Create a Custom Tab for Post-Call Analysis

The post-call analysis feature allows you to automatically extract key information following your calls. This data can then be used to improve your sales, marketing, or support processes.

In this article, learn how to customize your post-call analysis by adding new tabs.

Access the Post-Call Analysis Page

To access this feature:

1. Go to Settings > AI Customization > Post-call Analysis.

2. You will find:

   • The default post-call analyses (such as Reasons for call, Key questions, Issues raised, etc.).

   • A section dedicated to All customized post-call analyses.
     
     

3. Click the Create a tab button in the top right.

Creating a New Tab

Once on the creation page (see the first screenshot), follow the steps below:

1. Tab Name

Enter a title that summarizes what this tab will contain. This allows for quick and structured analysis.

Examples:

• Raised objections

• Reasons for refusal

• Mentioned products

• Client budget

2. Description

In the description field, clearly indicate what the tab is supposed to analyze or detect in the conversation.

Examples:

• Identify objections raised by the client during the call.

• Extract spontaneously mentioned products.

• Detect whether a budget is mentioned by the speaker.

➡️ You can click on Refine with AI to generate or improve this description automatically.

3. Output Type

Select the expected data format here. This will impact how the results are displayed and used:

Saving

Once all fields are completed, click Save to create your custom tab.

It will then appear in the All customized post-call analyses section, where you can:

• Edit it ✏️

• Or delete it 🗑️ if needed.

✅ Best Practices

• Use a short but descriptive name.

• Stick to one idea per tab to make interpretation easier.

• Feel free to test different output formats depending on your use case.

• Combine several tabs to get a 360° view of the call.