Transfer of AI Call Analytics Parameters
If AI call analytics is enabled in your project, AI analytics parameters can be passed in the comment of the Lead, Deal comments and/or a Contact entity. This is configured in the integration scenarios here:
You can add a comment either to the Lead or to the Deal — not both at the same time.
If the CRM has no entity to which the call analysis can be attached (e.g., no Deal linked to a Contact), then the analysis will not be sent to the CRM.
The call analysis is added as a comment and looks like this:
Parameters that will be passed if they are available in AI analytics:
Structured Call Summary (Summary):
Mood Analysis ("Client sentiment", "Employee sentiment", and "Sentiment analysis")
Should attention be given to the call Score
Structured Call Summary: Follow-up
Structured Call Summary: Next Steps
Call Card
The desired language of call analysis is configured in the AI profile:
Setting details are described here.
Call transcription (converting conversation to text) is not passed to the CRM. |