Glossary/Calls and texts

Cited finding

A specific observation about a conversation, paired with the source passage and the limits of what that passage establishes.

Use this definition in team training or when clarifying a sales note.

Definition

A cited finding has an observation and a pointer. “The customer asked about cancellation at 01:12” describes the observation; the timestamp and recording identify the evidence. A message finding uses the relevant message or passage instead of a time in audio.

The pointer alone is an evidence citation. The finding adds a claim that the reader can test against it. If the recording is incomplete or only one speaker is audible, that limit belongs beside the observation.

Why it matters

Keep “none found in the material reviewed” separate from “did not happen.” A cited excerpt can establish that a promise was made without establishing whether it was later kept. This distinction helps a manager ask a useful question before turning an incomplete record into a judgment about someone’s work.

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