Sales Intelligence Custom Configurations
This guide explains how to configure custom settings for Sales Intelligence in x-bees.
Other documentation: x-bees documentation
Created: February 2026
Permalink: https://wildix.atlassian.net/wiki/x/QwB1Ww
Introduction
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 and higher
(available in WMS 6.06, too, but not all features may be supported, e.g. the updated "Record call" Dialplan application)Subscription plan: x-bees-Standard or higher to be website widget agent
Add New Configuration
Go to WMS -> PBX -> Integrations -> Cloud integrations
In the Apps section, click on Sales Intelligence:
Click Add new configuration:
Choose if you wish to build your configuration manually from scratch (1) or generate it using a description and optional links to Sales Intelligence conversations (2). Also, you can generate configuration to analyze AI Voice Agent (3).
Create from scratch
The option allows you to create configuration manually.
Click Create
Enter configuration name and description
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 Sales Intelligence. Click Add field to start adding your first field:
Enter field name and description. The description should include clear instructions, e.g. acceptance criteria, output.
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.
For the Choice type, you can also decide if you want AI to select multiple options from the available choices or a single one:
Note: Configurations which have fields with the Choice options can be displayed in the Filter section in Sales Intelligence:
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.
If needed, you can duplicate a field clicking on the Duplicate field button:
To reorder field options, press the drag handle icon and drag the option to the necessary position:
In the same way, you can reorder the fields, by grabbing and dropping them to the necessary position:
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 Sales Intelligence configurations if required.
In the Generate section, add the description of what data you need to be analyzed:
Click Generate
Wait till the configuration is generated:
Note: The generation process can take several minutes.
When configuration is generated, you can view its description:
When you close the description, you can view the configuration details (prefilled name, description, categories, fields) that were automatically added:
To view details of a field just click on it. If needed, you can modify the description, add or remove options.
If any of the fields are not required, you can remove them:
After you finish reviewing the configuration, click Add
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.
Click on the Generate for AI Agent section and choose the Voice bot you wish to analyze:
You can also add links to relevant Sales Intelligence conversations to improve generation context:
Note: You can add up to 5 references here.
Click Generate and wait till the generation is completed:
Note: The generation process can take several minutes.
Once generation is completed, you can view the description:
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:
Resolution Outcome: analyzes whether the customer’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
Review the details of your configuration. If needed, you modify it, add or remove options. And click Add once completed:
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.).
Click Add condition:
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
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:
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:
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:
The configurations that you enable are then displayed in the Highlights section in Sales Intelligence in x-bees:
Manage Configurations
All configurations are displayed on Sales Intelligence tab in WMS → 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
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 Sales 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.
Analyze previously made calls
Click the three dots icon (1) next to the necessary configuration and press Analyze (2):
Choose if you want to analyze all conversations within the time frame you select, or specific conversations only
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.
Specific Conversations
In case of a specific conversation option, you need to provide link(s) to the conversation(s) you want to analyze:
To get the link, you can just open the necessary conversation in Sales Intelligence and copy its URL:
Then, click Next:
In the Preview section you can see how many calls will be analyzed and choose how many calls should be processed at a time:
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.
The analysis starts:
Calls/ conferences that have already been analyzed are displayed with the green checkmark. You can click on it to view the details:
In some cases, the transcription is too short to analyze and the details are not available:
You can pause/ resume the analysis if required:
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:
Enter category name and click Add:
The new category appears in the list on Sales Intelligence tab. To create a configuration for this new category, click Add new configuration.