CallIntelligence

CallIntelligence

Extract actionable intelligence from call transcripts for tracking sales pipeline health, customer sentiment, feature requests, and competitive landscape.

Workflow Routing

| Workflow | Trigger | File | |----------|---------|------| | Analyze | "analyze this call", "process transcript" | workflows/Analyze.md | | Report | "call intelligence report", "weekly call summary" | workflows/Report.md |

Quick Start

Manual Analysis (Paste Transcript)

User: "Analyze this sales call transcript: [paste transcript]"
→ Uses extract_call_intelligence Fabric pattern
→ Returns structured JSON with competitors, objections, deal probability
→ Optionally appends to Google Sheet

Automated Pipeline (n8n)

Webhook at calls.home.yourdomain.com receives:

• Client name
• Call type (sales/customer_success)
• Transcript text

Pipeline: Webhook → PAI Analysis → Google Sheets → Discord notification

Output Fields

Sales Calls

| Field | Description | |-------|-------------| | summary | 2-3 sentence call overview | | competitors | Companies/products mentioned as alternatives | | objections | Concerns or pushback from prospect | | featurerequests | Capabilities they asked about | | dealprobability | 0-100% likelihood to close | | next_steps | Agreed action items |

Customer Success Calls

| Field | Description | |-------|-------------| | summary | 2-3 sentence call overview | | featurerequests | Desired new capabilities | | recurringissues | Pain points or problems discussed | | expansionsignals | Interest in upgrades/growth | | sentiment | 1-10 overall satisfaction score | | followup_required | Action items needed |

Google Sheets Integration

Sheet: "Call Intelligence" (two tabs)

Sales Calls Tab Columns

Date | Client | Summary | Competitors | Objections | Feature Requests | Deal Probability | Next Steps

Customer Success Tab Columns

Date | Client | Summary | Feature Requests | Recurring Issues | Expansion Signals | Sentiment | Follow-up

Examples

Example 1: Sales Call Analysis

User: "Analyze this sales call with Acme Corp: [transcript]"
→ Reads extract_call_intelligence pattern
→ Applies to transcript with call_type=sales
→ Returns:
  {
    "call_type": "sales",
    "summary": "Initial discovery call with Acme Corp CTO...",
    "competitors": ["Competitor X", "In-house solution"],
    "objections": ["Budget constraints for Q1", "Security review required"],
    "feature_requests": ["SSO integration", "Custom reporting"],
    "deal_probability": 55,
    "next_steps": ["Send security questionnaire", "Schedule technical demo"]
  }

Example 2: Customer Success Check-in

User: "Process this CS call with existing customer Beta Inc"
→ Applies pattern with call_type=customer_success
→ Returns:
  {
    "call_type": "customer_success",
    "summary": "Quarterly review with Beta Inc. Generally satisfied...",
    "feature_requests": ["Mobile app", "Slack integration"],
    "recurring_issues": ["Onboarding new team members is confusing"],
    "expansion_signals": ["Mentioned bringing on 3 new departments"],
    "sentiment": 8,
    "follow_up_required": ["Send onboarding guide", "Intro to account exec for expansion"]
  }

Tools

| Tool | Purpose | |------|---------| | AnalyzeCall.ts | CLI tool for transcript analysis, outputs JSON | | AppendToSheet.ts | Appends analysis results to Google Sheet |

Related

• Fabric Pattern: extract_call_intelligence - Core analysis logic
• n8n Workflow: Webhook → Analysis → Sheets → Discord
• Discord: Barnabas posts call summaries to configured channel

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: CarbeneAI
• Source: CarbeneAI/Forge
• License: MIT
• Homepage: http://carbene.ai/open-source

Install and usage instructions live in the source repository linked above.