> ## Documentation Index
> Fetch the complete documentation index at: https://docs.poly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Categorize calls using a custom LLM prompt and category set.

Go to **Analytics > Agent Analysis** to categorize calls at scale – identify why calls are being transferred, which outcomes are most common, or how agent quality is trending over time. This feature is also known as **Call Categorization**.

**Agent Analysis** uses an LLM to analyze and categorize calls based on configurable prompts and lists of categories, across groups of up to **250** calls. You can configure up to **10 analysis tasks** per project, each with its own prompt, categories, and color-coding.

<img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/analytics/agent-analysis-main.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=b523117c841d90951a4ed7c740143b5b" alt="Agent Analysis main dashboard" width="3014" height="1062" data-path="images/analytics/agent-analysis-main.png" />

<Tip>
  For exploratory analysis and pattern-finding across conversations, consider using [Smart Analyst](/smart-analyst/introduction) instead. Smart Analyst's deep sampling feature analyzes up to 500 conversations per query using natural-language questions, and is the preferred path for most analytical use cases. Use Agent Analysis to experiment with structured, repeatable categorization with a fixed set of categories.
</Tip>

## Overview

Each project can have up to **10 analysis tasks**, each with its own prompt, categories, and color-coding. Once configured, batches of up to 250 calls can be grouped and processed per task, returning one category per call. Results are displayed in a visual breakdown and can be reviewed or adjusted manually.

<Tip>
  Because only one category is assigned per call, design your categories to be **mutually exclusive**. If a call could fit multiple categories, prioritize the most actionable or specific one. Overlapping categories reduce the usefulness of your results.
</Tip>

## How it works

<Steps>
  <Step title="Create or edit your analysis configuration">
    <img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/analytics/analysis-config.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=bfa1bd7838a06b4306f4232f2e3c52f4" alt="agent-analysis-config" width="2996" height="1268" data-path="images/analytics/analysis-config.png" />

    Go to **Analytics > Agent Analysis** and open **Analysis configuration**. The configuration includes:

    * A **Prompt** describing the task, e.g. *"You are a call center manager assessing agent performance."*
    * A **Question** to guide the LLM's judgment, e.g. *"Was this call handled successfully?"*
    * A set of **Categories** – each with a name, description, and color
  </Step>

  <Step title="Group calls for analysis">
    Click **Create group**. This opens the [Conversations](/analytics/conversations/introduction) view, where calls can be filtered and selected.
  </Step>

  <Step title="View results">
    Once the group is created, it appears on the **Agent Analysis** page. Each group shows a visual breakdown of categories and a list of processed calls.

    Click **Open** to review individual calls and access [transcripts](/call-data/studio-transcripts) and metadata.
  </Step>

  <Step title="Edit if needed">
    Category assignments can be edited manually. These changes persist unless the call is reprocessed in a new batch.
  </Step>
</Steps>

## Analysis over time

Agent Analysis can run automatically as a **one time analysis**, or on a **daily or weekly schedule**.

**How scheduled batches work:**

* Set up an **automated schedule** from the Agent Analysis dashboard
* Choose **daily** or **weekly** runs to continuously analyze the latest call data
* Each batch appears as a new entry, with trend visualization across multiple runs
* Review progress using **bar charts and filters** that compare results from recent batches

## Related pages

<CardGroup cols={2}>
  <Card title="Smart Analyst" icon="sparkles" href="/smart-analyst/introduction">
    Explore patterns across conversations using natural-language questions and deep sampling.
  </Card>

  <Card title="Conversation review" icon="chat" href="/analytics/conversations/review">
    Review detailed transcripts and metadata for individual conversations.
  </Card>

  <Card title="Safety Dashboard" icon="shield" href="/analytics/dashboards/safety">
    Monitor safety metrics and risky interactions across your agent.
  </Card>

  <Card title="Transcripts" icon="file-text" href="/call-data/studio-transcripts">
    Export and archive call transcripts for compliance and training.
  </Card>
</CardGroup>
