> 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/ai-call-insights-workflow-design.md).

# AI Call Insights Workflow Design

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

## 1. Integration with Systems

Define integration points:\
\- Gong (call insights)\
\- Salesforce (activity tracking) SlapFive - campaign/member creation/stories created\
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*Customer Decision Required: Confirm systems and data flow.*

## 2. Call Types & Triggers

Define which call types will trigger insight capture.\
Examples: CSM weekly check-ins, QBR/EBRs, executive sponsor calls, support meetings.\
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*Customer Decision Required: Select relevant call types to include.*

## 3. Insight Categories

Define which insights to capture from calls.\
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Group 1: Advocacy sourcing (interest, fit, matching)\
Group 2: Customer stories (success, use cases, quotes)\
Group 3: Dissatisfaction (risks, churn signals)\
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*Customer Decision Required: Confirm categories and prioritize focus areas.*

## 4. Keyword & Phrase Identification

Define keywords or phrases that indicate valuable insights.\
Examples: 'accelerated ROI', 'reduced cost by X%', 'great reference'.\
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*Customer Decision Required: Provide keywords and phrases to guide AI detection.*

## 5. Insight Capture Process

AI analyzes Gong recordings to:\
\- Identify relevant quotes\
\- Tag insights\
\- Store structured data\
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*Customer Decision Required: Confirm capture rules and validation process.*

## 6. Member & Company Handling

Define logic for entity creation:\
\- Create member if not existing\
\- Create company if not existing\
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*Customer Decision Required: Define matching rules and required fields.*

## 7. Actions Triggered by Insights

Define what happens after an insight is captured:\
\- Add to campaign\
\- Create story\
\- Request peer review\
\- Invite to advocacy or reference programs\
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*Customer Decision Required: Select which actions should be automated.*

## 8. Approval Workflow

Define approval process:\
\- SlapFive admin receives notification\
\- Approves or rejects action\
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*Customer Decision Required: Define approvers and approval criteria.*

## 9. Outreach & Activation

If approved:\
\- Notify contact owner\
\- Request outreach for advocacy or reference programs\
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*Customer Decision Required: Define outreach messaging and timing.*

## 11. Reporting & Measurement

Define success metrics:\
\- Number of insights captured\
\- Conversion to advocacy\
\- Engagement rates<br>

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