✦ Exclusively for CYF Quality customers
Know your customers.
Automatically.
Every morning, AI Insights delivers a complete analysis of yesterday's conversations — patterns, critical alerts, agent performance, and the top 3 things your team needs to act on today.
Works with
💬 WhatsApp
✉️ Email
📸 Instagram
✈️ Telegram
📞 Calls
+ more
0
Total contacts
0
Avg agent score / 5
0
Resolved (FCR)
📋 Executive Snapshot
80 contacts analyzed. Top issue: delivery delays (41%). Biggest risk: 6 flagged contacts with escalation signals. Positive highlight: 28 interactions with positive sentiment.
🚨 Unresolved high-urgency contacts
6 contacts unresolved with high urgency, low agent scores (≤2) and escalation risk. Review and escalate these cases today.
⚠️ Negative sentiment + likely recontact
3 contacts with negative sentiment flagged as likely to recontact. Proactive outreach recommended before they escalate.
Owner: Customer Experience Supervisor
27
Resolved (FCR)
6
Unresolved
1.4
Avg friction pts
🔍 Delivery delays & failed attemptsESCALATING
11 contacts with delivery delay complaints + failed attempts to off-hours addresses. Recommend proactive SMS notifications.
🔍 Confusing communicationWATCH
7 contacts received redundant or contradictory messages. Inconsistent status instructions causing unnecessary repeat contacts.
Act Today
Review and escalate the 6 flagged high-urgency contacts. Assign owner and confirm resolution by EOD.
Address This Week
Implement narrower delivery windows (2–4hr) for high-anxiety segments. Expected: 40% reduction in follow-up contacts.
Monthly Review
Add real-time tracking link to confirmation messages. Evaluate automating address change requests via WhatsApp bot.
XC#19289
Critical
Unresolved
Delivery delayed 3 days, customer threatening formal complaint
1
XC#19245
High
Partial
Address change not confirmed, second failed attempt expected
2
XC#19301
High
Unresolved
Off-hours delivery attempt, customer unavailable, no follow-up
3
XC#19318
Medium
Resolved
Tracking not found, agent resolved after manual lookup
4
0
Total contacts
0
Avg agent score / 5
0
Conversion rate %
📋 Executive Snapshot
50 outbound calls analyzed. Mixed operation of sales and onboarding follow-up. Dominant objection: "I don't need money right now" (86% of rejections). Biggest risk: 2 contacts with agent score ≤2 and 2 unregistered do-not-call requests. Positive highlight: 31 callbacks scheduled with high customer willingness to cooperate.
🚨 Compliance risk — unregistered do-not-call requests
2 customers explicitly asked not to be contacted and kept receiving calls. Register the opt-out today to avoid a formal complaint.
⚠️ Agents with score ≤ 2
2 calls flagged for low performance (one with no de-escalation against an aggressive customer). Coaching needed before next shift.
Owner: Operations Supervisor
4.0%
Conversion rate
31
Callbacks (62%)
14
Rejected (28%)
🔍 One objection dominates sales callsESCALATING
12 of 14 rejections (86%) cite "I don't need money right now" — the prospect list isn't segmented by active intent.
🔍 Unsupported bank accountsWATCH
Several onboarding requests get blocked because the customer's bank account isn't supported, causing friction and drop-off.
Act Today
Review the recordings for the 2 contacts with score ≤2 and register the 2 pending do-not-call requests immediately.
Address This Week
Rework the sales script for the "don't need it" objection — shift from "credit offer" to "financial safety net." Expected: improved conversion rate.
Monthly Review
Evaluate expanding supported bank partners to reduce onboarding drop-off.
#07
High
Rejected
Aggressive customer, agent didn't de-escalate or log the opt-out
2
#11
Medium
Failed
Mistook the onboarding call for a job offer
2
#33
DNC
Unregistered
Had previously asked not to be contacted, still receiving calls
3
#05
Medium
Converted
Rejection reversed with flexible installments + live discount code
4
Set it once.
