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Customer Guide
Use CallInsight AI from Upload to Report
This guide explains the customer workflow: sign in, create a project, upload recordings, run analysis, read reports, manage credits, and understand data retention.
Create a Project
Enter a project name, industry, and analysis goal so the AI understands what kind of call improvement report you need.
Upload Recordings
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Run Analysis
Start analysis to transcribe the audio, analyze each transcript, and generate a project report with insights and recommendations.
Reports
What the Report Includes
Conversation Summary
Clear summaries of what happened in the call, including important topics, needs, objections, and risks.
Sales and Service Insights
Common openings, customer questions, rejection reasons, sentiment signals, and manual handling rate.
Next Actions
Recommended follow-up, successful script patterns, weak script problems, and a first AI flow draft for operational use.
Billing and Storage
Credits, Reanalysis, and Data Retention
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The upload is rejected before analysis begins, and the customer is guided to the top-up section.
Yes. Report regeneration uses the existing transcript and does not require uploading the original audio again. Regeneration is charged at 50% of the original analysis fee.
Deleted projects are removed from the customer workspace. Download any report information you still need before deleting a project.
No. After transcription and analysis, original uploaded audio can be removed while transcripts, reports, billing records, and project metadata are retained as needed for service operation.