Analyze call data
Post-call management is the center for outbound call data analysis and value mining. After an outbound task is completed, you can view call records, analyze call performance, and review AI-generated customer tags and conversation summaries to help you quickly identify target customers and improve sales conversion efficiency.
Access: After logging on to the console, select Post-call Management in the left-side navigation pane.
Filter target customers
The global time range filter at the top of the page controls the data display range for all data. You can use it to review recent performance, compare different scenarios, and perform targeted analysis.
Interpret macro data
Below the time range, three core metrics are displayed to help you quickly evaluate outbound call performance within the selected time period:
|
Metric |
Description |
Calculation |
|
Total calls |
The total number of calls made within the selected time period |
Includes all calls (connected, not connected, powered off, etc.) |
|
Average connection rate |
The percentage of calls that were successfully connected |
Connected calls ÷ Total calls |
|
Average call duration |
The average duration of connected calls |
Total duration of all connected calls ÷ Connected calls |
Data interpretation suggestions:
-
Connection rate < 20%: This may be caused by poor customer list quality or inappropriate outbound call timing. We recommend that you optimize the customer list or adjust the call schedule.
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Average duration < 30 seconds: Customers hang up quickly, which may indicate that the script is not engaging enough or the opening statement needs to be optimized.
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Average duration 1-3 minutes: Normal communication. The Outbound AI employee is able to conduct effective conversations with customers.
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Average duration > 5 minutes: High-intent customers. Priority follow-up is recommended for conversion.
Analyze performance trends
The trend chart below the data dashboard shows changes in call duration and connection rate over time, helping you:
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Identify patterns in outbound call performance fluctuations.
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Discover peak and off-peak business periods.
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Compare outbound call quality across different time periods.
View call records
Below the performance trend chart, detailed information for each call is displayed in a table format. The table supports search, filtering, pagination, and export. The call record list includes the following:
View call details
Click View Details in the call record list to open the call details side drawer. The details page contains the following modules:
|
Module |
Feature |
Description |
|
Call recording player |
Play, pause, progress bar |
Used for call quality inspection, customer objection analysis, and new employee training |
|
Call transcript |
Automatic speech-to-text via ASR |
Displayed in conversation bubbles for quick reading and issue identification |
|
Basic information |
Displays call metadata |
Customer information, call time period, call duration, digital agent voice |
|
Tags |
Supports AI recognition and manual modification |
View and edit customer intent tags automatically identified by AI |
|
Call notes |
Supports AI-generated summaries and manual editing |
Add key information (such as budget and decision maker) and record next steps |
Edit customer tags
After AI automatically identifies customer intent, tags are applied to call records. You can modify the tags based on actual conditions:
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Common tag types: Initial intent, purchase stage, customer issue, not purchased - interested, explicitly declined, etc. These tags are built into the system and cannot be added or removed at this time.
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Editing steps: In the call details page, locate the Tags module, click the Edit button, select the correct tag or add a new tag, and then save the changes.
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Follow-up suggestions:
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Positive purchase intent (high intent): Follow up within 48 hours
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Initial intent (follow-up needed): Follow up within 1 week
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Not purchased but interested: Contact again after 1 month
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Customer issue: Resolve the issue and then transfer to sales
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Explicitly declined: No further follow-up
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Export call data
On the right side of the call record list, click the Export Details button. The system exports all call records that match the current filter conditions in Excel format for sales follow-up and data analysis.