Get insights forever.
No dashboards to check. No manual work. Your morning report just arrives.
01
Connect your channels
Link WhatsApp, Email, Instagram, Telegram, or your call line in minutes. One-time setup with guided verification.
→
02
AI analyzes overnight
Every night, our AI transcribes and reads up to 100 conversations (text or calls) and extracts urgency levels, sentiment, resolution or conversion rates, friction points, and agent performance scores.
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03
Report hits your inbox
Wake up to a structured report with Executive Snapshot, Critical Alerts, Pattern Watch, and a ranked Recommendations list — ready to act on immediately.
→
04
Act on real data
Access your full report history on the dashboard. Spot trends, track improvements, make better decisions.
Features
Everything you need.
Everything you need.
Nothing you don't.
Built for businesses that talk to customers every day and need to turn that noise into signal.
All channels, one unified report
WhatsApp, Email, Instagram, Telegram, and phone calls — analyzed together. No switching between platforms to understand what customers are saying.
Pattern Watch catches what you miss
Recurring issues across conversations are automatically grouped and tagged as Watch, Escalating, or Systemic — before they become real problems.
Critical alerts, not just data
The report flags unresolved high-urgency contacts, low agent scores, and escalation risks — with a named owner and action for each.
Works in English, Spanish & Portuguese
Reports are generated in the language of your conversations. Your team reads insights in the language they work in every day.
What's inside every report
Executive Snapshot
Total contacts, top issue, biggest risk, positive highlights — in 5 lines.
Critical Alerts
Same-day actions only. Unresolved high-urgency contacts with owner assigned.
Yesterday's Numbers
Volume, resolution rates, sentiment, friction points, agent scores.
Pattern Watch
Recurring issues flagged as Watch / Escalating / Systemic with severity badges.
Daily Recommendations
Act Today / This Week / Monthly Review — specific, with expected outcomes.
Contacts Log
Every flagged contact with urgency, resolution, agent score and reason for flagging.
Proven across every industry.
Real businesses using AI Insights to uncover hidden problems and act faster.
Logistics & E-Commerce
Support volume cut by 20% after revealing 7 hidden friction points in last-mile delivery
A growing e-commerce delivery company had high support volumes despite operational success. AI analysis of customer conversations uncovered the root causes invisible to manual review.
20%
Support volume reduction
70%
Fewer anxiety follow-ups
90%
Automation potential identified
13-hour delivery windowsAffected 67% of interactions — customers sent repeated follow-ups due to all-day anxiety.
Tracking visibility gap40% of customers repeatedly checked status due to lack of real-time tracking.
Business hours mismatchDelivery attempts to schools and offices after closing hours caused failed deliveries.
Change request pattern25% of customers changed delivery details — 85% driven by time uncertainty.
Fintech
42% of contacts concentrated in financial issues — roadmap to reduce costs by 30%
AI analysis revealed that nearly half of all customer contacts clustered around a single issue category, creating a clear, prioritized roadmap for cost reduction.
42%
Contacts in financial issues
30%
Cost reduction roadmap
Contact concentration42% of all interactions were about the same financial issue category — invisible before AI analysis.
Cost reduction roadmapIdentified clear steps to deflect repeat contacts and reduce operational costs by 30%.
Prioritized action planAI surfaced the highest-impact improvements, allowing the team to act on what mattered most.
Credit Union
AI reveals 45% of all contacts are credit-related — enabling targeted self-service
A credit union used AI Insights to discover that nearly half of all member contacts shared the same root topic, opening the door to proactive education and self-service deflection.
45%
Contacts about credit
1 day
To first actionable insight
Credit inquiry dominance45% of member contacts were credit-related — a pattern invisible in ticket data alone.
Self-service opportunityHigh volume of repetitive credit questions pointed to an FAQ and self-service deflection opportunity.
Immediate prioritizationFirst report delivered a prioritized improvement list the team could act on the same day.
