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• 5.19

Intelligence Engine

This document provides an overview of the AI-powered features for historical analytics and real-time support, allowing you to analyze the interactions supported by your contact center and provide real time assistance to agents.

Before you can log in, a contact center administrator must assign the necessary permissions to your account. Once you have permission, access the Intelligence Engine at https://<your contact center URL>/ia.

Real-time Features

AI Summary for Agents-icon-4xres.png AI Summary for Agents

Assist agents with After Call Work (ACW) by automatically generating interaction notes based on the part of the interaction they handled.

  • Reduce after call work duration by allowing agents to copy and paste the summary into their notes.
  • Help agents follow company methodology for documenting customer interactions (e.g. STAR).
  • Allow agents to focus on the customer interaction without having to keep track of everything that happened during the call.
  • Insert the summary into a CRM using a workflow.

Real-Time Suggestions-icon.png Suggestions

Provides agents with live, in-call support through real-time checklists, contextual knowledge base articles, and text-based suggestions triggered by the conversation.

  • Issue reminders to assist your agents to maintain compliance.
  • Reduce agent call handling times by providing your agents with relevant information to customer questions.
  • Prompt your agents to respond accordingly to competitor mentions.
  • Provide training tips to newer agents during their customer interactions.

Historical Features

Discovery-icon.png Discovery

Identify and tag unknown or emerging topics from your customer conversations to help you understand why customers are contacting you.

  • Understand why customers are cancelling your services.
  • Track why customers are calling in to allocate resources in the needed areas.
  • Get ahead of customer trends.
  • Detect complaints about services and products.

Intent studio-icon.png Intents

Define grammar or AI-based rules that recognize when a phrase or topic appears in an interaction that is of interest to your business

  • Track conversation topics by assigning them to specific Categories.
  • Act as scoring and survey metrics in Autoscoring forms.
  • Detect topics of conversation to provide suggestions to agents.


Catagories-icon.png Categories

Define, track, and categorize specific known topics (intents) to analyze agent behaviors and customer emotions, helping you understand how different conversation elements correlate with one another.

  • Track when customers mention a competitor.
  • Gauge a customer’s sentiment.
  • Track the status of a sale.
  • Track which services are most requested by customers.
  • Monitor booking inquiries and cancellation requests.
  • Track service inquiries and common issues reported by customers.
  • Detect requests for plan upgrades or cancellations.
  • Track billing disputes and customer concerns about pricing.
  • Identify recurring network complaints.

Autoscoring-icon.png Autoscoring

Automatically evaluate interactions against configurable scoring forms to provide continuous, consistent assessment of agent performance and customer sentiment for compliance and quality management.

  • Automatically mark interactions as failed when your agents are not being compliant.
  • Automate agent performance score evaluations.
  • Automatically measure customer experience based on the interaction content.
  • Prevent evaluator bias in your agent evaluations and customer surveys.


Summary Template-icon.png Historical AI Summaries

Provide quality managers and analysts with a complete overview of customer interactions, helping them quickly grasp the context and outcome without needing to review full transcripts.

  • Understand the subject and outcome of an interaction without listening to the recording or reading the transcript.
  • Target specific items brought up in the conversation to be highlighted.
  • Improve QA efficiency by allowing quality managers to find the interaction records they need more quickly.
  • Increase QA productivity by allowing quality managers to focus on more important tasks.


Utilities and Administration

Settings-icon.png Coverage

Manage which Intelligence Engine features are applied to services in your contact center.

  • Control costs by preventing overuse.
    • Assign items to services only where they are needed.
    • Limit the number of interactions processed by setting a lower coverage percentage.
  • Prevent cluttering of data for more useful analysis.
    • Only assign items that are relevant to a service.

Search-icon.png Search

Find interactions you are interested in by filtering by various attributes.

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