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 parameters are sent to the Lead’s comment, then the associated Contact will also display this comment.
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:
Default 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. |