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Sales Enablement & Knowledge

Conversation Intelligence Agent

ai

Analyzes sales call transcripts and email correspondence to extract buying signals, coaching opportunities, competitor mentions, and rep-accuracy risk flags, producing classified insights with recommended follow-up actions.

Sales ManagerSales / Revenue OperationsAccount Executive
Per-call
Buying signals and risks classified per conversation
Coaching-ready
Specific moments surfaced for manager coaching
Risk-flagged
Rep-accuracy issues escalated for review
One call, end to end

Call comes in. Risk flag ready.

See the conversation agent take one call from transcript to classified insights and a risk flag.

Call CI-4127

Buyer call · Logged as verbal commit

  • AI
  • Per-call
  1. Intake
  2. Organize
  3. Evaluate
  4. Deliver

01 · Intake

Transcript received

Gong transcript queued with its Salesforce opportunity

New case

Packet open
Call
Buyer call · Account executive
Opportunity
Stage logged as verbal commit · Salesforce
Request
Classify signals, coaching and risks
Case packet · 3 sourcesComplete

Incoming

  • GongCall transcriptReceived
  • SalesforceOpportunity recordReceived
  • GmailFollow-up email threadReceived

02 · Organize

Call linked to deal

Transcript tied to its activity and opportunity

Pulled together

Findings extracted
  • Buying signals extractedBudget, timeline and authority language
  • Coaching moments markedTalk ratio, missed discovery, weak next step
  • Competitor mentions loggedEach mention tied to its moment in the call

Matched record

Opportunity
Linked in Salesforce
Rep
Account executive
CRM stage
Verbal commit
Activity
Call with transcript

03 · Evaluate

Discrepancy found

CRM says verbal commit, buyer said committee

Checks applied

Gap detected
  • Authority languageBuyer said they 'need to take it to committee'Gong transcript
  • Logged deal stageRep recorded the deal as 'verbal commit'Salesforce
  • Next stepChecked for a date and an ownerGong transcript
Deciding finding

Call and CRM disagree

The rep logged 'verbal commit', but the buyer said they 'need to take it to committee'.

Evidence standard

Transcript
Exact moment quoted
Rep intent
Not concluded

04 · Deliver

Flag routed for review

Quoted moment sent to a manager for judgment

Risk-flagged

Rep-accuracy flag, quoted moment

The call and the CRM disagree on deal stage, so the finding goes to risk-flag review, not into a summary.

Classification
Rep-accuracy risk
Linked to
Activity and opportunity
Follow-up
Recommended action attached

Cited evidence

Transcript quote

Gong

Human step

Sales manager

Risk-flag review

Audit trail

  1. Transcript pulled from Gong14:02
  2. Linked to Salesforce opportunity14:03
  3. Findings classifiedFollow-up attached14:04
  4. Routed to risk-flag reviewSales manager14:05

Buying signals and risks classified per call

Illustrative case · sample data

Use Case 1

Call & Email Analysis

Trigger: Conversations with transcripts are available for review

1.Query activities with transcripts
2.Extract buying signals, coaching moments, and competitor mentions
3.Detect rep-accuracy discrepancies against CRM records
4.Classify each finding and link to the opportunity
5.Attach a recommended follow-up action
6.Route accuracy issues to a risk-flag review
✓

Managers get classified, evidence-backed insights and a coaching list instead of re-listening to calls.

Use Case 2

Team Coaching Patterns

Trigger: Manager wants recurring themes to coach

1.Aggregate findings across recent calls
2.Identify recurring patterns (talk ratio, weak next steps, competitor handling)
3.Tie patterns to stage-progression data where possible
4.Recommend the highest-leverage coaching focus
5.Pull example moments for a session
✓

Coaching targets the patterns that actually move deals, backed by real call evidence.

Integrations

Conversation Intelligence (Gong, Chorus)
CRM (Salesforce, HubSpot)
Email (Gmail, Outlook)
Risk Flag & Insight Records
Knowledge Base

Industries

all

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Analyze the transcripts from this week's calls.

Conversation Intelligence Agent

I work through every activity that has a transcript and classify each finding. Each one links to its activity and opportunity and carries a recommended follow-up.

What I extract from each call

  • Buying signals

    Budget, timeline, authority language

  • Coaching opportunities

    Talk ratio, missed discovery, weak next step

  • Competitor mentions

    Linked to the activity and opportunity

  • Rep-accuracy risks

    Claims that don't match what was said

Rep-accuracy risk-flag review

Accuracy issues go to a dedicated risk-flag review instead of being folded into a general summary.

Example complete

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Sample scenarios. Actions and outputs are illustrative.