Help Center

AI Meeting Analytics Overview

AI Call Analytics automatically analyze your recorded calls to provide insights into conversation quality, engagement, and overall effectiveness. These insights help you understand what’s working well and where there’s room for improvement — without manually reviewing recordings.

What Are Call Analytics?

Call Analytics are AI-generated insights created after a call is recorded and transcribed. LeadCenter currently provides three types of analytics:

• Sentiment Analysis — Evaluates the overall emotional tone of the conversation (positive, neutral, or negative) and explains what influenced the rating.
• Participation Metrics — Shows who spoke, how long they spoke, and overall engagement dynamics.
• Meeting Scorecard — Scores the call against your custom scorecard template (for example: discovery questions, recommendations, and next steps).

How Analytics Are Generated

Analytics can be generated automatically or manually, depending on your workflow.

Automatic Analytics (Recommended)

When enabled in your calendar settings, analytics are generated automatically after each call is recorded and transcribed.

1. Go to Calendars.
2. Click the Settings (gear icon) for the calendar.
3. Scroll to the Claudia AI (Meeting Assistant) section.
4. Enable the analytics you want:
   • Meeting sentiment analysis
   • Participation metrics
   • Meeting scorecard
5. Click Save.

Once enabled, analytics will be generated automatically for all future recorded calls on that calendar.

Manual (On-Demand) Analytics

You can also generate analytics for a specific call at any time.

1. Open the Contact record.
2. Go to the Calls tab.
3. Find the recorded call.
4. Click the three dots menu (⋮).
5. Select the analytics you want to generate.

Where to Find Your Analytics

Once generated, analytics appear as notes on the contact record. Each analytics type creates its own note.

• Sentiment Analysis Note — Shows the overall sentiment rating and supporting context.
• Participation Metrics Note — Displays talk time percentages and engagement insights.
• Scorecard Note — Shows item-by-item scoring with coaching feedback.

You will also receive an email notification when analytics are ready.

Why Use Call Analytics?

For Self-Improvement

• Identify conversation patterns over time
• Understand whether you’re talking too much or too little
• Get objective feedback without re-listening to calls

For Team Coaching

• Review call quality across team members
• Identify coaching and training opportunities
• Maintain consistent call standards

For Client Relationships

• Spot negative sentiment early
• Ensure key topics are consistently covered
• Document call quality for compliance

Requirements

Before analytics can be generated, the call must be:

• Recorded — The AI meeting assistant must capture the call
• Transcribed — Transcription must be enabled and completed

Make sure Meeting Transcription is enabled in your calendar settings.

Learn More

• Sentiment Analysis — How sentiment scoring works
• Participation Metrics — Understanding talk time and engagement
• Meeting Scorecards — Creating and using scorecard templates