|
| 1 | +--- |
| 2 | +title: "Call Analysis" |
| 3 | +sidebarTitle: "Call Analysis" |
| 4 | +description: "At the end of the call, you can summarize and evaluate how it went." |
| 5 | +--- |
| 6 | + |
| 7 | +The Call Analysis feature allows you to summarize and evaluate calls, providing valuable insights into their effectiveness. This feature uses a combination of prompts and schemas to generate structured data and success evaluations based on the call's content. |
| 8 | + |
| 9 | +You can customize the below in the assistant's `assistant.analysisPlan`. |
| 10 | + |
| 11 | +## Summary Prompt |
| 12 | + |
| 13 | +The summary prompt is used to create a concise summary of the call. This summary is stored in `call.analysis.summary`. |
| 14 | + |
| 15 | +### Default Summary Prompt |
| 16 | + |
| 17 | +The default summary prompt is: |
| 18 | + |
| 19 | +```text |
| 20 | +You are an expert note-taker. You will be given a transcript of a call. Summarize the call in 2-3 sentences, if applicable. |
| 21 | +``` |
| 22 | + |
| 23 | +### Customizing the Summary Prompt |
| 24 | + |
| 25 | +You can customize the summary prompt by setting the `summaryPrompt` property in the API or SDK: |
| 26 | + |
| 27 | +```json |
| 28 | +{ |
| 29 | + "summaryPrompt": "Custom summary prompt text" |
| 30 | +} |
| 31 | +``` |
| 32 | + |
| 33 | +To disable the summary prompt, set it to an empty string `""` or `"off"`: |
| 34 | + |
| 35 | +```json |
| 36 | +{ |
| 37 | + "summaryPrompt": "" |
| 38 | +} |
| 39 | +``` |
| 40 | + |
| 41 | +## Structured Data Prompt |
| 42 | + |
| 43 | +The structured data prompt extracts specific pieces of data from the call. This data is stored in `call.analysis.structuredData`. |
| 44 | + |
| 45 | +### Default Structured Data Prompt |
| 46 | + |
| 47 | +The default structured data prompt is: |
| 48 | + |
| 49 | +```text |
| 50 | +You are an expert data extractor. You will be given a transcript of a call. Extract structured data per the JSON Schema. |
| 51 | +``` |
| 52 | + |
| 53 | +### Customizing the Structured Data Prompt |
| 54 | + |
| 55 | +You can set a custom structured data prompt using the `structuredDataPrompt` property: |
| 56 | + |
| 57 | +```json |
| 58 | +{ |
| 59 | + "structuredDataPrompt": "Custom structured data prompt text" |
| 60 | +} |
| 61 | +``` |
| 62 | + |
| 63 | +## Structured Data Schema |
| 64 | + |
| 65 | +The structured data schema enforces the format of the extracted data. It is defined using JSON Schema standards. |
| 66 | + |
| 67 | +### Customizing the Structured Data Schema |
| 68 | + |
| 69 | +You can set a custom structured data schema using the `structuredDataSchema` property: |
| 70 | + |
| 71 | +```json |
| 72 | +{ |
| 73 | + "structuredDataSchema": { |
| 74 | + "type": "object", |
| 75 | + "properties": { |
| 76 | + "field1": { "type": "string" }, |
| 77 | + "field2": { "type": "number" } |
| 78 | + }, |
| 79 | + "required": ["field1", "field2"] |
| 80 | + } |
| 81 | +} |
| 82 | +``` |
| 83 | + |
| 84 | +## Success Evaluation Prompt |
| 85 | + |
| 86 | +The success evaluation prompt is used to determine if the call was successful. This evaluation is stored in `call.analysis.successEvaluation`. |
| 87 | + |
| 88 | +### Default Success Evaluation Prompt |
| 89 | + |
| 90 | +The default success evaluation prompt is: |
| 91 | + |
| 92 | +```text |
| 93 | +You are an expert call evaluator. You will be given a transcript of a call and the system prompt of the AI participant. Determine if the call was successful based on the objectives inferred from the system prompt. |
| 94 | +``` |
| 95 | + |
| 96 | +### Customizing the Success Evaluation Prompt |
| 97 | + |
| 98 | +You can set a custom success evaluation prompt using the `successEvaluationPrompt` property: |
| 99 | + |
| 100 | +```json |
| 101 | +{ |
| 102 | + "successEvaluationPrompt": "Custom success evaluation prompt text" |
| 103 | +} |
| 104 | +``` |
| 105 | + |
| 106 | +To disable the success evaluation prompt, set it to an empty string `""` or `"off"`: |
| 107 | + |
| 108 | +```json |
| 109 | +{ |
| 110 | + "successEvaluationPrompt": "" |
| 111 | +} |
| 112 | +``` |
| 113 | + |
| 114 | +## Success Evaluation Rubric |
| 115 | + |
| 116 | +The success evaluation rubric defines the criteria used to evaluate the call's success. The available rubrics are: |
| 117 | + |
| 118 | +- `NumericScale`: A scale of 1 to 10. |
| 119 | +- `DescriptiveScale`: A scale of Excellent, Good, Fair, Poor. |
| 120 | +- `Checklist`: A checklist of criteria and their status. |
| 121 | +- `Matrix`: A grid that evaluates multiple criteria across different performance levels. |
| 122 | +- `PercentageScale`: A scale of 0% to 100%. |
| 123 | +- `LikertScale`: A scale of Strongly Agree, Agree, Neutral, Disagree, Strongly Disagree. |
| 124 | +- `AutomaticRubric`: Automatically break down evaluation into several criteria, each with its own score. |
| 125 | +- `PassFail`: A simple 'true' if the call passed, 'false' if not. |
| 126 | + |
| 127 | +### Customizing the Success Evaluation Rubric |
| 128 | + |
| 129 | +You can set a custom success evaluation rubric using the `successEvaluationRubric` property: |
| 130 | + |
| 131 | +```json |
| 132 | +{ |
| 133 | + "successEvaluationRubric": "NumericScale" |
| 134 | +} |
| 135 | +``` |
| 136 | + |
| 137 | +## Combining Prompts and Rubrics |
| 138 | + |
| 139 | +You can use prompts and rubrics in combination to create detailed instructions for the call analysis: |
| 140 | + |
| 141 | +```json |
| 142 | +{ |
| 143 | + "successEvaluationPrompt": "Evaluate the call based on these criteria:...", |
| 144 | + "successEvaluationRubric": "Checklist" |
| 145 | +} |
| 146 | +``` |
| 147 | + |
| 148 | +By customizing these properties, you can tailor the call analysis to meet your specific needs and gain valuable insights from your calls. |
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