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Conversation AI

Conversation AI

Roles:
AdministratorSupervisor
License:
Conversation AI

Use Conversation AI Insights to understand rep behavior, keyword trends, coaching activity, and engagement across conversations.

Available Conversation AI reports

Etiquette and coaching

Conversation topics

Activity and impact

Accessing reports

  1. Log in to the Revenue app.
  2. Click Insights.
  3. Select Conversation AI under the Select Product filter (optional).
  4. Select the report you want to view.

When you update filter values, click Refresh so the report reflects your selections. Most reports can be downloaded: hover over the results, then select the cloud icon to download as .csv, .xlsx, or .json.