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
Status Indicators
At the top of the page, you will see the current status:
| Status | What It Means | What to Do |
|---|---|---|
| Processing | The recording or transcript is being analyzed | Wait for it to finish |
| Completed | The analysis is done and ready to read | Open it and review |
| Failed | Something went wrong during processing | Check 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 Type | Stages |
|---|---|
| Discovery Call | Intro, Frame, Questions, Transition, Close |
| Sales Call | Intro, Present the Growth Plan, Partnership Options, Close |
| Interview Call | Intro, Questions, Transition, Close |
| Podcast Call | Intro, 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:
| Score | What 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.
| Section | What It Contains |
|---|---|
| Key Strengths | Things you did well. Keep doing these. |
| Areas for Improvement | Specific techniques to practice. |
| Recommended Next Steps | Actions to take for this deal and for building your skills. |
| Overall Score | A 0-100% performance rating (if frameworks are enabled). |
Marketing Insights
The Marketing Insights tab shows business information the prospect mentioned:
| Insight | What It Captures |
|---|---|
| Pain Points & Challenges | Problems they talked about, with direct quotes |
| Goals & Objectives | What they want to achieve |
| Previous Solutions Tried | What they have tried before |
| Concerns & Objections | Worries or objections they raised |
| Success Metrics & KPIs | How they measure success |
| Budget Information | Any budget range or constraints mentioned |
| Decision Process | Timeline and key stakeholders |
| Competitive Landscape | Other companies or options they mentioned |
The Marketing Insights tab only appears when the AI found this kind of information in the call.
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
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: