Call Analyst is an AI assistant that lives on the Call History page. Open it from the floating button in the bottom-right, then ask questions in plain English. The Analyst can filter your call table the same way you would by hand — and search across transcripts for specific topics that aren’t surfaced by metadata alone.Documentation Index
Fetch the complete documentation index at: https://docs.exec.com/llms.txt
Use this file to discover all available pages before exploring further.
What you can ask
Filter by metadata
Narrow the table by person, group, category, date, or processing state — without clicking through the filter UI.“Show me Scott’s discovery calls from last week.”“Calls in the Onboarding category that failed scoring.”
Search transcripts
Find moments inside calls by what was discussed — not just titles and dates.“Calls where someone mentioned a competitor.”“Calls where a customer raised a pricing concern.”
Filtering the table
When you ask a question that maps to a filter the table supports — people, groups, categories, dates, scoring status — Call Analyst applies the filter directly and the table updates. A confirmation card appears in the chat showing exactly which filters were applied, plus the resulting call count.Searching transcripts
For content questions like “calls where someone asked about CRM integrations,” Call Analyst searches the actual words spoken on each call. Each match comes back as a snippet card showing the call title, the matched timestamp, and a brief why-it-matched explanation. Click Open call on any snippet to jump straight to that moment in the recording — the side panel opens to the Recording tab and seeks to the exact timestamp.Transcript search is hybrid: it combines semantic similarity (so “competitor” finds “rival” or specific product names) with keyword matching, then a second AI pass ranks the candidates for relevance.
Combining metadata and content
You can mix both in one question. “Calls where Scott talked about pricing in the last 30 days” narrows the corpus by person and date first, then searches transcripts inside that smaller set.Multiple questions in one message
If you ask several questions at once (“calls about refunds AND calls about legal concerns AND calls about data breaches”), each one returns its own snippet card group so the answers stay separate.What you’ll see
Watch the response stream
The Analyst’s reply appears in real time. For filter questions, the call table behind the panel updates. For content questions, snippet cards appear underneath the response text.
Visibility
Call Analyst respects the same visibility rules as Call History. A workspace admin sees results across every call in the workspace; a participant only sees calls they’re a participant on (or that have been explicitly shared with them). Transcript search will never return a snippet from a call you can’t already see in the Call History table.Search allowance
Each workspace gets a monthly allowance of transcript searches included with your plan. Once you’ve used at least one search in the current billing period, an allowance counter appears at the top of the Analyst panel showing how many you have left and when the counter resets. After the included allowance is exhausted, additional searches draw from platform credits — the counter switches to show credits remaining.Filter questions (e.g., “calls from last week”) don’t count against the search allowance — only transcript-content questions do.
Tips for good results
- Be specific about who and when. “Scott’s discovery calls in March” gives the Analyst more to work with than “some calls.”
- Use the language your team uses on calls. Transcript search picks up on synonyms, but starting from the actual terminology your reps use produces the strongest matches.
- Ask follow-ups. The Analyst remembers the conversation. After filtering to “discovery calls last week,” you can just say “show me only the ones under 70%.”