Custom AI analysis

Turn your own business questions into AI analysis fields

Start from 27 ready-made templates or describe a new question in plain words. The AI answers it for every conversation you analyse, and the answers become columns, charts and filters.

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Standard reports don’t know your business

A travel agency wants to know which destinations people ask about. A course centre wants to know why enquiries don’t book a trial lesson. The answers are in the chats, but no ready-made report asks those questions.

A field in the editor

A field in the editorSample data

Name

Why the order didn’t happen

Answer type

ChoiceMultiple choiceTextScore 1–10Yes / No

Instruction for the AI

If the customer asked about a product but didn’t order, choose the main reason. If there was an order or it isn’t clear, choose “Not clear”.

Options

PriceDelivery timeSize not availableNo reply from usNot clear

After analysis

  • Price38%
  • Delivery time24%
  • Size not available17%
  • No reply from us12%
  • Not clear9%
Illustration with made-up data, laid out like the dashboard.

How a question becomes a field

In the dashboard, open Analytics → Create custom field:

  1. Name it and write the instruction

    Say what the AI should look for and what to do when the chat doesn’t mention it.

  2. Choose the answer type

    Choice, multiple choice, text, score from 1 to 10, or yes/no. Choice types work best for charts and filters.

  3. List the options

    For choice fields, add the possible answers and, if useful, a short explanation for each.

  4. Run the analysis

    Select the conversations and start. Each analysed chat gets an answer for every enabled field.

  5. Use the answers

    Filter the conversation list, see the distribution as a chart and export everything to Excel.

27 ready-made templates

Grouped into basics (summary, customer request, category, sentiment, resolved), sales (lead temperature, deal stage, next message, objections, competitors, lost reason and more), service quality and voice of the customer. Turn on the ones you need and edit them like your own.

Example fields for three businesses

Hypothetical examples to show the idea — not customer results.

Travel agency

  • Destination asked about ChoiceTurkey · UAE · Georgia · Other · Not mentioned
  • Travel dates TextDates or month the customer mentions
  • Quote with price sent Yes / NoDid we send a concrete price?

Online store

  • Why the order didn’t happen ChoicePrice · Delivery time · Size not available · No reply · Other
  • Product asked about TextName or link of the product
  • Delivery question Yes / NoDid the customer ask about delivery?

Education centre

  • Course of interest ChoiceEnglish · IT · Exam prep · Other
  • Concerns before enrolling Multiple choiceSchedule · Price · Level · Location
  • Ready for a trial lesson Yes / NoDid the person agree to a trial lesson?

Why fields, not one-off questions

Comparable answers

The same question is asked the same way of every conversation.

Counts, not anecdotes

Choice answers add up into charts you can track over time.

Works with the rest

Choice and yes/no fields become filters, and every field is a column in the Excel export.

Good to know

  • Answers are AI assessments based on the conversation text. If the chat doesn’t contain the information, the answer stays empty — add an option such as “Not mentioned” for choice fields.
  • Changing a field’s instruction or options means the next run reads the whole conversation again, which counts toward your analysis limit.
  • There is no free-form chat with the AI: you ask questions by defining fields.

Questions and answers

How many custom fields can I add?

There is no separate limit on fields. What is limited is the number of messages analysed per month, depending on your plan.

Can I edit the ready-made templates?

Yes. Once a template is turned on it becomes a field in your workspace, and you can change its name, instruction and options.

Does a new field apply to chats analysed earlier?

Not automatically. Run the analysis again on those chats; because the set of fields changed, they are read in full and counted toward the limit.

See which customers are still waiting

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