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Client Intelligence tab

The 🎯 Client Intelligence tab is about the client, not the agent — what they want and how likely they are to buy.

Client Intelligence

Voice of the Customer​

The client's concerns and motivations in their own words — the "why" behind the call.

Stated Intent vs True Intent​

  • Stated Intent — what the client said they wanted.
  • True Intent — what the AI infers they actually wanted.

A large gap here is a warning sign (or an opportunity) that the agent should have caught.

Lead Temperature​

How hot the lead is — 🔥 Hot, 🌡 Warm, ❄️ Cold — based on the signals in the call. This feeds the Lead Rank badge in the header.

Call Difficulty​

How hard the call was (Easy → Extreme). Difficulty balances scores: a perfect call with a hostile client is worth more than a perfect call with an easy one.

Extracted Facts​

The facts the AI pulled from the transcript — the entities you defined in the General tab (product, budget, timeline, etc.). Each fact is a key/value pair. These also let you filter calls later (see Lead field filters).