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.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).
Data Types
Choosing the right data type ensures your Voice AI Agents return clean, usable data for your integrations.| Type | Description | Best Use Case |
|---|---|---|
| Text | Extracts a string of text (max 300 chars). | ”Summarize the customer’s complaint about the credit card.” |
| Boolean | Returns true or false. | ”Did the customer ask for a manager?” |
| Number | Extracts a numeric value. | ”What is the customer’s age?” or “Loan amount requested?” |
| Date | Extracts dates in a standard format. | ”When does the user want the callback?” |
| Enum | Selects 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”).