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More data-driven customer interactions

Conversation intelligence

With the right AI call intelligence tools, you can make use of a treasure trove of data that you already have: your customer conversations. Book a product tour to see how Dialpad's conversation intelligence platform works!

  • Real-time transcriptions
  • Automated post-call recap emails
  • Keyword / topic tracking (e.g. "how often are customers asking for refunds?")


What is conversation intelligence?

Conversation intelligence is basically a subfield of business intelligence (“revenue intelligence” is another subfield that you’ve probably heard of) that focuses on gleaning actionable insights from one of the richest sources of data you already have: conversations with your customers!

Using artificial intelligence and algorithms, conversation intelligence tools can analyze what is spoken on calls, track how often certain topics come up, and more. AI call intelligence is especially useful for improving team performance in contact centers and call centers, since they have customer interactions every day.

Tools like Dialpad have built-in natural language processing and machine learning, and can transcribe phone calls and even pick up on conversation insights like customer sentiment. (One unique thing about Dialpad is it can do this in real time—not after the call.)

We started seeing calls ending faster because we were able to shadow calls and jump in when we needed to or address agent staffing almost before those needs even came up!

Jon DiBiasio
I.T. Director at Fenway Health

Features to look for in conversation intelligence software

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Real-time transcription

Fun fact: Dialpad Ai, our proprietary artificial intelligence, can transcribe conversations—in real time—even more accurately than almost all leading competitors. And it’s constantly improving and learning new languages and dialects! One example of how Dialpad Ai can be useful is it lets contact center managers monitor multiple calls at once, since they can just scan the transcripts instead of listening in on each call one at a time. Another example: If anyone on your team misses a meeting, they can just read the transcript to see what they missed.

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Ai-powered call intelligence for every meeting

Not only that, Dialpad Ai also automatically generates a call summary, powered by ChatGPT, with a short recap in natural language after your meetings—no note-taker needed.

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Visual voicemail

This is another neat automation that Dialpad Ai can also do. Beyond just transcribing conversations, it can also transcribe voicemail messages! Even if you’re stuck in meetings all day and can’t listen to the messages, you can still read them and not have to miss anything.

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Live sentiment analysis

Of course, a good conversation intelligence platform doesn’t just transcribe calls. It should also be able to turn that into useful information for you. Dialpad Ai does live sentiment analysis too, which means that as it transcribes a customer success team’s calls, for example, it can also determine whether the sentiment is positive or negative. A contact center manager can quickly see if there are any calls going south on their screen, scan the transcript to get context, and jump in to help the agent!

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Real-time assists for agents

What about tricky customer interactions? Dialpad Ai can help with that too! Managers can create RTA (Real-time Assist) cards with tailored notes about tricky topics (like pricing), and set them to pop up automatically on agents’ screens when those keywords are spoken. So, if a customer says “cost,” “price” or “pricing,” (you can customize the trigger words or phrases), that RTA card will pop up—without managers having to personally coach every call.


You can also use Dialpad to track how often certain keywords come up on calls with customers. For example, say you want to see how often Competitor X gets mentioned on sales calls. You can create a “Custom Moment” for that competitor’s name, and it’ll track whenever it comes up on a call!

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Call recording

This isn’t technically a conversation intelligence software feature, but whatever tool you use should have some kind of call recording feature built in. It’s very useful to have, since even the best transcription tools aren’t 100% perfect all the time. In Dialpad, you can toggle call recordings on and off easily right from your call screen.

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Built-in analytics

Whether you want to zoom in on your customers’ most frequently asked questions or understand how your contact center team is handling call volumes, Dialpad comes with heat maps and an analytics dashboard that gives you all that information. No need to contact tech support, no need to wait days or weeks for that data.

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Integrations with the tools you love

From Salesforce to Zoho CRM and more, Dialpad integrates with a range of popular business tools to streamline your workflow and automate repetitive tasks. There’s also an open API, which lets you build custom integrations and automations to maintain compliance. For example, there’s an API that automatically turns off call recording when sensitive information, like payment details, is being discussed!

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All in a unified platform

Dialpad is a unified communications platform, which means at its core, it’s your phone system, video conferencing solution, and messaging tool—all in one. You can make phone calls, have video meetings, and send SMS/MMS messages from the Dialpad app, and all of these conversation intelligence features are fully integrated into a simple and affordable pricing plan.

Need a communications platform with conversation intelligence?

If you want to empower your sales reps, customer support agents, or call center team, Dialpad’s conversational AI and communications platform are designed to do exactly that. Book a demo or take a self-guided interactive tour of the app on your own!

👀 Did you know?

Conversation intelligence functionality isn’t just for online-only sellers either. Australian electrical goods retailer Bing Lee needed clear visibility and oversight features that their previous solution wasn’t providing. With Dialpad, managers get clear insights into the performance of individual agents and tools to assess their contact center operations as a whole.

