Automatically analyze call recordings: Difference between revisions

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*Identify mentions of competitors
*Identify mentions of competitors
*Generate data tags and a report with this data
*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'''.

Revision as of 12:05, 27 May 2025

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.