Zia Call Intelligence | Zoho CRM

Zia Call Intelligence

Zia Call Intelligence is accessible only to users in the US, EU, IN, CA and SA DCs.
Calls are an effective mode of communication for most businesses today, whether they're interactions with customers, partners, vendors, prospects, or others. Through call transcription, Zia provides you with the option to transcribe your call recordings into a coherent text. Along with the call transcription feature, Zia can help you analyze the conversation and automatically fetch important details. In fact, without even having to read the entire conversation, you can determine the call's sentiment—positive, negative, or neutral—as well as the customer's intent and emotion. Additionally, you can see a one-line summary of the whole conversation, as well as have scores for customer satisfaction and call politeness,  as well as have important keywords are highlighted throughout the transcript for a faster analysis of the conversations. 

Zia for calls consists of the following insights:
  1. Call sentiment
  2. Call intent
  3. Call emotion
  4. Call summary
  5. Call score
  6. Call highlight

These features are available for accounts using Enterprise and above editions with more than 20 user licenses in the organization.
To enable Zia for calls
  1. In your CRM account, go to Setup ( ) and then click Communication under the Zia options.
  2. Navigate to the Call Intelligence tab.
  3. Toggle the Call Intelligence button. 
  4. On the pop-up, click Yes, Create.

    You have the option to disable any of the call intelligence features that are not necessary.
Note:
  1. CRM admins can disable the Call Intelligence tab, after which the following features will no longer function for any records. They can also choose to toggle each feature on and off.

Call sentiment 

Zia's sentiment analysis categorizes the call activity as positive, negative, or neutral.
  1. Positive call sentiment: Calls that have a happy tone are categorized as positive.
  2. Negative call sentiment: If the tone of the call shows unhappiness, it's categorized as negative.
  3. Neutral call sentiment: Calls that have characteristics of both positive and negative sentiments are categorized as neutral. 

Call intent 

Zia analyzes call conversations and highlights the customer's intent.

Call emotion 

Zia monitors call conversations and highlights the emotions of the incoming and outgoing call activities. It can capture the following customer emotions: happy, enthusiasm, discontentment, frustration, gratitude, trust, confusion, neutral.

Call summary  

For call summaries, Zia automatically summarizes the text spoken by the customer on the call and provides a concise description of the call in a single line of text. This way, recipients can understand the call's context without first having to hear the voice recording.

Call score

Zia will also help you evaluate calls and get scoring for them based on the two following criteria:
  1. Call customer satisfaction score
    You can the agent's performance to determine the level of customer comprehension and assign a rating or score. Also, consider assessing the usage of keywords and the ability to complete deals when determining the score.
  2. Call politeness score
    Assess the phone discussion by taking into account the utilization of polite language and correct English grammar throughout the exchange.

Call highlights

The call highlights feature is designed to identify important keywords and phrases in a call transcript. It helps sales teams effectively target customers and gain valuable insights from multiple phone calls. This eliminates the need for manual analysis of calls, which can be costly and time-consuming. 

Zia uses color to highlight different types of content in the transcript, making it easy for users to see how these keywords were used during the conversation. For example, mentions of people will be highlighted as Persons with a designated color, while mentions of emails, key phrases, and key sentences will have different color backgrounds.

Viewing call intelligence

You can view Zia's detailed intelligence analysis for calls in the closed activities section of the record details page, as well as directly in the call intelligence section on an individual call's detail page in the Calls module.
   
To view call intelligence analyses in the closed activities section of the record details page
  1. Go to the record detail page.
  2. Scroll down to the Closed activities section.
  3. Click on the three dots (...), and click View Intelligence.

To view the call intelligence details of an individual call, simply navigate to the individual call's details page in the Calls module and locate the Call Intelligence section.

For viewing call highlights, you can check the transcription of the call. You can click on the eye button adjacent to a highlighted category to view or remove the highlight for that category. 

Here's a list of entities and others highlighted in the call conversation script: 
  1. Person
  2. Organization
  3. Location
  4. Date
  5. Email
  6. Phone
  7. Key-Phrase
  8. Key-Sentence

Points to remember 
  1. Users can create workflow rules from call intelligence data.
  2. Call intelligence uses five custom fields to show the data in the call activity module.
  3. When the call intelligence custom field is deleted, the data stored for those fields is also erased.
  4. When an admin disables call intelligence, the data process only stops, whereas the fields remain populated with previously processed data. For new records, the call intelligence field data will be empty.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Capabilities of Zia in Zoho CRM— A perspective

                                                                                                                Zoho CRM harnesses the transformative power of Artificial Intelligence (AI) to revolutionise decision-making across all critical areas of your business, from initial customer interactions to their entire journey. With Zia, AI-powered assistant, Zoho ...
                                                                                                              • Zia for Emails — Overview and Key Capabilities

                                                                                                                Most business communication and transactions happen over emails, be it with customers, prospects, partners or vendors. Besides being an essential mode for communication, emails are an official repository for important information details on meeting ...
                                                                                                              • Zia Email Emotion Analysis

                                                                                                                Email prioritization is one of the best practices followed by businesses to enhance productivity. Each team in an organization will have different goals, based on which their email prioritization practice will also vary. For example, territory ...
                                                                                                              • Zia Email Intent

                                                                                                                Email is a major mode of communication for any business organization; in fact, most business communications, transactions, and customer requests or feedback are transmitted via email. Hence, monitoring emails and quickly understanding customers' ...
                                                                                                              • Email Sentiment Analysis

                                                                                                                Sales team receive hundreds of emails every day but the ones that have a negative tone usually require an immediate attention over the others. But to identify the emails that need to be prioritized or require immediate attention, a rep has to leaf ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources