03 / AI CONVERSATION ANALYSIS

Turn customer conversations
into useful insights.

Analyse calls and emails from enabled sources. Add Messenger and Instagram context where connected, and surface what matters to your team.

ILLUSTRATIVE CONVERSATION EXCERPT CALL / EMAIL
“
We want to see which campaigns bring enquiries, but our team copies call notes manually. Could we review how this connects to our CRM?
Stated customer needOperational frictionSuggested next step

Illustrative example, not a real customer call. AI suggestions need team review; recording requires appropriate notice and a legal basis.

HOW IT OPERATES

Beyond transcripts. Context your team can use.

Selected conversations can be summarised into needs, objections and next steps for review.

01 / CAPTURE

Enabled audio & text sources

Selected calls and emails. Connected Messenger and Instagram threads can add context where supported.

02 / EXTRACT

Contextual AI analysis

AI can highlight stated requirements, objections and follow-ups. The team reviews the suggestions.

03 / SHARE

CRM context & follow-up

Summaries and next steps can be shared with CRM records or activities when connectivity and rules are configured.

WHAT A USEFUL SUMMARY CONTAINS

A reviewable note, not a black box.

The goal is to help a colleague understand what happened in an enabled conversation without searching through an entire recording or thread.

01

Customer needs

Capture stated requirements, product interest, deadlines and questions — based on what the customer actually said.

02

Objections and unresolved issues

Highlight mentioned price concerns, timing problems or service friction for a person to assess.

03

Agreements and next steps

Prepare a follow-up summary and proposed actions; share them with CRM only where a suitable connection is configured.

AI-generated analysis can be incomplete or incorrect. Your team remains responsible for reviewing important information and decisions. See how notes reach CRM
COMMERCIAL CONTEXT

Where conversation analysis supports the team.

Review useful signals without replaying every conversation.

SALES

Deal progression & next steps

Review stated timelines, customer questions and follow-ups. CRM actions depend on setup.

CUSTOMER EXPERIENCE

Friction & retention signals

Spot expressed frustration or unresolved issues for staff review, not churn predictions.

GROWTH

Expansion & cross-sell cues

Notice stated interest in additional services or future needs, not guaranteed sales.

DISTINCT MODULES

Analysis and AI assistance play different roles.

Conversation analysis helps people review customer interactions. The AI voice assistant is a separate module for selected phone calls.

NEXT STEP

See what your customer conversations reveal.

Explore summaries, needs and follow-ups in a focused demo. We’ll confirm which channels and CRM connections fit your setup.