AI Data Export

With the export of conversation intelligence data to our major integrations, you can easily attach relevant call information to tickets or deal pipelines without having to leave your working platform of choice.

In addition to other exported data, call exports from conversation intelligence users will include:

Your company must have conversation intelligence enabled to use these features, and call recording must be enabled in order for data to be populated.

Exported data in Salesforce has custom fields for better organization. Calls log as activities in Salesforce, and exported tasks and/or cases are associated with these calls. All conversation intelligence fields in Salesforce are marked with AI in the name.

Some data fields in cases are different from those shown in tasks, but all AI related fields are shown in both export types.

For HubSpot, Pipedrive, and Zendesk, exported call data is grouped together for agents and managers to use for gathering additional context about a call that took place. Conversation intelligence data will be separated under the AI Conversation Intelligence Details heading, so agents can easily distinguish it from user-added notes and other data.

If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!