Conversation AI
Search every call transcript, see what customers are saying, and set the phrase rules that flag signals.
Where to find it
AI agents › Conversation AI
Open this screen
Steps
- Open AI agents › Conversation AI. The page is titled Conversation intelligence.
- Read the tiles: Signal categories, Calls with signals, Accounts at churn risk (and AI requests (30d) for managers).
- Search a phrase under Search every transcript.
- Read What customers are saying (last 30 days), Call these first and Churn risk.
- Managers: open the Automatic review tab, or press Rescan transcripts after changing rules.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Signals / Automatic review | The two tabs. Automatic review is shown to managers. | — |
| Rescan transcripts | Matches every stored transcript against the current rules again (managers). | — |
| Search every transcript | Finds calls whose transcript contains your words. | — |
| What customers are saying | Each signal with its type, the number of calls and the number of mentions over the last 30 days. | — |
| Call these first | Contacts ranked by likelihood to buy, with the reasons. Shown when there are any. | — |
| Churn risk | Won deals going quiet, with the reason. Shown when there are any. | — |
| Signal rules | The phrase rules that create signals. | — |
Troubleshooting
“No AI provider is configured.”
Everything here still works from transcripts; only summaries and drafting fall back to assembled text until the platform operator sets a key.
“No signals yet — signals appear once calls have transcripts.”
Signals come from transcripts; they appear after calls with transcripts.
Tips
- Signals fire because the words were said; nothing is inferred, and you can see which rule matched.
Good to know
- Rules, Rescan transcripts and Automatic review are for managers; everyone can search and read.
Related how-tos
- Search call transcripts Find the calls in which a phrase, a competitor or a promise was said, and read the transcript.
- Set the signal rules Decide which words in a call raise a signal such as an objection, a competitor or a buying signal.
- Call quality See every AI agent call scored after it ends, find weak calls, and coach the agent.
- Reports See how your calls are going, from half-hour intervals and agent scorecards to reports you build, save and send by email.