Gain Insights with AI Call Analyst

Planfix AI can auto-transcribe voice messages and call recordings, then analyze the text to highlight key points. When enabled, it creates a default “Call analysis” data tag and writes results – like keywords, tone, outcome, and next steps – back to structured fields and a report. You can also add custom fields or provide additional instructions to tailor what the AI extracts for your process.

From each transcribed call, Planfix AI can capture keywords, overall tone, outcome status, incidents or critical issues, and recommended next steps. These insights are stored as data tags and surfaced in a ready-made report or the client record, so managers can review results without replaying audio and teams can act on structured data immediately. You can extend the schema with your own fields for more granular analysis.

Transcripts greatly speed review, but they’re not perfect records. Planfix AI analyzes transcribed audio (not raw files) and fills supported field types; accuracy depends on audio quality and context. For high-stakes topics, combine AI output with human review and use custom fields/instructions to guide what matters most. You can also run manual analysis from the comment menu if needed.

Yes. The analyzer can detect frequently used phrases (keywords), assess overall tone/mood, classify call outcomes, and flag incidents. It then summarizes findings and saves them to a report or client card, enabling coaching and quality control. You can further customize which signals to track via additional instructions and data tags, and trigger conditional analysis through scripts when only certain calls should be evaluated.

Planfix AI supports speech recognition and transcription in multiple languages and can work alongside the built-in AI Translator for multilingual communication, glossary terms, and tone settings. While the Help Center doesn’t publish a fixed list of speech-to-text languages, Planfix’s articles note multi-language support; translation modules cover broad language pairs via OpenAI/Google integrations. For your stack, test a few recordings and set translator rules to match your markets.

Yes. After transcription, Planfix AI can summarize conversations, extract key points, and write structured results to fields and a report or the client card. This lets teams skim outcomes, track follow-ups, and report by tags without relistening. You can augment summaries with custom fields (e.g., objections, competitor mentions) and automate when summaries run via scenarios or scripts tied to telephony events.