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Contact Intelligence

Contact Intelligence lets you ask natural language questions about any contact and get AI-powered answers based on their full conversation history.

What does it do?

Contact Intelligence lets you query a contact's full conversation history using natural language. Instead of manually reading through transcripts, ask questions and get instant, cited answers.

See it in action

Watch how a Contact Intelligence question is answered from one contact's call history.

How it works

1

Semantic search

Your query is embedded and compared against all conversation transcripts with that contact using pgvector.

2

Context retrieval

The most relevant conversation excerpts are retrieved and ranked by similarity.

3

AI synthesis

Gemini 2.5 Flash reads the retrieved excerpts and generates an answer with citations (call ID + timestamp).

Example queries

"What are their main pain points?"

Returns: Key frustrations mentioned across all calls

"When did they first mention pricing?"

Returns: Timestamp and context from first pricing discussion

"What objections have they raised?"

Returns: All objections with citations to specific calls

"Do they prefer email or phone follow-ups?"

Returns: Communication preferences mentioned in conversations

Usage limits

Contact Intelligence queries are usage-based and count against your plan limits:

  • Solo plan: 25 queries/month
  • Team plan: 100 queries/month
  • Business plan: 400 queries/month

Query limits vary by plan. Upgrade anytime if you need more.

Best practices

  • Be specific: "What pricing did they mention?" beats "pricing"
  • Ask one question at a time for clearer answers
  • Check citations to verify AI answers against source transcripts
  • Use for discovery, not precise facts (e.g., exact dates)