AI agent listening to a phone call waveform and producing notes, sentiment tags, and action items

How to Build an AI Call Analysis Agent

Your team ran 153 calls last quarter. You listened to maybe 10. An AI agent listens to all of them — and emails you the analysis when you ask.

# sales-coaching
C
Call Insights Agent Monday 9:00 AM
Weekly coaching highlight

Identified a top-performer technique worth sharing: Rachel closed 4 of 5 competitor-displacement deals this quarter using an acknowledge-quantify-case study pattern. Her win rate on these calls is 80% vs. team average of 31.6%.
Playbook saved to Google Docs
"Competitor Displacement -- Rachel's Framework" includes the three-step pattern with timestamps from her best calls. Shared to the Sales Playbooks folder in Google Drive.

How it works

Create a call analysis agent at dashboard.carlyassistant.com (or email carly@usecarly.com and describe what you need). Connect your call recorder, CRM, and messaging tools — Gong, HubSpot, and Slack cover most sales teams. The agent starts analyzing transcripts, cross-referencing deal outcomes, and surfacing insights immediately. It learns your coaching priorities and reporting cadence over time. Full setup walkthrough: How to Create a Custom AI Email Agent.


What an AI call analysis agent connects to

CategoryIntegrations
Call RecordingGong, Fireflies, Fathom, Recall.ai, tl;dv
CRMHubSpot, Salesforce, Pipedrive
DocumentsGoogle Docs, Notion, Confluence
SpreadsheetsGoogle Sheets, Airtable
MessagingSlack, Microsoft Teams
FilesGoogle Drive, Dropbox

The agent pulls transcripts from your call recorder, cross-references deal outcomes in your CRM, and delivers analysis wherever you work. Build one in the Carly dashboard or email your existing agent and ask it to create a call analyst for you.


What you can ask an AI call analysis agent

  • Ask about objection trends — agent analyzes 150+ calls, ranks objections by frequency and win rate
  • Request a rep scorecard — agent pulls call data, scores across 6 dimensions, flags coaching priorities
  • Track competitors — agent monitors mentions across calls, reports weekly with context and deal outcomes

Start building: Get started with Carly

Related: How to Create a Custom AI Email Agent · How to Build an AI Sales Rep · Best AI Agents for Sales · Best AI Notetakers · How to Connect HubSpot to an AI Agent

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See what people say

"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.

Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.

On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."

Gus Ibrahim, Founder & Director, IHR