Skip to main content

​
Smart Call Analysis

Automatically extract valuable insights and data from every call to improve your business operations and customer understanding.

​
What It Does

Smart Call Analysis uses AI to automatically:
  • 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

​
When to Use

Essential For:
  • 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

​
How to Configure

ai smart call analysis

​
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

​
Analysis Field Types

Call Summary:
  • Template Type: “Call Summary”
  • Captures: Overall conversation overview
  • Format: Text paragraph
  • Example Output: “Customer called to reschedule dental cleaning appointment due to work conflict”
Lead Qualification:
  • 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}
Customer Information:
  • Template Type: “Contact Data”
  • Captures: Names, phone numbers, email addresses
  • Format: Structured data
  • Example Output: {"name": "John Smith", "phone": "+1234567890", "email": "[email protected]"}
Service Requests:
  • 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”
Smart Call Analysis transforms conversations into actionable business intelligence, helping you understand customers better and improve your operations automatically.