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Revenue Intelligence Configuration Guide

Revenue Intelligence Configuration Guide

This guide explains how to configure Revenue Intelligence in x-bees, including both standard settings and custom configurations.

Other documentation:ย x-bees documentation

Created: February 2026

Permalink:ย https://wildix.atlassian.net/wiki/x/QwB1Ww

Introduction

Revenue Intelligence is a powerful tool specifically created for sales managers and professionals. It offers a comprehensive view of customer interactions, empowering sales teams to analyze and extract valuable insights from their meetings. With Revenue Intelligence, you can gain a deeper understanding of sales interactions, identify areas for improvement,ย leading to higher customer satisfaction and increased sales. Adding custom configurations allows you to define what exact insights and data you wish to analyze in call recordings, giving you more flexibility and addressing your business needs.

Requirements

  • Min. supported WMS version: WMS 7.01 andย higher
    (available in WMS 6.06, too, but not all features may be supported, e.g. the updated "Record call" Dialplan application)

  • x-bees SuperBee subscription for x-bees / SuperHopper + AI license for x-hoppers

  • ACL rulesย "Can see analytics" and "Can see call recordings"

  • Calls and conferences being recorded / transcribed;ย you can enable call transcription directly in the Dialplan. For more details, see the documentation Dialplan applications - Admin Guide

Configuration

The configuration is performed by an admin.

By default, Highlights and Evaluations metrics are enabled. However, admins can deactivate particular metrics in WMS Settings.

  • Navigate to WMS โ†’ PBX โ†’ Integrations โ†’ Cloud integrations โ†’ Revenue Intelligence

  • Select the metric you want to deactivate

  • Click Options (three dots) button and click Deactivate

There is also possibility to set custom configurations for Revenue Intelligence, which gives more flexibility by letting you define the data you wish to analyze in call recordings. To do so, follow next steps:

  1. Go to WMS โ†’ PBX โ†’ Integrations โ†’ Cloud integrations โ†’ Revenue Intelligence, and click Add new category button

new-category.png

  1. Enter a name for your category in theย Categoryย field

  2. Clickย Addย to create it

new-category-name.png

  1. Find your newly created Category in the list

  2. Click onย Add new Configuration button

add-new-configuration.png

  1. You can create a configuration in one of the following ways:

  • Create from scratch: configure everything manually

  • Generate: describe what you want to measure or visualize and, if helpful, reference Revenue Intelligence conversations

  • Generate for AI agent: generates a configuration for the Agent (Generative AI) that allows analysis of how well the agent performs according to its instructions and goals

configuration-options.png

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For manual setup, clickย Createย underย Create from scratch. In theย New Configurationย window, fill in the required fields:

  • Name:

  • Description:

  • Fields: specify what information AI should extract from the call. Fill in the following fields:

    • Field name

    • Description

    • Field type: Choice, Text, Multiline

    • Options if you selected Choice.

  • Guidance

  • Conditions: set rules that defineย which calls should be analyzed. Only calls that match these criteria will be processed by AI. Leave empty to analyze all conversations. Fill in the following fields:

    • Condition type:ย User, Group, Direction, Duration

    • Value

configuration-from-scratch.png

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  1. After filling in all theย necessary fields, clickย Addย to save the configuration

Adding custom configurationsย 

Adding custom configurations allows you to define what exact insights and data you wish to analyze in call recordings, giving you more flexibility and addressing your business needs.

Create from scratch

The option allows you to create configuration manually.

  1. Click Create

create-button.png

  1. Enter configuration name and description

new-configuration-name-description.png

  1. Add fields. Fields allow you to define the specific data that AI should analyze and extract from call/ conference recordings. Each field is a piece of information you want to capture during the analysis and have it displayed in Revenue Intelligence. Click Add field to start adding your first field:

add-field-button.png

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  1. Enter field name and description. The description should include clear instructions, e.g. acceptance criteria, output.

field-name-description.png

  1. Choose the output option:

  • Choice: the conversations will be categorized by selecting from the predefined options

  • Text: a concise, single-line text responses will be generated based on the field name and description. Ideal for brief insights, labels, or short analytical summaries.

  • Multiline: AI will produce a detailed, multi-paragraph text responses based on the field name and description. Ideal for detailed summaries, comprehensive analysis, or extensive commentary.

choice-text-multiline.png

For the Choice type, you can also decide if you want AI to select multiple options from the available choices or a single one:

choice-multiselect.png

Note: Configurations which have fields with the Choice options can be displayed in the Filter section in Revenue Intelligence:

sales-intelligence-filters.png

You can add multiple fields and can instruct AI to analyze whatever information you need, e.g. if customer is happy or frustrated, which topics were discussed, etc.

customer-frustrated.png

If needed, you can duplicate a field clicking on the Duplicate field button:

duplicate-field.png

To reorder field options, press the drag handle icon and drag the option to the necessary position:

reorder-options.png

In the same way, you can reorder the fields, by grabbing and dropping them to the necessary position:

reorder-fields.png

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Generate configuration

If you choose this option, you can just give description of what data you wish to measure or visualize and the system will come up with a ready-to-edit configuration specifically designed for your context. Also, here you can refer to Revenue Intelligence configurations if required.

  1. In the Generate section, add the description of what data you need to be analyzed:

generate-description.png

  1. Click Generate

  2. Wait till the configuration is generated:

configuration-generation-process.png

Note: The generation process can take several minutes.

