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AI Chat

The AI Chat feature lets you ask questions about your transcripts in plain English. Instead of manually searching, just ask what you want to know.

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Accessing Chat

Click Chat in the sidebar (or navigate to /chat) to open the chat interface.

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The Chat Interface

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Left Sidebar: Chat History

Your previous conversations are saved here:

• New Chat - Start a fresh conversation
• Recent sessions - Click to continue a past conversation
• Session titles - Auto-generated from your first message

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Main Area: Conversation

This is where you interact with the AI:

• Type your question in the input box
• Press Enter or click Send
• The AI responds with answers sourced from your transcripts

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Filters Button

Click Filters to narrow what the AI searches:

• Date range - Only look at calls from specific dates
• Speakers - Focus on specific participants
• Categories - If you’ve tagged calls, filter by category
• Specific calls - Select particular recordings to query

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Add Context

Click Add context to attach specific calls to your question:

1. A dialog opens showing your calls
2. Select one or more calls
3. The AI will focus its answers on those transcripts

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@ Mentions

You can also use @ in the input box to quickly attach calls:

1. Type @ in your message
2. An autocomplete menu appears with your calls
3. Select a call to attach it as context
4. Continue typing your question

This is faster than using the Add Context button when you know the call name.

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Example Questions

The AI can answer questions like: Finding Information

• “What did John say about the pricing?”
• “Find mentions of competitor products”
• “When did we discuss the timeline?”

Summarizing

• “Summarize last week’s sales calls”
• “What were the main objections raised?”
• “Give me highlights from calls with Acme Corp”

Analysis

• “What topics came up most in demos?”
• “List action items from yesterday’s meetings”
• “Who mentioned needing faster support?”

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How It Works

When you ask a question:

1. CallVault searches your transcripts using hybrid search (keyword + semantic)
2. Relevant transcript chunks are found
3. The AI reads those chunks and formulates an answer
4. Sources are cited so you know where the info came from

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Model Selection

Click the model selector to choose which AI model powers your chat.

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Available Models

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Choosing a Model

• Speed over quality - Use GPT-4o-mini for quick lookups
• Important analysis - Use GPT-4.1 or Claude for detailed work
• Complex questions - Claude 3.5 Sonnet often gives the best answers

You can change models mid-conversation. Your chat history is preserved.

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Session Management

Conversations are saved automatically and appear in the left sidebar.

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Session Features

• Auto-save - Close the tab and come back later; your history is preserved
• Auto-titles - Sessions get titles based on your first message
• Pin sessions - Keep important conversations at the top of your list
• Archive sessions - Hide old conversations without deleting them
• Delete sessions - Remove conversations you no longer need

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Managing Sessions

Right-click on a session in the sidebar (or use the menu) to:

• Pin/unpin the session
• Archive/unarchive the session
• Delete the session

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Tips for Better Results

1. Be specific - “What did Sarah say about pricing in the Acme demo?” works better than “pricing info”
2. Use filters - Narrow the search window for more relevant answers
3. Add context - Attach specific calls when you know where the info is
4. Follow up - Ask clarifying questions in the same session
5. Index transcripts - Semantic search improves accuracy significantly

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Limitations

• The AI can only search transcripts that are synced and indexed
• Very recent calls may not be immediately searchable
• Long transcripts may be chunked, so some context between chunks might be missed