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Managing Analysis Configurations

Analysis Configurations are the control center for your automated analysis. They define which events trigger which set of analysis fields.

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Accessing Configurations

You can manage your configurations by navigating to Settings -> Analysis -> Configurations. This page (/settings/analysis/configurations) displays a table listing all your existing configurations.
You can toggle between showing only Active configurations and showing All (including inactive ones) using the checkbox typically found above the table.

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Creating a New Configuration

  1. Click the “New Analysis” button (usually located in the page header or near the table).
  2. The “New Analysis Configuration” modal appears.
  3. Fill in the required fields:
    • Name: A descriptive name (e.g., “SDR Qualification Call Review”, “Post-Demo Follow-up Generation”).
    • Type: Select the overall analysis category. Standard is the most common.
    • Mode: Choose the type of event this configuration will primarily analyze:
      • Call: For analyzing call transcripts.
      • Document: For analyzing uploaded documents or notes.
      • Opportunity: For analyzing opportunity stage changes (less common for direct content analysis, often used for triggering aggregate reports or specific stage-based actions).
  4. Click “Create”. You will be redirected to the detail page for the newly created configuration.

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Editing a Configuration

Click on a configuration name in the table to navigate to its detail page. Click the “Edit” button to modify settings:
  • Name: Rename the configuration.
  • Active: Toggle this switch to enable or disable the configuration. Inactive configurations will not run automatically.
  • Mode: This is typically immutable after creation. If you need to change the mode, create a new configuration.
  • Filter Template: Define or modify the rules that determine if this configuration runs for an event. See Filters & Eligibility for details.
  • Custom Preface (Optional): Add specific high-level instructions or context that will be included before the standard prompts for all fields within this configuration. Use sparingly.
  • Score Eligibility Questions: Add or modify questions used to determine if a scored event should be skipped. See Filters & Eligibility.
Remember to click “Save” after making changes.

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Linking and Unlinking Analysis Fields

An Analysis Configuration is only useful when linked to Analysis Fields.
  • Linking Fields:
    1. On the configuration detail page, find the “Analysis Fields” section (usually a table).
    2. Click the “Add Field” button.
    3. A modal or drawer will appear, listing available fields that are not already linked to this configuration.
    4. Select the desired field(s). You can usually search or filter this list.
    5. Click “Add Fields” (or similar).
  • Unlinking Fields:
    1. In the “Analysis Fields” table on the configuration detail page, find the row for the field you want to remove.
    2. Click the Trash Icon or a similar “Remove” action.
    3. Confirm the removal. This only removes the link between the configuration and the field; it does not delete the field itself.

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Running Analysis Manually

While configurations typically run automatically on new events, you can manually trigger an analysis for recent events, which is useful for testing or backfilling.
  1. On the configuration detail page, click the “Run for Recent Calls” button (or similar, depending on the config’s Mode).
  2. A modal appears.
  3. Specify the Number of Recent Events (e.g., calls) to analyze (usually capped, e.g., 25).
  4. Choose whether to Send Email Notifications if applicable.
  5. Click “Run Analysis”.
Manual runs typically only apply to the configuration’s primary Mode (e.g., Calls for a Call-mode config). Ensure the configuration is Inactive before running manually if you don’t want it to also run automatically.
Next: Filters & Eligibility