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AI Insights

AI Insights control what the AI extracts from every processed call. CallVibe ships with built-in System Insights, and you can add Custom Insights to capture business-specific data. Every insight configured here feeds the AI Insights dashboard and call analytics — scores, classifications, and pipeline data are all built from these fields.

AI Insights settings page

System Insights​

Built-in fields present on every tenant. Their AI Instruction (prompt) is editable, but the rows themselves cannot be deleted.

  • Call Summary: Free-text recap of the call
  • Call Sentiment: Dropdown — overall tone of the conversation
  • Call to Action: Free-text — the next step identified from the call
  • Category: Dropdown — drives call classification, options support Notification Criteria

Custom Insights​

Team-defined fields, tenant-specific. Up to 20 custom insights per tenant.

Field Types​

  • Free Text: Open-ended AI output (e.g., objections raised)
  • Dropdown (Categorization): Fixed set of options the AI picks from, up to 25 options
  • Scoring: Numeric score from a rubric you define — higher score means better quality

Manage AI Insights​

Edit a System Insight​

  1. Open Settings > AI Insights.
  2. Click Edit on any System Insight card.
  3. Update the AI Instruction, and options if the field is a dropdown.
  4. Click Save.
Edit a System Insight

Add a Custom Insight​

  1. Open Settings > AI Insights.
  2. Click New Insight, or click Templates to start from an industry template.
  3. Enter a Field Name and choose an Output Type.
  4. For Dropdown, add options with a value and description. For Scoring, add rubric rows with a score and description.
  5. Write the AI Prompt.
  6. Click Create Insight.
New Custom Insight form

Use a Template​

Click Templates, pick an industry tab (Healthcare, Real Estate, Financial Services, E-commerce, SaaS, Education, and their Scoring variants), and select a template card to pre-fill the New Insight form. All fields remain editable before saving.

Browse Templates

Edit a Custom Insight​

Click the pencil icon on any custom insight card, update the fields, and save.

Edit Insight form

Delete a Custom Insight​

Click the trash icon and confirm. This does not remove data already extracted from past calls; new calls will no longer populate this field.