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AI Analysis

Understanding the AI-generated insights, summaries, and recommendations from your calls

AI Analysis

After every recorded call, Aura's AI analyzes the conversation to provide actionable insights. Get summaries, scores, key moments, and coaching recommendations—all automatically generated.

What AI Analysis Provides

┌─────────────────────────────────────────────────────────────────────────────┐
│                           AI ANALYSIS OVERVIEW                               │
├─────────────────────────────────────────────────────────────────────────────┤
│                                                                              │
│  ┌────────────────────────────────────────────────────────────────────────┐ │
│  │  CALL SUMMARY                                                          │ │
│  │  30-minute discovery call. Discussed their current pain points with    │ │
│  │  existing CRM. Strong interest in automation features. Budget          │ │
│  │  confirmed. Decision timeline: Q2. Next step: Product demo.            │ │
│  └────────────────────────────────────────────────────────────────────────┘ │
│                                                                              │
│  ┌──────────────────┐  ┌──────────────────┐  ┌──────────────────┐          │
│  │   OVERALL SCORE  │  │   KEY MOMENTS    │  │   OBJECTIONS     │          │
│  │                  │  │                  │  │                  │          │
│  │      78/100      │  │    5 identified  │  │   2 handled      │          │
│  │    ████████░░    │  │                  │  │                  │          │
│  └──────────────────┘  └──────────────────┘  └──────────────────┘          │
│                                                                              │
│  ┌────────────────────────────────────────────────────────────────────────┐ │
│  │  APEX FRAMEWORK SCORES                                                 │ │
│  │  Rapport: 85  Discovery: 78  Qualification: 72  Presentation: 80     │ │
│  │  Objection Handling: 75  Close: 65  Next Steps: 88                    │ │
│  └────────────────────────────────────────────────────────────────────────┘ │
│                                                                              │
└─────────────────────────────────────────────────────────────────────────────┘

Analysis Components

Call Summary

AI-generated overview of the call:

What it includes:

  • Call duration and type
  • Main topics discussed
  • Key decisions made
  • Prospect's situation
  • Agreed next steps

Example:

"32-minute discovery call with Jane from TechCorp. Discussed their challenges with current project management tool—specifically around team collaboration and reporting. Jane confirmed budget authority and a Q1 timeline. Main concern is migration complexity. Agreed to schedule a demo with their team lead next week."

Overall Score

Single number representing call quality:

Score RangeRatingMeaning
80-100ExcellentStrong performance across all areas
70-79GoodSolid performance with minor gaps
50-69Needs WorkNotable improvement areas
0-49PoorSignificant coaching needed

7-Stage Framework Scores

Detailed scoring across 7 sales stages. See 7-Stage Framework for full details.

Key Moments

Significant timestamps identified:

Moment TypeExample
Pain point mentioned"Our biggest issue is..." [5:23]
Budget discussed"We have $50k allocated" [12:45]
Objection raised"My concern is..." [18:30]
Commitment made"Let's schedule a demo" [28:15]
Competitor mentioned"We're also looking at X" [21:00]

Objections Identified

Concerns raised during the call:

  • What the objection was
  • When it occurred
  • How it was handled (if at all)
  • Category/type

Coaching Recommendations

Specific improvement suggestions:

Example recommendations:

  • "Spend more time on discovery before presenting solutions"
  • "Address the pricing concern earlier with value framing"
  • "Secure a specific next step date, not just 'next week'"

Viewing Analysis

Call Detail View

Access full analysis:

  1. Go to Calls
  2. Click on a completed call
  3. Scroll to AI Analysis section

Analysis Tabs

TabContent
SummaryCall overview and key points
Scores7-stage framework breakdown
MomentsTimeline of key events
ObjectionsConcerns and handling
CoachingImprovement suggestions

Jump to Moments

Click any key moment to:

  • Jump to that timestamp in recording
  • See surrounding transcript
  • View in context

Understanding Scores

How Scores Are Calculated

AI evaluates against best practices:

  1. Transcript analysis: What was said
  2. Pattern matching: Sales methodology alignment
  3. Outcome indicators: Buying signals, objections, commitments
  4. Behavioral cues: Questions asked, listening ratio

Score Factors

Each Apex stage considers multiple factors:

Example: Discovery Score (78/100)

  • Open-ended questions asked: ✓
  • Pain points uncovered: ✓
  • Current situation explored: ✓
  • Impact of problem discussed: Partial
  • Stakeholders identified: ✗

Improving Scores

Focus on:

  • Methodology adherence
  • Complete coverage of each stage
  • Active listening indicators
  • Clear next steps

Analysis Timing

When Analysis Runs

Analysis begins after:

  1. Call ends
  2. Recording uploaded
  3. Transcript generated

Processing Time

StepDuration
Recording upload1-5 min
Transcription2-10 min
AI Analysis2-5 min
Total5-15 min

Notifications

Get notified when analysis is ready:

  • In-app notification
  • Email (if enabled)
  • Zapier trigger: AI Review Complete

Using Insights

For Self-Coaching

After each call:

  1. Review your scores
  2. Watch flagged moments
  3. Read coaching suggestions
  4. Apply to next call

For Team Coaching

Managers can:

  1. Review team members' calls
  2. Identify patterns
  3. Use specific examples
  4. Track improvement over time

For Deal Strategy

Use insights for:

  • Understanding prospect concerns
  • Planning follow-up approach
  • Preparing proposals
  • Coaching through deals

Accuracy Considerations

What AI Does Well

  • Identifying topics discussed
  • Recognizing objections
  • Spotting buying signals
  • Evaluating question quality

Limitations

  • Context from before the call
  • Industry-specific nuance
  • Relationship history
  • Non-verbal communication

Human Review

AI analysis is a starting point:

  • Review flagged items
  • Add your own context
  • Override when appropriate
  • Provide feedback

Analysis in Reports

Individual Metrics

Track your own trends:

  • Score trends over time
  • Common improvement areas
  • Winning patterns

Team Analytics

Compare across team:

  • Average scores by rep
  • Team-wide improvement areas
  • Top performer patterns

In Analytics Dashboard

Find AI insights in:

  • Performance tab: Rep scores
  • AI Insights tab: Score trends
  • Objections tab: Objection patterns

API Access

Get Analysis Data

query GetCallAnalysis($id: ID!) {
  call(id: $id) {
    analysis {
      overallScore
      summary
      apexScores {
        stage
        score
        feedback
      }
      keyMoments {
        timestamp
        type
        description
      }
      objections {
        text
        timestamp
        handled
        category
      }
      coaching
    }
  }
}

Best Practices

Maximize Accuracy

  • Ensure good audio quality
  • Speak clearly
  • Let AI learn your style
  • Provide feedback on analysis

Use Effectively

  • Review soon after call
  • Focus on actionable items
  • Track trends, not single scores
  • Combine with your judgment

Coaching with AI

  • Use specific timestamps
  • Focus on patterns
  • Celebrate improvements
  • Set score goals

Troubleshooting

Analysis Not Appearing

  1. Check call status (must be "attended")
  2. Wait for processing (up to 15 min)
  3. Verify recording exists
  4. Refresh the page

Scores Seem Wrong

  1. Review the transcript
  2. Check audio quality
  3. Consider context AI can't see
  4. Provide feedback

Missing Objections

Not all concerns are flagged:

  • May be subtle
  • May use unusual phrasing
  • Review transcript manually

Next Steps

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