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.