Automatically analyze call recordings

If this option is activated, Planfix AI automatically transcribes a call and analyses its content, highlighting key points. This allows you to quickly assess the outcome of a call without having to listen to the entire recording.

Use cases

Your team calls customers with a new offer, following a conversation script.

Planfix AI will:

• Detect whether the call was successful
• Recognizing the customer's interest in the delivery
• Identify mentions of competitors
• Generate data tags and a report with this data

How to set up

• Go to Account management — Planfix AI — Speech recognition
• Enable Automatically transcribe call recordings
• Then enable Automatically analyze call recordings
• Once activated, a default system data tag called Call analysis will be created, along with a related report.
• Currently, the following field types are supported:Line, Text, and List of values.

Call data tags

After the call is analyzed, Planfix AI automatically adds the default data tag:

• Date of analysis
• Employee
• Contact
• Call subject
• Keywords
• Overall tone of the conversation
• Call outcome status
• Any incidents or critical issues
• Recommended next steps

You can add your custom fields to the call data tag.

How it works

There are three levels at which you can use call analysis:

Basic
No configuration needed — Planfix AI fills in the default Call Analysis object automatically when the option is enabled.