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CX Insights Profile Management

This guide provides step-by-step instructions on how to create a profile for AI-powered CX Insights analysis.

Selçuk Gönen avatar
Written by Selçuk Gönen
Updated over 2 months ago

Introduction:

You can access CX Insights profiles within your operation through the "System Administrator > AI Navigator > AI Analytics" menu. For your operation's access to AI products and CX Insights profiles, please contact your project manager.

Setup:

  1. In the Alotech interface, click on the "AI Navigator" menu located in the left menu.

  2. From the sub-menu that opens, click on the "AI Analytics" option.

  3. To create CX Insights profiles, click on the "New" button located at the top right. (See Screenshot 1.)

  4. Under the "Profile Settings" heading, there are "Application" and "Settings" tabs.

  5. The text "Select the AI application you want to set up" is displayed.

  6. "CX Insights" and "AI Transcription" options are available.

  7. In the window that opens, select the "CX Insights" profile.

  8. Enter a name for your profile in the "Profile Name" field.

  9. From the "CX Insights Analysis Language" drop-down menu, select the language in which calls will be analyzed.

  10. Turn the "Active" button to the open position to activate the profile.

  11. Save your profile by clicking the "Save" button.

Tips and Best Practices:

  • Ensure that your profile names are descriptive and easy to understand.

  • Make sure you select the correct language for accurate call analysis.

  • Call analysis will begin after the profile is activated.

  • In active CX Insights tenants, transcripts are generated automatically. You do not need to create an AI Transcription profile separately.

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