Using AI Chat
The AI Chat lets you ask questions about your call transcripts in natural language. This guide shows you how to get the most out of it.Opening Chat
- Log into CallVault
- Click Chat in the sidebar
- Or navigate directly to
/chat
Your First Question
1
Type Your Question
In the input box at the bottom, type a question like:“What did we discuss in calls last week?”
2
Send It
Press Enter or click the send button.
3
Wait for Response
The AI searches your transcripts and formulates an answer. This takes a few seconds.
4
Read the Answer
The response appears in the chat area, often with references to specific calls.
Types of Questions You Can Ask
Finding Information
- “What did John mention about the budget?”
- “Find references to competitor X”
- “When did we talk about the launch date?”
Summarizing
- “Summarize my calls from this week”
- “What were the main points from the Acme demo?”
- “List the objections raised in sales calls”
Analyzing
- “What topics come up most in discovery calls?”
- “How did the pricing discussion go with Beta Corp?”
- “What questions did prospects ask about integrations?”
Using Filters
Click the Filters button to narrow what the AI searches.Date Range
Set start and end dates to focus on a specific period:- “Last week’s calls only”
- “Q4 2024”
- “Today”
Speakers
Select specific participants:- Only search calls with certain people
- Useful for finding a specific conversation
Categories
If you’ve tagged your calls:- Filter by tags like “demo” or “sales”
- Focus the AI on relevant calls
Adding Context
The Add Context button lets you attach specific calls:1
Click Add Context
Opens a dialog with your calls.
2
Select Calls
Check the boxes for calls you want the AI to focus on.
3
Confirm
Click to attach them to your next question.
4
Ask Your Question
The AI will prioritize those transcripts.
Conversation Sessions
Sessions are Saved
Every conversation is automatically saved. Find them in the left sidebar.Continuing a Session
Click on a previous session to continue that conversation. The AI remembers the context.Starting Fresh
Click New Chat to start a clean conversation without previous context.Tips for Better Results
Be Specific
❌ “Tell me about pricing” ✅ “What did Sarah say about pricing in the Acme demo on Tuesday?”Use Names
The AI can filter by participant names:- “Find what Mike said about the timeline”
- “Summarize calls where Jennifer participated”
Combine with Filters
For best results:- Set a date range
- Add specific call context
- Ask a focused question
Follow Up
In the same session, ask follow-up questions:- “Tell me more about that objection”
- “Who else mentioned that?”
- “When exactly did they say that?”
Understanding Responses
Sources
The AI often cites which calls it pulled information from. Click these to view the original transcript.Confidence
Some answers are direct quotes, others are summaries. If it says “mentioned” vs “said exactly,” that’s the difference.Limitations
- The AI can only search synced, indexed transcripts
- Very long transcripts might be chunked, missing some context
- Recent calls need time to be indexed
Troubleshooting
”I couldn’t find information about that”
- Check if relevant calls are synced
- Try broader search terms
- Remove restrictive filters
Slow responses
- Complex questions take longer
- Many transcripts = more search time
- Try narrowing with filters
Wrong information
- Verify by checking the source call
- Try rephrasing the question
- Add specific call context