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Managing Analysis Fields

Analysis Fields represent the individual tasks your AI performs, like scoring a specific skill or extracting a piece of information.

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Accessing Fields

Manage your fields via Settings -> Analysis -> Fields. This page (/settings/analysis/fields) shows a table of all defined fields in your system.
You can toggle viewing disabled fields using the checkbox above the table.

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Creating a New Field

While you can initiate field creation here, the recommended workflow involves using the Chat Editor for defining the crucial prompt components (Instructions, Directions, etc.).
  1. Click the “New Field” button.
  2. The “New Field” modal appears.
  3. Name: Give the field a clear, descriptive name (e.g., “Competitor Mentions”, “Demo Quality Score”, “Pain Point Summary”).
  4. Type Selection: Choose whether this field will be a Score or a Value.
    • Score: For evaluating performance against a rubric.
    • Value: For extracting information or generating text.
  5. Purpose (description): This is critical! Clearly describe the goal of this field. What insight should it provide? What action should it drive? The AI uses this purpose heavily when helping you write the prompts in the Chat Editor.
    • Good Example: “Identify all competitor names mentioned during the call and summarize the context of the mention (e.g., comparison, current usage, considered alternative).”
    • Less Effective Example: “List competitors.”
  6. Click “Create”.
After creating the basic field structure:
  1. Navigate to the newly created field’s detail page (you might be redirected, or find it via Settings -> Analysis -> Fields).
  2. Click “Create Draft” and choose “Edit Field”.
  3. Follow the workflow outlined in the Chat Editor Guide to collaboratively define the Instructions (or Rubric), Directions, Definitions, etc., with the AI assistant, leveraging the Purpose you defined.
  4. Test the draft using the Draft Tester.
  5. Deploy the draft once you’re satisfied.

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Viewing Field Details

Clicking a field name in the table takes you to its detail page. Here you can view:
  • Field Title Section: Name, any Draft status, and actions (like Create Draft).
  • Content Editor Tabs: View the live, deployed Purpose, Instructions/Rubric, Directions, Definitions, etc. These are read-only here; edits must be done via Drafts.
  • Dependencies: (If applicable) Fields that this field relies on, or fields that rely on this one.
  • Associated Configurations: A table showing which Analysis Configurations currently use this field.
  • Drafts: A table listing all existing drafts for this field.
  • Linked Knowledge Documents: View and manage Knowledge Documents providing context.
  • Linked Custom Fields: View CRM fields linked for context.
  • Analysis Results: Tables showing recent Calls or Documents where this specific field was analyzed, displaying the results.
Always use the Draft Workflow (ideally with the Chat Editor) to make changes to field prompts (Instructions, Rubrics, Directions). Directly editing live fields is not supported to ensure stability and allow for testing.
Next: Analysis Field Prompting Guide