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Analyst Tool

Powerful generative Q&A that analyses conversations, insights, or topic sets using your prompts.

Written by Rob Dumbleton
Updated over 2 weeks ago

Levels of Analysis:

  • Conversation Level: Analyst uses the full call transcript - great for granular review, extracting quotes, or action items.

  • Insight/Topic Set Level: Analyst uses summarized insights; limited to 500 max per analysis (samples intelligently if more).

How-To:

  1. Select a conversation, insight set, or topic set.

  2. Click โ€œAsk the Analyst.โ€

  3. Choose prompt from library (or enter custom).

  4. Analyst generates output - read, copy, or share as needed.

Best Practices:

  • For detailed action lists or verbatims, use conversation level.

  • For trend analysis or summary, use insights/topic level.

  • For >500 insights, break into smaller topic sets.

Limitations:

  • Will not pull verbatim quotes or transcript details at insight/topic level.

  • Must use conversation analysis for exact statements.

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