SEPTEMBER 2023 RELEASES
September 2023 Releases
Introducing Custom AI Analysis: Extract Data from Every Conversation
AI Agents can handle thousands of conversations a day.
Inside each of those conversations, there are dozens of signals that impact the outcome of each individual interaction, and ultimately, the overall performance of your sales and support outreach.
As AI conversations grow in richness and volume, however, it’s become harder to gather these signals at scale in a uniform, automated way.
The challenge isn’t just how you collect data, either. It’s about collecting the right data.
It’s easy to flag keywords in a transcript, but that doesn’t tell you whether a customer was frustrated, or if they were actually interested. Surface-level tagging can’t capture nuance, but LLMs can.
With Regal’s Custom AI Analysis, you can define exactly what data to extract from your AI interactions, doing so automatically, even at enterprise-level call volumes.
What Is Custom AI Analysis?
Custom AI Analysis uses a large language model (LLM) to analyze post-call transcripts and extract the data points you define as most important for reporting and actioning.
You can:
- Capture custom data points: Define what you want to extract (like interest level, use case, competitor mentions, region, or objection reasons).
- Action on data points directly in workflows: Personalize downstream actions with the custom data collected from the previous call.
- Analyze and improve at scale: Segment and report on call outcomes, conversation topics, customer sentiment, etc.
Customized, automated post-call analysis helps unlock the business intelligence buried in every conversation, including (but not limited to):
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Define the Call Signals that Drive Revenue
Custom AI Analysis lets you define data points (i.e. structured outputs) that capture what happened in the conversation, not explicitly how the agent performed.
For example:
- Identifying the language spoken (e.g., Spanish vs English).
- Detecting opt-out requests or competitor mentions.
- Flagging customer intent (“interested_in_financing”, “needs_callback”).
- Tracking which scripts or objection-handling flows were used and why.
While you can do some light QA with custom analysis (i.e. tracking disclaimer usage and script accuracy), your AI Agent performance measurement should generally be left to scorecards.
When defining data points, you can:
1. Choose from multiple data formats (Boolean, text, number, single-select, or multi-select).
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2. Either let the AI determine outputs from the conversation (via Text or Number data types), OR explicitly dictate the outputs you want to extract (via Single/Multi-State and Boolean data types).
For example:
- AI Determined Output: Detect if the caller mentions any competitor or brings up pricing concerns, and classify it as either “Competitor Comparison,” or “Pricing Concern.”
- Explicit Extraction: Capture when the caller specifically mentions “[Competitor] Premium Package” by name and output a Boolean value (Yes or No).
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Data points are reusable across agents:
Once defined, a data point isn’t tied to a single agent or workflow.
So, once you’ve created data points for common details like contact information and sentiment, you can apply them across any range of call types, whether it’s for a sales flow, support, or otherwise.
This ensures you’re measuring intent consistently in aggregate, no matter what agent or workflow the data is coming from (more on this later).
Personalize Follow-ups Based on Real Call Context
These custom data points integrate directly into Regal Customer Journeys.
They’re immediately actionable for personalizing follow-up outreach (again, carrying across as many agents or workflows as needed).
For example, on a prospecting call:
- If use_case = home policy bundle inquiry, then follow-up with a call or SMS highlighting home policy bundles and info on how to apply.
- If interest_level = Ready to Buy, route the next call to a licensed specialist.
- If competitor_mentioned = Yes, trigger an SMS designed to address competitive objections.
This turns every call into a self-optimizing feedback loop, meaning the data captured today improves tomorrow’s conversations automatically.
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Analyze Call Trends at Scale
Regal includes the data points gathered with Custom AI Analysis directly in the call.analysis.available event, so you can pinpoint exactly what happened in a single conversation (intent, objections, competitor mentions, or sentiment) and quickly identify where it succeeded or broke down.
That event would look something like:
"call_analysis": {
"no_ai": false,
"qualification_decision": "qualified",
"did_mention_competitor": true,
"follow_up_required": true,
"budget_confirmed": true,
"compliance_acknowledged": false
These call-level insights are rolled up into aggregate reporting, so you get macro-level performance insights that reveal patterns across entire workflows.
You can:
- Build reporting funnels to see where prospects drop off across different call flows.
- Segment performance by key topics (e.g., how pricing objections impact conversion rates).
- Understand distribution of conversation topics at scale (e.g., what percentage of calls mention competitors vs. product features vs. claims).
Instead of guessing what your customers care about, you know, because every call transcript is being turned into structured data.
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How does this drive action?
Example 1: Improve Value Positioning to Respond to Competitor Mentions
You know that calls with competitor mentions typically have lower conversion.
One thing you can do is track a “did_mention_CompetitorXYZ” data point.
When tracked across conversations, you find that calls where a competitor is mentioned have lower conversion rates.
Not only does this show how many times Competitor XYZ is mentioned, it points to a solution.
In that case, you could:
- Update the AI Agent’s prompt to include additional/stronger differentiators.
- Trigger follow-ups that directly address Competitor XYZ.
Because the signal is captured in structured form, you can also monitor whether these updates lead to improved outcomes over time.
Example 2: Inform Resource Investment Using Topic Distribution
Let’s say you’re a Medicare provider tracking plan_interest_type across thousands of enrollment calls. After a few weeks, you discover:
- 55% of callers are asking about PPO plans
- 30% mention HMO plans
- The remaining 15% are either interested in dual-eligibility plans, or are unsure what they need
With that data, your team can confidently:
- Prioritize marketing and ad spend on PPO plans
- Reallocate resources to better support that demand
- Update AI Agent flows to focus more heavily on PPO-related questions and objection handling
In both cases, Custom AI analysis enables you to turn conversation signals into structured insights that drive action.
How Different Teams Use Custom AI Analysis
Because Custom AI Analysis is completely configurable, it works across any call type and any industry.
From lead qualification, to inbound support, scheduling, and billing inquiries, the examples below show just how flexible it is.
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> See a more detailed rundown of how to set this up in Regal.
Put Your Call Data to Work
For contact centers running thousands of calls daily, Custom AI Analysis turns unstructured conversation data into actionable intelligence, without requiring call review and manual logging of highlights.
Custom AI Analysis automatically extracts the signals that matter most, and unlocks the ability to feed them directly into future outreach workflows and performance reporting.
The result: Consistent, detailed insight into customer needs, automated personalization in follow-ups, and faster improvements to your scripts and workflows at scale.
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