Datasets contain information about CoPilot's call assessments, deals, calls, and other items. Each item has multiple datasets that automatically include both standard and custom fields. Use these datasets to create charts and analyze business performance indicators.
In this article:
Select a dataset
To analyze information in the report, select a dataset and create a chart.
Call assessment – crm_ai_quality_assessment. The dataset includes data on call assessments based on sales scripts, such as call ID, rating, and employee information. You can analyze how well agents follow scripts and track call quality dynamics.
AI Speech analytics and Sales scripts in CRM
crm_ai_quality_assessment
| Field | Description | Data type |
|---|---|---|
| ID | Quality assessment ID | Number |
| CREATED_AT | Assessment creation date | Date |
| ACTIVITY_ID | Call activity ID | Number |
| ASSESSMENT | Call assessment | Number |
| USE_IN_RATING | Shows whether the assessment is in the average rating ("Y") or not ("N") | String |
| RATED_USER_ID | Employee ID whose call was assessed by CoPilot | Number |
Create a chart
Use dataset information to analyze the quality of agent calls. Charts help track how well employees follow sales scripts and identify deviations.
- Go to BI Builder and open the Charts section.
- Click + Chart.
- Select the dataset from the list. If you don't see the one you need, click Add a dataset to create a new one.
How to create a dataset - Choose a format for showing the data: big number, table, line chart, or others.
- Click Create new chart.
Blend datasets
Combine data on deals and call assessments to see how CoPilot evaluated agent calls based on sales scripts.
- Open BI Builder and go to SQL > SQL Lab.
- Select the bitrix24 schema.
- Enter the SQL query and click Run.
The new set includes information from the fields that you specified in the SQL query. You can save it as a dataset to create a chart for the dashboard.
Create a chart based on a virtual dataset
If you're blending datasets for the first time, refer to the sample query.
SQL query example
Here's an SQL query to extract data from two datasets: call assessment (crm_ai_quality_assessment) and deals (crm_deal). You can copy it and see how it works. The query will show the employees responsible for deals, deal names, and related call assessments.
SELECT
crm_deal.ASSIGNED_BY_NAME AS "Agent name",
crm_deal.TITLE AS "Deal name",
crm_ai_quality_assessment.ASSESSMENT AS "Call assessment"
FROM
crm_ai_quality_assessment
JOIN crm_activity_relation
ON crm_ai_quality_assessment.ACTIVITY_ID = crm_activity_relation.ACTIVITY_ID
JOIN crm_deal
ON crm_activity_relation.OWNER_ID = crm_deal.ID
WHERE
crm_activity_relation.OWNER_TYPE_ID = 2
SELECT: Chooses which data to extract. For example, the crm_deal.ASSIGNED_BY_NAME AS "Agent name" part does the following:
- Selects the agent's name
ASSIGNED_BY_NAMEfrom thecrm_dealdataset - Assigns it the name
Agent name - Displays the result in a separate column
FROM: Specifies the main table for the query, such as the crm_ai_quality_assessment table with call assessment information.
JOIN: Connects the crm_ai_quality_assessment and crm_activity_relation tables, linking calls with CRM activity information. The second JOIN connects crm_activity_relation and crm_deal to link calls with deals.
WHERE: Filters the query results to show only calls linked to deals.
In brief
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BI Builder datasets contain information about CoPilot's call assessments, deals, calls, and other items.
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Each item has multiple datasets that automatically include both standard and custom fields.
-
The
crm_ai_quality_assessmentdataset provides call assessments based on sales scripts. It includes call IDs, rating, and employee information. -
Use the dataset to analyze how well employees follow scripts and track call quality dynamics.
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Datasets can be merged, for example, with deals, to assess the impact of call quality on sales. To do this, write an SQL query, save the result as a dataset, and create a chart.