Overview
The Analysis Settings
page lets you customize how your AI assistant analyzes conversations after they happen. These settings control lead qualification, conversation summaries, and recommended next steps.
These settings are optional. Your assistant will use sensible defaults if you don’t customize them. They’re most useful for businesses with specific workflows or criteria.
Custom Qualification Instructions
Override your AI assistant’s default lead qualification logic. This is useful if you only want to qualify leads that meet specific criteria.
Example: Return 'qualified' if the user provides any contact info and expresses interest in a membership. Return 'unqualified' if they do not provide enough information to determine if they are interested. Return 'member' if they are already a member. Do not return any values other than qualified, unqualified, or member.
Custom Summary Instructions
Define how your AI assistant summarizes conversations in the portal. This can help tailor summaries to your sales or support workflow.
Example: Summarize the conversation in 1-3 sentences focusing on important info that gym staff will need to assist the user further. Always provide a summary, but if the user does not say anything, then return 'no response from user'.
Custom Next Steps Instructions
Control what your AI assistant recommends as next steps at the end of a conversation.
Example:
Analyze the conversation and determine if we need to take any of the following next steps and please provide all next steps to take:
1. Knowledge base update: if missing information, provide what details we need to add to the knowledge base to assist future users.
2. User follow-ups: if we need to get back to the user for any reason, explain why.
We recommend testing a few conversations after making changes to Analysis Settings to ensure the qualification, summaries, and next steps reflect your workflow.
