that hurts most this quarter.

Connect the systems you already run, cloud or on premise. Start with one worker, on one problem, and let the layer build underneath it.