It brings together all summaries, coaching feedback and conversations into a single interface where you can ask questions, generate summaries, uncover patterns, and even visualize trends.
This guide helps you understand what’s possible, then gives you ready-to-use prompts based on your role.
What Can You Do with AI Analyst?
You can ask the AI things like:
“Which objections were raised in our deals last month?”
“Compare speaking time between AEs and prospects in QBRs.”
“Show filler word trends across the CS team. Who improved?”
“Summarize all mentions of pricing in our Sales calls.”
“Which deals had no clear next steps documented?”
You’ll also get:
Deep Search across all conversations, summaries and feedback
Automatic charts for numerical insights
Threaded summaries across recurring meetings
Smart suggestions grounded in call content, not guesswork
Admins
Admins can use the AI Analyst to analyze performance and trends across the org. Think enablement, coaching, feedback loops, not just CRM hygiene.
1. Identify Top Feedback Topics
Prompt:
Summarize recurring product feedback mentioned by customers across all Sales and CS meetings in September.
2. Extract Filler Word Insights by Team
Prompt:
Compare filler word usage across Sales and Success teams. Highlight top 3 speakers per team and improvement over time.
3. Chart Weekly Meeting Volume
Prompt:
How many meetings were recorded per team last week? Group by department and visualize in a bar chart.
4. Enablement Content from Objection Handling
Prompt:
Find coaching moments where reps misunderstood objections. Extract quotes and add timestamps.
Managers
Managers can uncover what top reps do differently, ensure consistent workflows, and turn AI into a team coach.
1. Deal Risk Signals
Prompt:
Find meetings where next steps or stakeholder names were not mentioned clearly.
2. Winning Pattern Analysis
Prompt:
Compare closed-won and closed-lost deals from Q3. What behaviors or topics were different in the winning ones?
3. Rep Coaching Opportunities
Prompt:
List reps with the highest filler word usage or lowest prospect talk ratio last month. Add meeting examples.
4. Personalize AI Coaching
Prompt:
Create a feedback message for a rep who didn’t summarize the agenda at the start of 3 recent calls.
Users
Reps can get fast insights from their own meetings, prep better, and improve performance on their own terms.
1. Objection Review
Prompt:
Show all objections raised in my meetings last week. Add timestamp ranges.
2. Self-Coaching Insights
Prompt:
What filler words did I use in this meeting? Suggest 2 ways I can improve next time.
3. Meeting Prep Summary
Prompt:
Summarize what was discussed in the last 3 calls with this customer, including challenges and open questions.
Tips for Better Prompts/Messages
Be specific about what you want: timeframes, fields, speaker roles.
Use clear intent verbs: “Compare,” “List,” “Summarize,” “Visualize,” etc.
Ask for charts when analyzing numeric trends (e.g. “Show in bar chart”).