How to Filter Conversation AI Searches for Better Insights

Start by exploring Advanced Filters to customize your conversation analysis experience.

Each time you search a word, it becomes an active filter, automatically narrowing results to only those conversations where that word appears.

Click Save Search to preserve custom searches for future access, ideal for tracking key topics or monitoring specific team trends.

Refine your analysis by clicking Advanced Filters to unlock powerful filtering options.

View all active filters and refine them further using conversation-specific insights such as talk time, keywords, or participant roles.

Set custom timeframes or filter by conversation duration to focus on the most relevant interactions.

Use participant filters to view conversations that include specific stakeholders or internal team members.

Apply Conversation Detail filters to focus on call type, call direction, or opportunity stage, helping you pinpoint priority conversations.

Use Keyword Filters to surface calls that include critical terms or phrases, making it easy to find valuable coaching opportunities.

Apply Engagement Filters to display only conversations with notes, tasks, annotations, or coaching flags.

Use Agent Metrics Filters to analyze calls by talk time, overtalk ratio, incident count, or longest talk streak. This helps you to identify performance patterns and coaching needs fast.