How to classify CallRail Sales Call Transcripts with generative AI

Text Classification

CallRail

As a sales team, it's essential to understand the needs and concerns of your potential customers during sales calls. However, analyzing each call's transcript manually can be time-consuming and prone to errors. In this post, we'll show you how to use generative AI to automatically classify CallRail sales call transcripts, making it easier for your team to focus on closing deals.

What is Text Classification?

Text classification is a natural language processing (NLP) technique that involves using machine learning algorithms to automatically assign one or more predefined categories or labels to a given piece of text. The algorithms typically learn from a training set of labeled text data and use statistical models to identify patterns and features in the text that can be used to classify new, unseen text data.

Text classification is used in a wide range of applications, from spam detection in emails to sentiment analysis in social media posts and reviews. It has become an essential tool for many industries that rely on large amounts of text data, helping to automate tasks and extract valuable insights from the data.

Example Use Cases

Use cases for classifying CallRail sales call transcripts include:

Automatically classify calls based on the sales stage reached
Identify and classify calls based on the type of product or service being discussed
Determine the common themes and topics discussed during sales calls
Automatically prioritize follow-up actions based on the call's classification

Teams that might find these use cases helpful include: sales, marketing, product, and operations.

Finding your input data and categories

You first need to identify the data that you want to work with. Here, we are looking at CallRail sales call transcripts. You can extract this data using the CallRail API, export it in CSV format, query a list of calls from your data warehouse or BI tool, or copy and paste with an example call transcript.

For more information on the CallRail API see here: https://apidocs.callrail.com/

Next, you need to find or create your list of categories for classifying the calls. This might include sales stages, product or service types, or call themes and topics.

Common examples of sales stages include:

Initial contact
Qualification
Needs analysis
Proposal
Negotiation
Closed won
Closed lost

Once you have your data and categories, you can use generative AI to automatically classify your CallRail sales call transcripts. This will help you to reduce the time it takes to analyze sales calls and ensure that your team is focusing on the right follow-up actions.

Using AirOps to perform Keyword Identification

With AirOps, you can easily extract relevant keywords and phrases from your text-based data using the Keyword Identifier data app. Here's how:

Select "Keyword Identifier" from the Data Apps page. The input required for Keyword Identifier is the "text_field" which is the input text data.
Decide where you want the analysis to be performed and stored. The Keyword Identifier data app can be easily used in the AirOps Data App page and via API, but in this example, the analysis will be performed in Snowflake through an external function called AIROPS_KEYWORD_IDENTIFIER.

Here is an example SQL query:
```
SELECT
AIROPS_KEYWORD_IDENTIFIER(text_field) as result
FROM
your_table
```
Execute the keyword extraction analysis by running the SQL query. The output will contain an array of keywords and phrases extracted from the input text data.

Example Input:

"Hello, I am having trouble with my account. I cannot seem to log in and I have tried resetting my password multiple times."

Example Output:
```
"keywords": ["trouble", "account", "log in", "resetting", "password", "multiple times"],"summary": "A customer is having trouble logging into their account and has tried resetting their password multiple times."
```

Using AirOps to perform Sentiment Analysis

With AirOps, you can easily perform sentiment analysis on any text data such as reviews, support tickets, or sales calls using Sentiment Analyzer. Here’s how:

Select "Sentiment Analyzer" from the Data Apps page. The only input for Sentiment Analyzer is some text to analyze.
Decide where you want the analysis to be performed and stored. The Sentiment Analyzer data app can be easily used in the AirOps Data App page and via API, but in this example, the analysis will be performed in Snowflake through an external function called AIROPS_SENTIMENT_ANALYZER.

Here is an example SQL query:
```
SELECT
AIROPS_SENTIMENT_ANALYZER(text_field) as result
FROM
your_table
```
Execute the sentiment analysis by running the SQL query. The output will contain a sentiment score and sentiment summary, as well as a list of positive and negative keywords extracted from the input text data.
Input:
"I'm sorry to say that I had a terrible experience with your product. The customer service was unresponsive and the product didn't work as advertised."
Output:
```
"positive_keywords": [],"negative_keywords": ["terrible experience", "customer service", "unresponsive", "product", "didn't work", "advertised"],"score": -0.8,"sentiment": "Very Negative"
```

Using AirOps to perform Text Classification

With AirOps, you can easily perform classification using generative AI. Here’s how:

Select "Text Classifier'' from the Data Apps page. Below are the possible inputs for Text Classifier.text_field: The input text data.categories (optional): Categories can be specified as a comma-separated list. Leave empty for automatic determination.multi_category: Set to “true” if the text can belong to multiple categories, or “false” if it can only belong to one category.
Decide where you want the analysis to be performed and stored. The Text Classifier data app can be easily used in the AirOps Data App page and via API, but in this example, the analysis will be performed in Snowflake through an external function called AIROPS_CLASSIFIER.

Here is an example SQL query:
```
SELECT
AIROPS_CLASSIFIER(text_field, categories, multi_category) as result
FROM
your_table
```
Execute the classification analysis by running the SQL query. The output will contain a list of keywords extracted from the input text data that are relevant to the identified categories and a list of categories that the input text data belongs to based on the provided categories or automatic determination.

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