Ask and case studies

Use Ask for a quick answer, and Case studies for a report you can share.

Ask

Type a question about your calls in plain language. Every claim in the answer has a numbered source, with the quote or call summary and a link to the call, so you can check it yourself.

Ask can also show how often something comes up and suggest coaching. From there, you can create training. Answers are not saved.

Case studies

A case study is a longer report on a set of calls.

1. Choose New case study.
2. Pick a goal, such as a general summary, drivers of dissatisfaction, call reasons or your own question.
3. Name the study, choose which calls to include, then start it.
4. Wait until the status says Ready, then read the report.

You can share a finished case study with Share. Clients open shared reports by link. An admin or the person who created the study can also turn on a public link. It leaves out quotes, call IDs, skill averages and check pass rates, but AI-written text can still name people, so read it before you share.