Automatically analyze call recordings: Difference between revisions
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*Enable '''Automatically transcribe call recordings''' | *Enable '''Automatically transcribe call recordings''' | ||
*Then enable '''Automatically analyze 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. | *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'''. | *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.