Define custom data extraction from call transcripts.
LLM Model
Select model for analysis:
- OpenAI [GPT 4o Mini]: Fast, cost-effective
- OpenAI [GPT 4o]: More accurate analysis
Data Fields
Type
Data type to extract:
- Text
- Number
- Boolean
- Selector
- Array
Name
Field identifier (e.g., “summary”, “customer_sentiment”, “order_id”)
Instructions
Tell the AI what to extract:
Summary of discussion between agent and customer.
If no conversation found write N.A
- Lead Quality: “Rate the lead quality from 1-10 based on interest level”
- Next Action: “What follow-up action is needed?”
- Customer Sentiment: “Was the customer satisfied, neutral, or dissatisfied?”
- Order Details: “Extract order ID if mentioned”
Use post-call analysis to automatically populate your CRM, trigger workflows, or generate reports without manual review.
