Switch it on
Call insights are off until you switch them on, for each agent: Agents → the agent → Voice → Call insights. After each answered phone or WhatsApp call, the call is read once and noted (Playground, share-link and website calls are not read, so your own tests are never counted or charged):- How it ended — converted, interested, call back, promise to pay, not interested, no decision, wrong person, do not call. Converted means the customer agreed to what the call was for: bought, booked, paid, signed up.
- The objections — in the customer’s own words (“The EMI is too high”, “Call me after salary day”), each with its kind: price, timing, trust, not a fit, no need, not their decision, uses someone else.
- Why a no was a no — price, timing, trust, not a fit, already has one.
- What is broken on your side — a payment link that does not open, a double charge, an app login that fails.
- The next step — a callback, a promised payment, details to send, a visit, or a lead ready for sales, with the day (and time) agreed.
The Insights page
Insights in the sidebar, for the last 7, 30 or 90 days, for every agent or one:- Answered calls read, Converted (and its share), and how many are to follow up.
- How calls ended, Why the no’s were no’s, the objections by kind and the ones said most often, and what is broken on the customer’s side, with examples.
- The follow-up list — every next step not yet done, the oldest due first, overdue ones in red. Open goes to the conversation; Done takes it off the list for everybody. Each contact shows once, with the step their latest call settled: a later call replaces an earlier step.
On each call
Open a call in Usage and its first tab shows the summary and the insight: how it ended, why not, the objections, problems on the customer’s side, and the next step. Through the API and webhooks,insights comes on call.analysed, Get Call and Get Call Analysis: outcome,
noReason, objections and issues (each { text, kind }), and nextStep (kind, at, note, status,
followedUpAt). status is open while the step is on the follow-up list, done once someone marked it Done, and
replaced when a later call with the same contact settled a newer step. insights is null when the agent’s Call
insights is off, or for a call that was not read.
Only what the customer actually said is noted: nothing is guessed, and a date the call did not settle is left empty.
When a call’s content is deleted, its insights go with it.