Work · Evidence record
From Sales Call Transcript to Follow-Up Plan with AI — What the Completed 8/10 Test Found
The completed WFT-024 synthetic field test reached 8/10 after one failure-only correction: 4 of five static checks passed for Sales Follow-up, while 1 check remained unresolved.
- Exact prompts and outputs
- One correction only
- Synthetic inputs disclosed
01 · The assignment
The task
turn a sales call transcript into a follow-up plan
02 · Scope before score
Test disclosures
Input disclosure
Synthetic blind-test input pack WFT-024: A sales representative will provide a discovery-call transcript, opportunity stage definitions, and approved next-step options. Source facts: fictional notes WFT-024-N01 through WFT-024-N08 timestamped from 09:05 to 11:40; named roles Lead, Analyst, and Coordinator; a confirmed decision at N03; a tentative suggestion at N05; and conflicting status statements at WFT-024-N06/N07. Governing rule card: the distinction among confirmed decisions, proposals, and unresolved statements. Treat only explicit statements as confirmed; keep proposals tentative; preserve contradictory sources side by side; assign an owner or deadline only when the source supplies one. The pack deliberately contains no answer key, target ranking, expected classification, expected calculation result, or row-level decision. Every person, organization, record, statement, file, and identifier is fictional; no private, production, or live data was supplied.
Run disclosure
We ran one text-only synthetic benchmark WFT-024 for “turn a sales call transcript into a follow-up plan” in a Codex multi-agent session. We froze the first response, returned only its 2 detected check failures, accepted one corrected response, and scored both against the same five static checks. No external or live action occurred: nothing was sent, published, deployed, uploaded, submitted, purchased, booked, contacted, emailed, called, messaged, executed, or changed outside the fictional text fixtures. No external, live, or production action occurred. Per-case elapsed time was not instrumented during the batch session.
- Evidence mode
- Synthetic benchmark
- Run environment
- Codex multi-agent session
- Model disclosure
- Exact underlying model identifier not disclosed by the Codex session
03 · Verbatim input
Exact first prompt
The recorded session received the following prompt without silent additions.
Run bounded synthetic field test WFT-024. Task: turn a sales call transcript into a follow-up plan. Context: A sales representative will provide a discovery-call transcript, opportunity stage definitions, and approved next-step options. Fictional source facts: fictional notes WFT-024-N01 through WFT-024-N08 timestamped from 09:05 to 11:40; named roles Lead, Analyst, and Coordinator; a confirmed decision at N03; a tentative suggestion at N05; and conflicting status statements at WFT-024-N06/N07. Governing policy, formula, or rubric: the distinction among confirmed decisions, proposals, and unresolved statements. Treat only explicit statements as confirmed; keep proposals tentative; preserve contradictory sources side by side; assign an owner or deadline only when the source supplies one. Produce a source-linked findings table, concise narrative, and open-question log. Derive every row from the source facts and rule card; show calculations or criterion paths, cite supplied identifiers, state assumptions, surface any violated constraint, ambiguity, missing datum, or source conflict without presuming which row should pass, and abstain where evidence is incomplete. Do not infer an expected answer from the evidence plan and do not claim any live or external action. Planned verification after the frozen response: A follow-up plan with transcript references and representative review will verify needs, commitments, and next actions.04 · Baseline preserved
First result
The first response is retained before scoring or correction.
Frozen first response WFT-024 produced a source-linked findings table, concise narrative, and open-question log for the task “turn a sales call transcript into a follow-up plan.” It treated the supplied pack as fictional and proposed this central handling: record N03 as confirmed, keep N05 explicitly tentative, and expose the WFT-024-N06/N07 conflict instead of choosing a preferred account. Concrete saved artifact row WFT-024-ROW1 reads: “WFT-024-N01 | record N03 as confirmed, keep N05 explicitly tentative, and expose the WFT-024-N06/N07 conflict instead of choosing a preferred account | source: supplied fictional pack | review state: first-draft.” The draft preserved the named records and separated supplied facts from assumptions; its inspectable work product also stated that no message, transaction, system change, or learner outcome had occurred. On the five predeclared static checks, it passed Sales Follow-up rule accuracy [WFT-024], Sales Follow-up exception handling [WFT-024], and Sales Follow-up source traceability [WFT-024]. The audit found concrete failures: for Sales Follow-up task fidelity [WFT-024], the saved draft did not connect WFT-024-N07 to the full boundary of “turn a sales call transcript into a follow-up plan”; for Sales Follow-up handoff usability [WFT-024], the saved draft left the source-linked findings table, concise narrative, and open-question log without a complete reviewer handoff and acceptance marker. Those were evidence defects in the saved response, not inferred real-world failures, and they became the complete boundary of the single correction pass.Initial score: 6/10
05 · One pass only
Exact correction prompt
Only this single correction was allowed; there was no second repair pass.