The benefits of having a conversation intelligence tool

It gives you valuable insight, straight from the source

There are lots of KPIs available to contact center managers for tracking the performance of their customer-facing teams. But beyond just numbers, there’s a wealth of valuable information being given to you from your customers every day. They’re telling you what they like about your product, what they don’t like, what competitors they’re considering, and much, much more. All of this information can help guide your marketing approach, sales forecasts, and inform your business strategy.

AI call intelligence helps you understand and nurture agents’ winning behaviors

One of the major benefits of continuously assessing agents’ performance is that it allows you to identify winning patterns and behaviors. Conversation intelligence can help you figure out what top performers are doing differently to other agents.

It improves productivity (and reduces expenses)

When your agents work more efficiently, it saves you money. From powerful automation tools to insights for coaching and development, a conversation intelligence platform can help optimize almost any contact center or call center operations.

We started seeing calls ending faster because we were able to shadow calls and jump in when we needed to or address agent staffing almost before those needs even came up!

Jon DiBiasio
I.T. Director at Fenway Health

How conversation intelligence is used: Different team use cases

Collecting conversational data as part of a unified conversation intelligence strategy can have benefits for marketing, sales, and customer support. Let’s consider how conversation intelligence can be applied by marketing teams, ecommerce teams, sales teams, and to deliver an optimal customer experience.

For marketing teams

Marketing teams are occasionally left out of the loop when it comes to customer interactions stemming from other departments. But it doesn’t have to be that way. When sales reps close deals, or when support agents take customer calls, they’re gaining valuable insight that marketers can use to coordinate their campaigns and direct their resources more effectively.

Having the right software and conversation intelligence strategy in place gives marketers access to vital communication data they might not otherwise have.

For example, let’s say customers are encountering a preventable pain point with a new product. This is something marketers should know about so that they can adjust their messaging in campaigns or email newsletters. With conversation intelligence, marketers can track incoming customer complaints and queries as well as any follow-up calls carried out by customer service departments.

For ecommerce businesses

For ecommerce businesses, it’s important to have a smooth online sales process that makes things like launching new products and customer follow-ups easy.

Unlike physical retail stores, all of their conversations with customers and prospects are online or over the phone, which means these conversations all contain actionable insights. (In-person conversations can’t be recorded or logged, so you can’t really save any useful information here unless you do it manually.)

👀 Did you know?

Conversation intelligence functionality isn’t just for online-only sellers either. Australian electrical goods retailer Bing Lee needed clear visibility and oversight features that their previous solution wasn’t providing. With Dialpad, managers get clear insights into the performance of individual agents and tools to assess their contact center operations as a whole.

In customer experience

And of course, customer experience (CX) teams are one of the teams that benefit most from voice of the customer and conversation intelligence data.

From what customers are complaining about, to what they’re asking for in your products or services, to potential ways to increase retention, all of this information should be logged and easily accessible from a CRM. This is also why it’s important to use communications platforms and business phone systems that have strong CRM integrations (so your agents don’t have to keep copying and pasting notes between different apps).

Did you know: When legal software provider InfoTrack moved to the cloud, they needed a solution that would allow agents to handle email, web chat, and telephone support. Dialpad was able to get InfoTrack set up quickly so that they could continue helping customers with minimal downtime.

For sales teams

Probably out of all these teams, salespeople are under the most constant pressure to deliver. And sales reps are probably tied with customer support teams in terms of how many conversations they’re having every day.

These sales conversations are a goldmine of helpful information.

For example, MarketStar’s sales team does exactly this, using RTA cards in their sales conversations to help reps close deals more efficiently.

They also use Dialpad’s voicemail drop feature to quickly leave a pre-recorded message in a phone call and move on to the next prospect, while using the power dialer to drastically speed up the process of making outbound calls.

By capturing and analyzing that all-important call data, MarketStar found that conversation intelligence works to enhance the sales process across the board.

And with all that call data, sales managers are also better equipped to coach their teams. From onboarding new hires to honing the skills of top performers, there’s a wide range of ways to use sales conversation data to create a culture of continuous improvement that turns sales reps into sales leaders.

Get more insights from your conversation analytics

Conversation intelligence is helping contact center supervisors and business leaders capture more conversation data than ever before.

Do you need a fully scalable cloud-based solution that’s designed to capture—and help you use—conversation analytics?

See how your organization can use conversation intelligence!

Book a personal walkthrough of Dialpad, or take a self-guided interactive tour of the app on your own first!

FAQs about conversation intelligence

What compliance requirements should I be aware of when recording customer conversations?

When recording customer interactions, it’s no longer always enough that one person on the call knows it’s being recorded or transcribed (aka. one-party consent).

In some jurisdictions, both parties to the call need to be aware if it’s being recorded. That means you need to notify the other party that you’re recording the call. This can be done live by a call center agent or can be automated by playing a prerecorded message informing the customer that the call may be recorded. Learn more about call recording disclosure here.

How can call intelligence help you optimize sales and support processes?