Call Insights

Your call recordings already know what's wrong with your funnel.

Call Insights reads your CallRail transcripts and surfaces the themes, top questions, voice-of-customer phrases, and buyer personas hiding in them — then promotes the highest-evidence findings into your Conversion Research backlog, with the calls behind each one a click away.

Why call data sits unused

Your calls already say what's wrong with your funnel. Nobody has time to listen.

If you run a call-driven funnel, the most honest CRO research you'll ever read is sitting in your CallRail recordings right now. Buyers say what they like, what they're hesitating over, what your landing page didn't answer, and what made them pick up the phone instead of buying.

And almost none of it gets used. Listening to even a hundred calls is half a day's work. Pulling that into themes, questions, and objections — by hand — is another day or two. Doing it again next month? Nobody volunteers.

So the recordings stack up. The objections that would rewrite your hero copy stay locked in audio. The questions that should be on your FAQ keep getting asked on the phone. The signal is there. The bottleneck is the listening.

What it does

Four AI passes over your transcripts. One report per project.

Connect CallRail once. Call Insights pulls the recordings and transcripts in the date window you pick, then runs four passes over them — and writes the output into a single living report on the project.

Theme clustering

Your calls get grouped into the topics that actually keep coming up — pricing pushback, scheduling friction, fit questions, complaints — with sample quotes and sentiment under each cluster.

Top questions, with answers

A ranked list of the questions callers ask most often, with a suggested answer per question and the landing page each call came from. Drop straight into your FAQ or hero copy.

Voice of customer

Three buckets pulled as exact phrases from transcripts — what customers like, what persuades them to buy, and the objections they raise — ready to paste into ad copy and headlines.

Persona identification

Callers get sorted into the four buyer personas (Methodical, Competitive, Humanist, Spontaneous) so your targeting and messaging match the people actually picking up the phone.

What's in the report

Nine things the report gives you that a stack of recordings doesn't.

Theme clusters with sub-themes

Five to twelve themes per report, each with its own count, sentiment, sample quotes, and drill-down into sub-themes. Click into a theme to see the calls behind it.

Top questions with AI-suggested answers

Every recurring question gets a draft answer you can edit, plus the count and the calls that asked it. Export the list as CSV for your FAQ team.

Voice of Customer — Likes, Persuasion, Objections

Three phrase buckets pulled verbatim from transcripts. Stop guessing the words to use in your hero — start using the ones your buyers already use on the phone.

Persona identification

Each caller gets tagged with one of the four classic buyer personas, so you can see which segment dominates your inbound calls and tune your funnel to match.

New-vs-existing customer segmentation

Every call gets classified as a new prospect, an existing customer, or unknown — based on what's actually said in the transcript. So pre-purchase signal stops getting drowned by support calls.

Landing-page attribution

Every theme, question, and call ties back to the landing page that drove it. You see which pages generate which kinds of calls — and which questions belong on which page.

In-app transcripts and call browser

Search and read every analysed transcript inside the app, with theme tags and links back to the recording in CallRail. Spot-check a finding without leaving the report.

PII masking by default

Caller phone numbers are SHA-256 hashed and shown only as a masked tail (***-***-1234). The raw number is never persisted on the report or exposed to the UI.

Incremental refresh

Refresh pulls only the calls newer than the most recent one in your report and merges them in. New themes, calls, and personas get a 'first seen' timestamp so you can tell what changed.

How it fits with the rest of your CR work

Not a standalone dashboard. Part of your Conversion Research workflow.

Auto-promotes findings into the Conversion Research backlog

When a CRO finding clears the per-report supporting-calls threshold (default 3 distinct calls), it gets promoted into the project's conversion research backlog, source-tagged so you can trace it back to the calls that triggered it.

Dedupes with Heuristic Analysis

Findings already raised by the Heuristic Analysis pass don't get duplicated by Call Insights. The CR backlog stays one list, not five overlapping lists from five sources.

Feeds the Audit Results report

Promoted findings flow into the project's audit results, so your call data sits next to your GA4, heatmap, and survey diagnoses in the same prioritised list.

Reads your project Knowledge Base

Each AI pass uses the project's CRO knowledge base — past winning experiments, internal docs, custom hypotheses — so the findings get sharper as your library grows.

Lives in the project sidebar under Conversion Research

Call Insights sits next to Surveys, Heatmaps, and the rest of your CR tools. One report per project, refreshed in place — not yet another standalone dashboard to remember.

What changes after your first report

Six things you stop doing by hand.

  • Kills the manual listening tax — get the patterns from hundreds of calls in one report instead of one tab per recording

  • Surfaces real objections in your buyers' own words — not your team's guess at what's blocking the sale

  • Hands you exact phrases ready to paste into ad copy, hero sections, and FAQs — pulled verbatim from the transcripts

  • Ties every insight to a specific landing page, so you know which page to fix and which question belongs where

  • Separates pre-purchase signal from support noise — new-customer calls and existing-customer calls live in different filters

  • Lands the highest-evidence findings in your CR backlog automatically — no copy-paste from a transcript into a hypothesis doc

Who it's for

If you run a funnel that ends in a phone call, this is for you.

CRO managers

Stop dragging objection language out of recordings by hand. The phrases your visitors are actually hesitating over land in a ranked list, attached to the page that drove the call.

Growth leads

See which questions and themes show up across hundreds of calls before deciding what to test next. Promoted findings flow into the same CR backlog you already work from.

Paid-media managers

Pull verbatim caller language for ad headlines and landing-page hero copy. The Voice-of-Customer phrases are tagged by landing page, so you can match copy to the source that drove the call.

Marketing leaders running call-driven funnels

Get a single living document per project that shows what's actually being said on the phone — themes, questions, objections, personas — refreshed as new calls come in.

Is it a fit?

Three things you need before you start.

Call Insights is built around a specific stack. If you have it, you can kick off the first report in a couple of clicks — it then runs in the background (minutes for small windows, hours for hundreds or thousands of calls). If you don't have the stack, this isn't the right tool today — better to know that up front than three steps into the wizard.

An active CallRail account with API access

Call Insights reads call data through CallRail's v3 API. You generate one API key per project, paste it into the wizard, and we verify it before saving. CallRail is billed by them directly.

CallScribe enabled on the company you connect

Transcripts are required for the AI analysis. CallScribe is CallRail's transcription add-on — without it the recordings exist, but the four AI passes have nothing to read.

An active Conversion Research subscription

Call Insights is included in the Conversion Research tier. As long as the subscription is active, you can create and refresh as many reports as you need — one per project, no per-run credit charges.

FAQ

Questions worth answering before you connect CallRail.

Stop letting your best research sit in audio.

Get the themes, questions, and voice-of-customer phrases out of your recordings and into the same Conversion Research backlog you already work from.

Included in the Conversion Research subscription. Requires CallRail with CallScribe.