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Call Intelligence workspace

Link supported call activity to CRM leads, outcomes, analytics and follow-ups.

SHVYA product documentation

What Call Intelligence does

Call Intelligence records permitted call events and links them to SHVYA CRM. The currently supported mobile companion is Android, using SIM-based call information and authorized device permissions. It is not an iOS recorder or a guarantee that every device can capture audio.

Use the workspace

  1. Open Call Intelligence.
  2. Review recent calls, filters, employee activity, dispositions and call detail.
  3. Connect and authorize the Android companion if you intend to sync supported call logs.
  4. Inspect matched CRM leads and attach unmatched numbers to a valid lead where authorized.
  5. Add notes, dispositions and follow-up actions and review available analysis.

What the system stores

Call identity, source, timestamps, phone, permitted duration and outcome, linked CRM lead/call, selected notes and follow-up. Where available and authorized, a recording, transcript, AI analysis, intent and other derived fields can be associated with a call.

Accurate interpretation

Answered rate and call conversion are call-outcome metrics, not unique sales revenue. An unanalyzed call should not be shown as a zero AI score. Manual CRM Mark call entries differ from Android-synchronized events.

Troubleshooting

Check device permissions, heartbeat, login, owned pipeline access, last sync time, number normalization and whether the call was already imported. A successful app install is not evidence of successful data synchronization.

Android companion · CRM calls and reminders.

Still need help with this?

Open a support ticket with the affected feature, what happened and a safe error reference.

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