Timeline

The “Timeline” tracker detects phrases that indicate schedules, milestones, due dates, or expected completion times. By capturing these references, teams gain insights into how often and when timelines are discussed—whether setting expectations with a customer, outlining project delivery dates, or confirming task durations.

Who Benefits:

• Project Managers & Team Leads: Identify recurring time references to plan workloads, adjust delivery timelines, and improve team coordination.
• Sales & CX Teams: Understand customers’ timing expectations or constraints, enabling proactive management and better satisfaction.
• Business Managers & Strategists: Spot patterns in timeline-related discussions, guiding process improvements, product updates, or resource allocation.
• Compliance Officers: Ensure that promised timelines or regulatory deadlines are accurately communicated and tracked, maintaining compliance and trust.

Value Proposition:

• Clarity & Predictability: Highlighting when timelines are mentioned aids in aligning schedules, meeting deadlines, and reducing uncertainty.
• Efficiency & Scalability: Structured JSON output feeds into dashboards, enabling trend analysis and proactive interventions.
• Continuous Improvement: Insights from timeline mentions guide iterative refinements to planning methodologies, communication strategies, and team responsiveness.

Data Dictionary

Objective:

Detect phrases in the conversation that reference timelines, deadlines, or scheduling. The tracker returns occurrences of matched phrases, along with timestamps and confidence. This data helps teams understand how often timing and due dates surface in discussions.

Proposed JSON Schema:

{
  "trackers": [
    {
      "name": "Timeline",
      "matches": [
        {
          "text": "<string>",
          "timestamp": "<ISO 8601 or relative time>",
          "confidence": <number> // 0.0 to 1.0
        }
      ]
    }
  ]
}

Data Dictionary:

If No Matches Found:
If no timeline references are detected, return an empty matches array for "Timeline" or omit the tracker. If no trackers match at all, return:

{
  "trackers": []
}

Determining Confidence & Thresholds

How the Timeline Tracker Works:

• Seed the tracker with phrases representing timeline or scheduling concepts (e.g., "by next week," "end of the month," "within 24 hours," "deadline").
• The system generalizes these seed phrases to find semantically similar statements.
• Confidence indicates how clearly the detected phrase relates to discussing a timeline or deadline.

Confidence & Calibration:

• Initial Testing: Validate against known calls to ensure detected phrases accurately represent timeline references.
• Refine Phrases: Add or remove seed phrases as business processes change or new time-related terminologies emerge.
• Thresholding: Downstream users can filter low-confidence matches if needed.
• Stakeholder Feedback: Incorporate input from PMs, CX leads, or compliance officers to refine what timeline references matter most.

Prompt Construction & Instructions

Role Specification & Reiteration:

• Present the system as a “highly experienced assistant” identifying timeline mentions.
• Reiterate instructions: return only JSON, no extra commentary, follow schema.

No Hallucination:

• Only detect timeline mentions if supported by transcript evidence.
• If uncertain, assign lower confidence or omit matches.

Strict Formatting:

• Return only JSON with trackers.
• If none found, return empty trackers.

Example Prompt for Implementation

System Message (Role: System):
"You are a highly experienced assistant that identifies 'Timeline' mentions in a conversation. You have:

• A transcript
• A 'Timeline' tracker defined by seed phrases indicating deadlines, due dates, or schedules.

Your task:

1. Detect phrases where the conversation references a timeline or schedule.
2. Return text, timestamp, and confidence.
3. Return only JSON as per the schema, no extra commentary.

Instructions & Variables (example):

{
  "tracker": {
    "name": "Timeline",
    "phrases": [
      "by next week",
      "end of the month",
      "within 24 hours",
      "deadline is",
      "complete by tomorrow"
    ]
  }
}

User Message (Role: User):
"Analyze the following transcript and detect 'Timeline' mentions:

[TRANSCRIPT_JSON][TRANSCRIPT_JSON]"

Expected Output Format:

{
  "trackers": [
    {
      "name": "Timeline",
      "matches": [
        {
          "text": "We need to have this done by end of the month.",
          "timestamp": "2024-07-10T14:00:00Z",
          "confidence": 0.9
        }
      ]
    }
  ]
}