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.

With custom fields
Add your fields to the analytics object (currently supports String, Text, List of values ). Planfix AI will try to fill in the fields depending on the context. For example: "Reason for refusal" field will be filled if AI detects one in the conversation "Keywords" field contains frequently used phrases.

With Additional Instructions
Fill in the Additional instructions field in the settings to guide the analysis. You can specify: Which details are important What to look out for Which fields have priority And more

Conditional analysis of transcribed calls

If you need more flexibility when analysing call recordings — for example, to analyse only specific calls or to apply different analysis rules depending on the context — use scripts with the event: Call recording transcribed and task meets the condition In the script you can:

• Define the required conditions
• Add the Analyse call transcription action
• Attach the corresponding data tag and provide additional instructions for the analysis