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Setting Up Insight

To start capturing insights, you need to define “Parameters” in your Recipe Settings. Each parameter acts as a specific instruction to the AI on what information to look for in the conversation.

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Configuration Steps

1

Navigate to Insight

Open your Recipe and click on the Global Settings and navigate to Post-Call Insights tab.
2

Add New Parameter

Click Add Insight. You can define up to 10 unique insights per agent.
3

Define Variable Details

  • Name: The system name for the variable (e.g., loan_interest_level). This is used in API/Webhooks.
  • Description: The “Prompt” for the AI. Be descriptive! (e.g., “Did the user express interest in a Gold Loan? Check for phrases like ‘I want money’ or ‘Loan chahiye’.”)
  • Type: Select the data format (see below).

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Data Types

Choosing the right data type ensures your Voice AI Agents return clean, usable data for your integrations.
TypeDescriptionBest Use Case
TextExtracts a string of text (max 300 chars).”Summarize the customer’s complaint about the credit card.”
BooleanReturns true or false.”Did the customer ask for a manager?”
NumberExtracts a numeric value.”What is the customer’s age?” or “Loan amount requested?”
DateExtracts dates in a standard format.”When does the user want the callback?”
EnumSelects from a predefined list of options.Lead Status: ["Qualified", "Not Interested", "Callback"]
Pro Tip for Indian Languages: When writing descriptions for Hinglish agents, you can include Hindi keywords in the description to help the AI understand context (e.g., “Check if user said ‘Haan’ or ‘Yes’ for confirmation”).