AI analyses
What Leadmode uses AI for, how recordings are turned into text and which settings you have.
Leadmode uses AI for text and for speech. Leadmode sets the models and providers; you do not choose them. You find the settings under Settings → Plan and costs → Credits and usage (tabs Text analysis and Audio analysis).
The pages are viewed and changed by people with the permission for AI settings. In demo organisations they are locked, and the analyses do not run there.
What AI text is used for
| Function | Description |
|---|---|
| Botmode | the AI assistant |
| Call analysis | Evaluation of the calls from the transcripts |
| Email analysis | Evaluation of the email correspondence with leads |
| Reports | Summaries and texts in the reports |
What the evaluations look like is described under Call analysis.
Audio: turning recordings into text
Recordings are converted into text automatically (transcription). This is used for call recordings, speech input (dictation, for example in Botmode) and the call analysis. Processing runs through a transcription service with an endpoint in the EU.
Choosing the transcription mode
Under Settings → Phone and SMS → Recording and transcript, in the section Transcription mode of call recordings, you choose one of two modes:
| Mode | How it works |
|---|---|
| General | Both sides of the call are transcribed together in one request. Each word is assigned to the side that is speaking at that moment. |
| Advanced | Each side of the call is transcribed separately; the timings are merged afterwards. |
If both sides speak at the same time, ‘General’ may leave out words or recognise them wrongly. ‘Advanced’ keeps simultaneous speech separate.
Setting which calls are recorded
Under Settings → Phone and SMS → Recording and transcript, under ‘Recording of calls’, you define for which leads calls are recorded by default: separated by origin of the lead (cold outreach, warm enquiries, website), for all projects, or with a separate setting for each project. A project’s setting takes precedence. It applies to new leads and when the origin of a lead changes. What you set on the lead itself always takes precedence. With ‘Switch on for all existing leads’ or ‘Switch off’ you change all existing leads (of the organisation or the selected project) at once. Below that, under ‘Consent to recording’, you define whether consent counts as confirmed in advance or is asked for before each recorded call. You choose the transcription mode (‘General’ or ‘Advanced’) on the same page.
Click the card of a mode to switch it. The selection applies from the next recording. Conversations that have already been transcribed remain unchanged.
Usage
Under Usage you choose a month. The pages show how many analyses ran there and how much audio was transcribed.