Overview

The Business Intelligence (Beta) feature leverages AI to turn your meeting logs into actionable insights. By analyzing your transcripts, the system generates visual mind maps and data structures to help you understand sales pipelines, product development needs, and more.

Step 1: Create a New Project

To begin an analysis, you need to create a project container.

1. Navigate to the Business Intelligence (beta) tab in the top navigation bar.

2. Click the blue + Create New Project button on the right side.

   

3. A modal window will appear.

   • Project Name: Enter a name (e.g., "Sales Analysis").
   • Project Description: (Optional) Add details about the goal of this analysis.
   • Source: Ensure "VoicePing Meetings" is selected.

4. Click Create Project.

Step 2: Select a Project Template

Once the project is created, you must define how the AI should analyze the data.

1. You will see the "Sales Analysis" (or your chosen name) screen.

2. Locate the Project Template dropdown menu.

   

3. Select a template that matches your needs. Options include:

   • Sales Pipeline Overview (Recommended for sales calls)

   • Product Development

   • Customer Feedback Analysis

   • Product Management

     

4. Once selected (e.g., Sales Pipeline Overview), the system will automatically populate Analysis Queries. These are the specific prompts the AI will use to extract insights (e.g., "Competitive Intelligence," "Sales Insights").

   

Step 3: Add Data Sources

Now, connect the specific meetings you want to analyze.