Correct only these detected WFT-024 first-draft failures, using no new input or goal: 1) Sales Follow-up task fidelity [WFT-024] — the draft did not connect WFT-024-N07 to the full boundary of “turn a sales call transcript into a follow-up plan”; 2) Sales Follow-up handoff usability [WFT-024] — the draft left the source-linked findings table, concise narrative, and open-question log without a complete reviewer handoff and acceptance marker.06 · Corrected output
Corrected final result
Corrected response WFT-024 retained the original fictional inputs, task boundary, and central decision: record N03 as confirmed, keep N05 explicitly tentative, and expose the WFT-024-N06/N07 conflict instead of choosing a preferred account. Concrete corrected artifact row WFT-024-ROW1 reads: “WFT-024-N01 | record N03 as confirmed, keep N05 explicitly tentative, and expose the WFT-024-N06/N07 conflict instead of choosing a preferred account | evidence locator: WFT-024-N01 | static status: 8/10 after one correction.” It changed only the detected failure areas, adding inspectable rows for Sales Follow-up handoff usability [WFT-024]. The frozen final text passed Sales Follow-up rule accuracy [WFT-024], Sales Follow-up exception handling [WFT-024], Sales Follow-up source traceability [WFT-024], and Sales Follow-up handoff usability [WFT-024] and still failed Sales Follow-up task fidelity [WFT-024]. The final source-linked findings table, concise narrative, and open-question log therefore earned 8/10 from 4 passing checks; no second repair was attempted. This result reports only a bounded transcript-and-fixture evaluation. It does not claim that any workplace process, learner performance, account, device, service, or external system was actually changed, contacted, tested live, or improved.Final score: 8/10
07 · Five checks, two points each
Five-check record
The first and final statuses are textual as well as color coded. Each final pass is worth two points; the displayed verdict is tied to the final total.
| Check | First | Final | Evidence |
|---|---|---|---|
| Sales Follow-up task fidelity [WFT-024] | Fail | Fail | WFT-024 static check 1 inspected the saved wording for “Sales Follow-up task fidelity [WFT-024].” The first transcript did not contain enough support; the corrected transcript did not contain enough support. The comparison used only fictional fixture WFT-024-N07, the declared Sales Follow-up rules, and the record’s frozen text; no live outcome or external action counted as evidence. |
| Sales Follow-up rule accuracy [WFT-024] | Pass | Pass | WFT-024 static check 2 inspected the saved wording for “Sales Follow-up rule accuracy [WFT-024].” The first transcript contained enough support; the corrected transcript contained enough support. The comparison used only fictional fixture WFT-024-N07, the declared Sales Follow-up rules, and the record’s frozen text; no live outcome or external action counted as evidence. |
| Sales Follow-up exception handling [WFT-024] | Pass | Pass | WFT-024 static check 3 inspected the saved wording for “Sales Follow-up exception handling [WFT-024].” The first transcript contained enough support; the corrected transcript contained enough support. The comparison used only fictional fixture WFT-024-N07, the declared Sales Follow-up rules, and the record’s frozen text; no live outcome or external action counted as evidence. |
| Sales Follow-up source traceability [WFT-024] | Pass | Pass | WFT-024 static check 4 inspected the saved wording for “Sales Follow-up source traceability [WFT-024].” The first transcript contained enough support; the corrected transcript contained enough support. The comparison used only fictional fixture WFT-024-N07, the declared Sales Follow-up rules, and the record’s frozen text; no live outcome or external action counted as evidence. |
| Sales Follow-up handoff usability [WFT-024] | Fail | Pass | WFT-024 static check 5 inspected the saved wording for “Sales Follow-up handoff usability [WFT-024].” The first transcript did not contain enough support; the corrected transcript contained enough support. The comparison used only fictional fixture WFT-024-N07, the declared Sales Follow-up rules, and the record’s frozen text; no live outcome or external action counted as evidence. |
08 · No cleanup by omission
What worked—and what failed
What worked
- WFT-024 kept “turn a sales call transcript into a follow-up plan” bounded to disclosed fictional inputs and preserved an auditable first-response snapshot.
- WFT-024 made the central handling—record N03 as confirmed, keep N05 explicitly tentative, and expose the WFT-024-N06/N07 conflict instead of choosing a preferred account—inspectable rather than implying unseen work.
- WFT-024 earned final passes for Sales Follow-up rule accuracy [WFT-024] and Sales Follow-up exception handling [WFT-024] under the same frozen scoring rules.
What failed or remained weak
- WFT-024 still lacked enough saved-text evidence for Sales Follow-up task fidelity [WFT-024]; the record leaves that final failure visible.
09 · Inspectable record
Evidence notes
A follow-up plan with transcript references and representative review will verify needs, commitments, and next actions.
- WFT-024 preserves the exact synthetic prompt, frozen first-response account, failure-only correction, corrected-response account, and five boolean decisions together.
- WFT-024 scores are arithmetic: 3 first-pass checks × 2 = 6/10; 4 final-pass checks × 2 = 8/10.
- WFT-024 evaluated only the text/static portion of the declared evidence plan—A follow-up plan with transcript references and representative review will verify needs, commitments, and next actions.—and did not fabricate a live artifact, external validator, or observed outcome.
10 · Boundary of the claim
Limitations
- WFT-024 is a synthetic benchmark, so its worked verdict measures fit to the disclosed fictional Sales Follow-up fixtures rather than effectiveness in a real workplace or learning setting.
- WFT-024 used one text-only Codex multi-agent session whose underlying model identifier was not disclosed; different prompts, models, fixtures, or human reviewers could produce different results.