Appliances & After-Sales
62% of contacts are technical support — revealing training and documentation gaps
An appliance brand discovered that the majority of after-sales contacts were avoidable technical issues, pointing to specific product documentation and agent training improvements.
62%
Technical support contacts
3
Training gaps identified
Technical support majority62% of all contacts were technical — far more than management had estimated.
Documentation gapsRecurring questions pointed to missing or unclear product manuals for specific models.
Agent training opportunitiesAI identified which product lines generated the most repeated contacts due to agent knowledge gaps.
Healthcare
AI reveals 70% of calls are critical emergencies — transforming triage and response
A medical emergency service used AI Insights to analyze call patterns and discovered the overwhelming majority of contacts were genuine emergencies, enabling better resource allocation.
70%
Critical emergency calls
Faster
Triage prioritization
Emergency call volume70% of all inbound calls classified as critical — validated need for faster triage protocols.
Response time insightsAI identified peak windows and call patterns to optimize staffing for highest-risk periods.
Protocol improvementAnalysis revealed specific call types where response scripts could be improved to save time.
iGaming
45% of contacts about withdrawals and bonuses — unlocking retention opportunities
An iGaming operator discovered nearly half of all player contacts centered on two topics, revealing friction points that, when resolved, directly improved player retention.
45%
Withdrawal & bonus contacts
Higher
Player retention potential
Withdrawal frictionA large share of contacts were about delayed or unclear withdrawal processes — a direct churn risk.
Bonus confusionPlayers repeatedly contacted support due to unclear bonus terms — fixable with better UX copy.
Retention linkResolving these two friction points was directly tied to reducing player churn in post-analysis review.
Fintech — Outbound Sales & Collections
One objection explained 86% of sales rejections — and the report flagged 2 compliance risks nobody had logged
A mixed outbound operation of sales calls, renewals, and onboarding follow-up, with more rejections than closes. AI analysis isolated the real objection behind the low close rate, flagged unregistered do-not-call requests, and marked the calls that needed immediate coaching — all from call transcripts, without listening to every call.
86%
Rejections with the same objection
62%
Contacts in follow-up (callback)
2
Compliance risks detected
Daily Report · Outbound Calls
Total contacts50
Conversion4.0%
Callbacks pending31
Score ≤ 22
🔴 REGULATORY RISK — DNC
2 customers asked not to be contacted and kept receiving calls with no opt-out registered.
🟠 DOMINANT OBJECTION
"I don't need money right now" explains 12 of 14 sales rejections (86%).
Unsupported bank accounts stall onboardingSeveral requests got blocked by accounts at unsupported fintechs, causing friction and drop-off.
Targeted coaching, not a full manual review2 calls were flagged for low agent score, with the exact reason and recording ready for review.
FAQ
Common questions.
Everything you need to know before getting started.
Most users are fully set up in under 15 minutes. Connecting each channel takes just a few clicks and a one-time verification step. After that, everything is fully automatic.
Currently we support WhatsApp (Business API and standard), Email, Instagram, Telegram, and phone calls (with automatic transcription). We're actively adding more channels — reach out if you need something specific.
The default analysis covers up to 100 conversations per day. If you exceed that, we use a representative sample and clearly disclose this in your report. Higher volume options will be available as the product grows.
Yes. You can add multiple email recipients so your whole team receives the daily report automatically. Recipients don't need an account — they just receive the email. On the Professional plan, recipients can also get view-only dashboard access.
Absolutely. We process conversations to extract insights only — raw conversation content is never stored permanently. We follow GDPR and CAN-SPAM compliance standards, and all data is encrypted in transit and at rest.
AI Insights is currently in early access, exclusively for CYF Quality customers. If you're already a CYF Quality user, talk to our sales team and we'll help set up your access.
Currently available for
CYF Quality customers.
AI Insights is in early access, exclusively for existing CYF Quality users. Talk to our sales team and we'll help you get set up.
Invite-only · CYF Quality customers get priority access
Talk to sales →
Already a CYF Quality customer? You'll be contacted directly by your account manager.