What Is an AnalysisPlan?

An AnalysisPlan tells the system how to:

1. Generate a short summary of the call.
2. Extract structured data from the call.
3. Provide a success evaluation for the call.

You can mix or match these sub-plans. Each sub-plan has its own “messages” (the prompt content) and a “timeoutSeconds” (how long we wait before giving up).

Tip: We suggest using timeoutSeconds between 30 and 60 to give the AI enough time to respond.

Plan Details

SummaryPlan

• Purpose: Creates a short summary of the call, stored in call.analysis.summary.
• Key Fields:
  • enabled: boolean (default true).
  • messages: array of messages telling the model how to summarize.
  • timeoutSeconds: how long to wait. Generally set to 30–60 seconds.

Example:

{
  "summaryPlan": {
    "enabled": true,
    "messages": [
      {
        "role": "system",
        "content": "Summarize this call succinctly."
      },
      {
        "role": "user",
        "content": "Here is the transcript:\\n\\n{{transcript}}\\n\\n"
      }
    ],
    "timeoutSeconds": 60
  }
}

StructuredDataPlan

• Purpose: Extract key data from the call (e.g., names, order IDs).
• Key Fields:
  • enabled: boolean (default false).
  • schema: the JSON Schema that describes the structure of the data you want.
  • messages: array of messages guiding the AI to produce valid JSON that fits the schema.
  • timeoutSeconds: how long to wait. We recommend 30–60 seconds.

Schema Example: