> For the complete documentation index, see [llms.txt](https://docs.slapfive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.slapfive.com/getting-started/slapfive-best-practices/slapfive-self-guide-enablement/ai-capabilities/ai-call-insights-workflow.md).

# AI Call Insights Workflow

Define and implement a workflow to capture insights from Gong call recordings and convert them into actionable advocacy, reference, and content opportunities within SlapFive.

<figure><img src="https://2901117923-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlkxMKaLwhXP9Cu98jtv6%2Fuploads%2FmkiDXVse0OHy4lTKDVi6%2Fimage.png?alt=media&amp;token=66d4bfdf-2da6-4f13-9fd3-60f2f359c4b9" alt=""><figcaption></figcaption></figure>

#### Start With Clear Goals

Define what you want to measure or monitor:

* General advocacy intent
* Existing hidden advocacy
* Specific advocacy activity mentions
* Customer outcomes & value statements
* Align tracker design with business questions you want answered, not just “nice to know.” For example:
  * “Which customers express general interest in participating in advocacy activities (‘intent’)?”
  * “Which customers are already advocating for us but whose activities are not being captured in SlapFive?”
  * “Which customers have mentioned specific advocacy activities (upcoming events, customer story, review, etc.) and need to be followed up on quickly?”
  * “Which customers are describing clear outcomes and value statements, such as time to value and cost savings”

***

#### 2. Use Precise Keywords & Variants

* Include synonyms, nicknames, and acronyms (e.g., for Salesforce: “SFDC,” “Salesforce.com,” “SF”)
* Add common misspellings and spoken shorthand
* For products, include both brand names and generic descriptors (“HubSpot” AND “marketing automation”)
* Test real transcripts before finalizing

***

#### 3. Connect to Action

* Decide what happens when a tracker fires:
* Creates a new Activity in SlapFive (For example: A customer who has mentioned completing a reference call in the wild or participating in a webinar with another team)
* Creates a customer voice asset (For example: A customer has described tangible ROI, made a competitive mention, or expressed satisfaction with the resolution of a problem)
* Logs a new entry to a Targeted Advocates campaign (For example: A customer has expressed general interest in participating in advocacy activities or a high level of overall satisfaction)

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