Calls & transcripts
“What actually happened on this call?”
Search by date, agent, sentiment, duration, and more. Retrieve the analysis and speaker-by-speaker transcript.
CallOptix MCP
Turn your customer calls into data you can talk to.
Connect an MCP-compatible AI assistant to your CallOptix workspace. Ask questions about customer conversations, deals, team performance, and coaching—and investigate the calls behind the answers.
Explore 25 questions you can askFor MCP-compatible assistants, including ChatGPT and Claude where supported by your client and account.
“What objections increased this week?”
01 / Find a pattern
In this fictional example, cancellation-policy objections appear more often in the reviewed calls. Check call volume and data coverage before treating this as a wider trend.
“Show me the supporting calls.”
02 / Inspect a call
Example call A · Booking inquiry
Customer asks about flexibility before making a booking.
03 / Read the evidence
“I’m happy with the room rate. I need to know what happens if my dates change.”
Fictional customer transcript excerpt
A possible explanation to investigate: booking flexibility, rather than price. A call excerpt alone does not establish why a deal was lost.
Start with the business question
From customer concerns to your next coaching conversation.
Give your assistant access to the context already captured in CallOptix. Choose a question, then follow the evidence.
Objections & competitors
“What is making customers hesitate?”
Investigate recurring objections and competitor mentions, then read the language customers use.
Deals & revenue
“What is happening in our pipeline?”
Explore configured stages, deal values, linked calls, and recorded revenue by agent.
Team performance
“Where does our team need attention?”
Query dashboard analytics, agent scores, benchmarks, call volumes, and sentiment by conversation type.
Customer feedback
“What are customers unhappy about?”
Use conversation themes and transcripts to investigate service concerns, requests, and customer experiences.
Coaching
“Which skills should we work on next?”
Review saved coaching moments, AI suggestions, and outstanding assignments alongside call evidence.
Available results depend on recorded data, account permissions, and enabled features. Some deeper intelligence capabilities require an appropriate plan or add-on.
The context behind the conversation
Every call has a bigger story.
A transcript captures what was said. CallOptix connects that conversation to structured analysis, the agent, deal information, and coaching signals. Your assistant can explore those relationships and retrieve the transcript when it needs the exact words.
Ask about a pattern across calls, narrow the investigation, and check the evidence. Keep interpretations separate from what the records actually show.
Customer conversation
- Agent & contact
- Sentiment
- Objections
- Custom fields
- Deal & stage
- Revenue data
- Coaching signals
- Transcript evidence
Context comes from available analysis and linked workspace records.
How it works
Your calls. Your workspace. A new way to ask.
- 01
Bring your calls into CallOptix
Use your existing telephony connection or call ingestion API. CallOptix transcribes, analyzes, scores, and structures the conversation data.
- 02
Connect a compatible assistant
Add CallOptix MCP in an MCP-compatible client and authenticate your account. Connection options depend on your client and account.
- 03
Ask, investigate, and check
Ask a business question. Explore patterns, inspect relevant calls, and request transcript passages to check the answer.
A few things to know.
What would you ask your customer conversations?
See how CallOptix MCP can support your team’s questions. We’ll walk through the capabilities and your intended assistant setup.
Get ideas from the question guide