Ask AI About a Hundred Calls at Once with Export for AI
Your call transcripts hold the answers: why customers call, which agents shine, what almost sold. Getting those answers used to mean reading transcripts one at a time. Nobody does that past call three.
Now you don’t have to. Advanced Filter’s results banner has two new buttons: Export for AI and Export as CSV. Filter your call history down to the calls you care about, click Export for AI, and you get one file with every transcribed conversation in your results, built to hand straight to an AI assistant.
Ask in plain English
Attach the file to Claude, ChatGPT, or Copilot and ask what you actually want to know. The questions scale as wide as your filter does:
- One caller. “Review these calls from this customer and identify every pain point and sales opportunity.”
- One agent. “Score this agent’s professionalism, courtesy, accuracy, and product expertise, with examples from the transcripts.”
- A team or queue. “Across these calls, which agent was most consistent in offering our featured product?”
Ten calls or a thousand, it’s the same click. The export always contains exactly the calls in your current filtered results, so the answer is scoped to the question you asked.
Prefer a spreadsheet?
Export as CSV gives you the same conversations for Excel or Google Sheets, one row per call with the date, numbers, duration, AI summary, and full transcript. Best for manual review, sorting, and pivot tables.
Not sure which to grab? The (?) next to the buttons explains both, with example prompts you can copy.
Where it helps
- Coach with evidence. Pull an agent’s month, ask for strengths and coaching points, and walk into the one-on-one with specifics instead of impressions.
- Prep a renewal call. Export a customer’s history and ask what’s frustrated them and what they’ve asked about buying.
- Check the whole queue. Ask which agents follow the script, who mentions the promotion, and where calls go sideways.
Nothing to set up
If you have Advanced Filter, you have this. Only calls with a transcription are included, and the count next to the buttons shows how many made the cut. Filter first, then export.
It’s in your Manager Portal today. Call or text us at 602·445·7777.