Saved recordings and transcripts
Save Call Audio
Turn on Save Call Audio to keep a playable recording for review in Conversation History. Use recordings to review the conversation, coach your team, and investigate call quality.Transcript Storage
Turn on Transcript Storage to keep the conversation transcript available in Conversation History for review, analysis, and follow-up. Both options are enabled by default for new agents. Choose the settings that fit your team’s review and privacy needs.AI Analysis
The built-in AI Analysis controls are:- Call Summary — generates a concise English recap after the conversation.
- User Sentiment — classifies the caller’s overall sentiment as
positive,neutral, ornegative.
interested, not_interested,
needs_followup, resolved, or unknown, and identifies the primary conversation language.
Results appear in Conversation History after processing. Very short conversations may not have
enough information for meaningful analysis.
If analysis fails, the conversation remains available and the result is marked unavailable rather
than blocking finalization.
Custom Analysis
Use Custom Analysis when the built-in summary and sentiment fields do not capture the business outcome you need. Examples include qualification, objections, next steps, disposition, or whether a customer provided a required detail.Organize analysis into categories
Create categories such asQualification, Objections, or Next steps. Categories can be
enabled or paused independently.
Add analysis items
Each item has a name, a prompt describing what to extract, and an answer format:- Free text for an explanation or concise extracted value.
- Predefined for a controlled list of options.
- Both when the item needs a selected option plus supporting text.