Success evaluation
Automatically determine whether a call achieved its goal. When enabled, the AI evaluates each completed call and marks it as successful or unsuccessful based on your criteria. You can customize the evaluation prompt to match your specific objectives. Default behavior: Evaluates whether the call met the agent’s stated objectives (e.g., booked a meeting, qualified a lead, resolved an issue). Custom prompt example: “The call is successful if the contact agreed to a follow-up meeting or expressed clear interest in our product.”Summary generation
Generate a concise summary of every call. When enabled, each call gets an automatic summary that includes:- Key discussion points
- Outcomes and decisions
- Action items
- Any notable details
Call disposition
Automatically classify the outcome of each call into a category. Disposition categories:| Category | Description |
|---|---|
| Interested | Contact expressed interest |
| Not Interested | Contact declined or showed no interest |
| Appointment Booked | A meeting was scheduled |
| Follow-Up Required | Needs another touchpoint |
| Wrong Number | Reached the wrong person |
| Voicemail | Left a voicemail |
| Do Not Call | Contact requested no further calls |
| Other | Doesn’t fit other categories |
Data extraction
Extract structured data from conversations automatically. This is useful for pulling out specific information that your team needs.Adding extraction fields
- Click Add Field under Data Extraction
- Configure the field:
| Setting | Description |
|---|---|
| Name | Field identifier (e.g., “budget”, “timeline”) |
| Type | Text, Number, or Yes/No |
| Description | What the field captures (e.g., “The contact’s monthly budget”) |
- The agent extracts this data from every call
Field types
| Type | Output | Example |
|---|---|---|
| Text | Free-form string | ”Q3 2025” |
| Number | Numeric value | 5000 |
| Yes/No | Boolean | Yes |
Use cases
- Budget — Extract the contact’s stated budget (Number)
- Decision timeline — When they plan to make a decision (Text)
- Has authority — Whether they’re the decision maker (Yes/No)
- Pain points — Main challenges mentioned (Text)
- Competitor — Any competitor names mentioned (Text)
