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Smart Call Analysis

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What It Does

• Extract key information from conversations (names, phone numbers, appointment preferences)
• Categorize call types and customer intents
• Generate summaries of each conversation
• Capture custom business data points you define
• Create reports on call patterns and customer needs

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When to Use

• Businesses needing detailed call records and analytics
• Sales teams tracking lead information and conversion data
• Service businesses collecting customer preferences and requirements
• Healthcare practices documenting patient information and symptoms
• Any business wanting to improve operations through call data insights

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How to Configure

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Basic Setup

1. Navigate to Connections → Smart Call Analysis
2. Click Add New Analysis Field
3. Define what information to extract from calls
4. Set the output format and field name

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Analysis Field Types

• Template Type: “Call Summary”
• Captures: Overall conversation overview
• Format: Text paragraph
• Example Output: “Customer called to reschedule dental cleaning appointment due to work conflict”

• Template Type: “Sales Data”
• Captures: Budget, timeline, decision maker status
• Format: JSON object
• Example Output: {"budget": "$5000-10000", "timeline": "next 30 days", "decision_maker": true}

• Template Type: “Contact Data”
• Captures: Names, phone numbers, email addresses
• Format: Structured data
• Example Output: {"name": "John Smith", "phone": "+1234567890", "email": "john@email.com"}

• Template Type: “Service Data”
• Captures: Service type, urgency, preferred dates
• Format: Text or JSON
• Example Output: “Plumbing repair needed - kitchen sink leak, urgent, available weekdays”