How to Configure Revenue Intelligence - Admin Guide

This guide explains how to configure Revenue Intelligence tool in x-bees and x-hoppers to gain insights from calls and conferences.

Created: April 2024

Updated: July 2026

x-bees documentation: link

Permalink: https://wildix.atlassian.net/wiki/x/uxTOAQ

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, leading to higher customer satisfaction and increased sales.

Requirements

Min. WMS 6.06 and higher
x-bees SuperBee subscription for x-bees / SuperHopper + AI license for x-hoppers
The ACL rules "Can see" - "Analytics" and "Can see" - "Call recordings"
The ACL rule "Can use" - "Revenue Intelligence"
The ACL rule "Can use" - "Wilma and AI Assistant"
Calls and conferences being recorded / transcribed; you can enable call transcription directly in the Dialplan. For more details, see the documentation Dialplan applications - Admin Guide

Manage Default Configurations

By default, Highlights and Evaluations metrics are enabled. Default configurations are displayed with the label System on the Revenue Intelligence page:

Admins can deactivate particular metrics if needed.

Navigate to WMS → PBX → Integrations → Cloud integrations → Revenue Intelligence

Select the metric you want to deactivate
Click the Enabled button at the top and click Disable:

Edit Default Configurations

You can edit predefined System configurations (e.g. Customer Satisfaction, Sentiment, etc.) to tailor AI metrics to your specific business needs.

Navigate to WMS → PBX → Integrations → Cloud integrations → Revenue Intelligence
Choose the configuration with the label System that you wish to edit and click on it
Click Edit
Make the necessary changes and click Save

Set Custom Configurations

There is also a 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. You can either choose quick start templates or create configurations from scratch:

Use Quick Start Templates

Go to WMS → PBX → Integrations → Cloud integrations → Revenue Intelligence
Navigate to the Quick Start Templates section:

Click on any of the options or click Browse Gallery to open the gallery with the set of templates:

On the Gallery page you can see a set of templates split into sections, e.g. Pipeline & Forecast, Deal Execution, Sales Coaching, etc. Choose the preferred section at the top and click on it, to easily get to the relevant set of templates:

When you choose a section, its templates remain on the screen, while other sections get hidden:

To use a template, click Use Template:

You can modify template settings if required, including name, category, description, guidance, fields, conditions, and advanced settings:

When done, click Add:

Add Custom Configuration

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.

Go to WMS → PBX → Integrations → Cloud integrations → Revenue Intelligence, and click New Configuration button:

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

Create from scratch

The option allows you to create configuration manually.

Click Create under Create from scratch:

In the New Configuration window, fill in the required fields:

Name: enter name
Category: choose category for the configuration
Description: enter configuration description
Guidance: provide instructions, rules, and additional context if necessary, which is used by AI during analysis

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:

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 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 need to provide option and also you can decide if you want AI to select multiple options from the available choices or a single one:

The Adaptive setting allows to add custom choice options, extracted from calls/ meetings. When the system detects such options, it adds them under Adaptive options field.

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

Add Conditions if required. Conditions are rules that define which calls should be analyzed. Only calls that match these criteria will be processed by AI. See the section Set Conditions of this guide for more details. Leave conditions empty to analyze all conversations.
After filling in all the necessary fields, click Add to save the configuration

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.

In the Generate section, add the description of what data needs 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:

Choose the AI Voice Agent you wish to analyze:

You can also add links to relevant Revenue 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 agent 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 confusion
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. For example:

Entity: choose if you need to analyze calls, conferences or chats
Agent: choose user(s) whose calls need to be analyzed
Chat Agent: choose the AI Chat agent
Voice Agent: choose the AI Voice agent
Service: allows to select services (Call groups)
Group: allows to select ACL Group(s)
Department: select Department
Duration: select duration of the call that have to be analyzed
Direction: choose if you wish to analyze inbound or outbound calls, or both
Channel: select the channel Kite, SMS, or WhatsApp

You can also select tag, PBX, trunk, queue, country and language.

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

Conditions can be set for each individual configuration or in global settings.

Note: Conditions set in Revenue Intelligence settings, rather than in an individual configuration, have higher priority.

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

Advanced Settings

In the Advanced Settings, you can select AI model and choose Execution group.

Choose model

Click on the Model section and click Default to open the list of available AI models used to analyze calls and chats:

The selected AI model gets applied for the current configuration. The AI model selected for the configuration has higher priority than the default model set in global settings.

Choose Execution group

Execution group option in Advanced Settings allows to separate group requests for better performance. It allows to assign AI analysis tasks to dedicated processing queues.

To create an execution group, in the necessary configurations → Advanced Settings → Execution Group section enter name of the group:

Select configurations for the execution group and enter the same execution group name in the necessary configurations. The analysis for these configurations is sent as one request, rather than separate requests and the analysis for the configurations within Execution group is performed first.

Test Configuration

When creating a configuration, you can test it. Click on the Test button at the top:

Configuration Test window opens:

You can select AI Model(s) that you wish to run the test with:

Enter links to call, conversation or conference in the Conversation Links field:

Once done, click Run Test:

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

Once complete, test results get displayed, including comparison of AI models and detailed information for each model:

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 arrow next to Disabled button and select Enable:

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

Manage Configurations

All configurations are displayed on Revenue 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 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.

Manage Settings

To manage global settings, applied to all Revenue Intelligence configurations, click Settings on the Revenue Intelligence page:

On the Settings page, you have the following options:

Analysis: if you disable it, Revenue Intelligence and all its configurations get deactivated, without the need to disable configurations separately. By default, the setting is enabled.
Default Model: allows to choose which AI Model should be used for configurations without specific AI Model chosen. In case you choose AI Model in configuration Advanced settings, it has higher priority for the configuration than the AI model selected in global settings.
Conditions: set rules that define which calls should be analyzed (e.g. of specific Agent, Chat/ Voice Agent, Service, Group, PBX, etc.). Only calls that match these criteria will be processed by AI. Conditions set in global settings have higher priority than the conditions set in individual configurations.

Analyze previously made calls

Click Analyze button:

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 Revenue 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: