Assistant Analysis uses an LLM to analyze and categorize calls based on a configurable prompt and list of categories. You can use it to generate quick, repeatable analysis of conversation quality and outcomes across groups of calls of up to 250. assistant-analysis

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Overview

Each agent can have one active analysis configuration. Once this is set up, batches of up to 250 calls can be grouped and processed, returning one category per call. Results are displayed in a visual breakdown and can be reviewed or adjusted manually.

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How it works

1

Create or edit your analysis configuration

assistant-analysis-configGo to Assistant 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. Is the call good?
  • A set of Categories — each with a name, description, and color
2

Group calls for analysis

Click Create group. This opens the Conversations view, where calls can be filtered and selected.
3

View results

Once the group is created, it appears on the Assistant Analysis page. Each group shows a visual breakdown of categories and a list of processed calls.Click Open to open a list of individual calls and where you can view transcripts and other data.
4

Edit if needed

Category assignments can be edited manually. These changes persist unless the call is reprocessed in a new batch.
To request help setting up a useful prompt or category set, contact your PolyAI representative.