  1. When configuration is generated, you can view its description:

generated-configuration-description.png

  1. When you close the description, you can view the configuration details (prefilled name, description, categories, fields) that were automatically added:

generated-configuration-details.png

  1. To view details of a field just click on it. If needed, you can modify the description, add or remove options.

view-field-details.png

If any of the fields are not required, you can remove them:

remove-fields.png

  1. After you finish reviewing the configuration, click Add

add-generated-configuration.png

Analyze AI Voice Agents

The option Generate for AI Agent allows to create a configuration for AI Voice Agent (Generative AI) and analyze how well the agent performs in accordance with its instructions and goals.

generate-for-ai-agent.png

  1. Click on the Generate for AI Agent section and choose the Voice bot you wish to analyze:

choose-voice-agent.png

  1. You can also add links to relevant Revenue Intelligence conversations to improve generation context:

add-references.png

Note: You can add up to 5 references here.

  1. Click Generate and wait till the generation is completed:

generation-in-progress.png

Note: The generation process can take several minutes.

Once generation is completed, you can view the description:

generation-configuration-description.png

  1. Review the configuration and edit it, if required. In the example below, you can see the following fields:

  • Tasks completed: analyzes if the Voice bot completes its tasks. You can remove unnecessary items or add new ones:

tasks-completed.png

  • Resolution Outcome: analyzes whether the customerโ€™s main request was resolved by the end of the call.

  • Agent Performance Rating: rates overall agent performance

  • Customer Frustrated?: determines if customer showed frustration, irritation, or confustion

  • Customer Steps: lists customer decisions/ actions

  • Compliance with Agent Instructions: evaluates alignment with the Voice agent instructions

  • Assistance Gaps: identifies shortcomings that prevented effective assistance

  • Improvements: provides fixes for the gaps

ai-agent-analysis-fields.png

  1. Review the details of your configuration. If needed, you modify it, add or remove options. And click Add once completed:

add-configuration-ai-agent.png

Set Conditions

In the Conditions section you can determine which calls/ conferences should be analyzed (e.g. of a specific user or a call group, etc.).

  1. Click Add condition:

add-condition.png

  1. Choose the necessary condition. The following conditions are available:

  • User: allows to choose user(s) whose calls need to be analyzed

  • Agent: choose the AI Voice agent

  • Group: allows to select call group(s)

  • Direction: choose if you wish to analyze inbound or outbound calls, or both

  • Duration: select duration of the call that have to be analyzed

choose-condition.png

Only calls that match the chosen criteria will be processed by AI. If you wish to analyze all conversations, leave the Conditions section empty.

To add multiple conditions, click Add Condition and choose the required settings:

multiple-conditions.png

Optimize Configuration

If you wish to improve the configuration, click the Optimize button. On the screen that pops up, describe what you want to optimize in your configuration:

optimize-button.png

Based on your input and requirements, the system adds more fields to the configuration. Review the optimized configuration and save it.

Enable Configuration

By default, when you create a new configuration, it is disabled. To enable it, click the three dots icon and press Enable:

enable-configuration.png

The configurations that you enable are then displayed in the Highlights section in Revenue Intelligence in x-bees:

configurations-in-sales-intelligence.png

Manage Configurations

All configurations are displayed on Revenue Intelligence tab in WMS โ†’ PBX -> Integrations -> Cloud integrations, where you can manage them. Clicking on the three dots icon next to the necessary configuration, you have the following options:

  • Edit: allows to edit the configuration

  • Copy: creates an exact copy of the configuration

copy-configuration.png

  • Enable: activates the configuration (in case it is already enable, the option is greyed out)

  • Pause: allows to pause the configuration

  • Disable: disables the configuration

Note: When a configuration with Choice options is disabled, it is no longer displayed in the Filter settings in Revenue Intelligence.

  • Analyze: lets you analyze previously made calls

  • Delete: allows to delete the configuration

Note: When you delete a configuration, this action cannot be undone.

configuration-actions.jpg

Analyze previously made calls

  1. Click the three dots icon (1) next to the necessary configuration and press Analyze (2):

analyze-button.png

  1. Choose if you want to analyze all conversations within the time frame you select, or specific conversations only

analyze-choose-conversations.png

All conversations

For all conversations option you need to choose conditions, e.g. time range, calls of specific user(s), group(s), AI agent, direction, duration and limit the number of calls to be analyzed.

analyze-calls-set-conditions.png

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Specific Conversations

In case of a specific conversation option, you need to provide link(s) to the conversation(s) you want to analyze:

analyze-specific-conversations.jpg

To get the link, you can just open the necessary conversation in Revenue Intelligence and copy its URL:

copy-conversation-url.png

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  1. Then, click Next:

analyze-conditions-next.png

  1. In the Preview section you can see how many calls will be analyzed and choose how many calls should be processed at a time:

analyze-preview-section.png

Click Start to run the analysis.

Note:

  • The analysis uses AI Bundle.

  • Previously analyzed conversations are not processed again.

  • To keep the analysis running, do not close the browser tab.

  1. The analysis starts:

analysis-starts.jpg

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  1. Calls/ conferences that have already been analyzed are displayed with the green checkmark. You can click on it to view the details:

details-of-analyzed-calls.jpg

In some cases, the transcription is too short to analyze and the details are not available:

transcription-too-small-to-analyze.jpg

  1. You can pause/ resume the analysis if required:

pause-resume-analysis.jpg

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Add Categories

Categories can be useful if you have different departments (e.g. Tech Support, Sales, Voice Agents, etc.).

To add a new category, click Add New Category:

add-new-category.png

Enter category name and click Add:

add-category.png

The new category appears in the list on Revenue Intelligence tab. To create a configuration for this new category, click Add new configuration.

add-configuration-for-category.png