Help Centre
SALES CALL ANALYZER

Analysis

How to read stage breakdowns, AI feedback, and marketing insights from your analyzed call.

After your call is analyzed, you get a detailed breakdown with stages, coaching feedback, and marketing insights. This page explains what each part means.

How to Open Your Analysis

Click Sales Call Analyzer in the left menu.
Find your call in the list.
Click the call to open its detail page.

Status Indicators

At the top of the page, you will see the current status:

StatusWhat It MeansWhat to Do
ProcessingThe recording or transcript is being analyzedWait for it to finish
CompletedThe analysis is done and ready to readOpen it and review
FailedSomething went wrong during processingCheck the error message and try re-submitting

Stage Analysis

The AI splits your call into stages. The stages are different depending on the call type you picked when you submitted.

Stages by Call Type

Call TypeStages
Discovery CallIntro, Frame, Questions, Transition, Close
Sales CallIntro, Present the Growth Plan, Partnership Options, Close
Interview CallIntro, Questions, Transition, Close
Podcast CallIntro, Questions, Transition, Close

What Each Stage Shows

Click on any stage to see more details:

  • Summary - What happened during this part of the call.
  • Quotes - Specific things said during this stage, pulled from the transcript.
  • Strengths - What you did well.
  • Improvements - What you could do better next time.

Stage Scores

If your workspace has evaluation frameworks turned on, each stage gets a score:

ScoreWhat It Means
80-100%You did a great job in this stage
60-79%Good, but there is room to improve
40-59%This stage needs work
Below 40%This is a big opportunity to get better

Transcript

The full transcript shows up with speaker labels (who said what). You can:

  • Search for specific words or phrases using the search bar.
  • Copy sections of text for your notes.
  • Jump to a stage by clicking on the stage blocks.

AI Feedback

The feedback section gives you specific coaching advice.

SectionWhat It Contains
Key StrengthsThings you did well. Keep doing these.
Areas for ImprovementSpecific techniques to practice.
Recommended Next StepsActions to take for this deal and for building your skills.
Overall ScoreA 0-100% performance rating (if frameworks are enabled).

Marketing Insights

The AI also pulls out business information the prospect mentioned:

InsightWhat It Captures
ChallengesPain points they talked about, with direct quotes
GoalsWhat they want to achieve
Previous SolutionsWhat they have tried before
ConcernsWorries or objections they raised
BudgetAny budget range or constraints mentioned
Decision ProcessTimeline, who else is involved
CompetitorsOther companies they mentioned
Engagement LevelHow interested the prospect seemed (low, medium, or high)

Custom Questions

If you typed in questions or notes when you submitted the call, the AI answers them in a separate section. Each question gets a response with relevant quotes from the transcript.

Exporting Your Analysis

Click the Actions menu on the call detail page.
Click Export Analysis.
The analysis downloads as a Markdown file.

The Markdown file includes call info, stage analysis, coaching feedback, marketing insights, and the transcript.

Note

Only Markdown export is available. There is no PDF or plain text export. To make a PDF, open the Markdown file in a text editor and use its print-to-PDF feature.

Creating a Growth Plan from a Call

You can turn a call analysis into a prospect growth plan:

Open the call detail page.
Click the Actions menu.
Click Generate Growth Plan.
Growth Plan Creator opens with data from the call already filled in.
Review everything and submit.

Something Not Working?

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