WYnova

OutSystems: AI analysis of sales calls

WYnova developed a generative AI experimentation environment for OutSystems that reduced the analysis of each sales call from 45-60 to 10 minutes.

Client
OutSystems
Sector
Software
Models
GPT-4, Claude
In production
Q4 2023
Contact WYnova
OutSystems generative AI experimentation environment
Mockup of the experimentation environment: multiple models and analysis workflows
45–60 → 10 mins

analysis per sales call

80%

standardisation rate

11

categories extracted from each transcript

Q4 2023

in production

The challenge

In OutSystems' business teams, sales call analysis was manual and took 45 to 60 minutes per call. There was no accessible tool for experimenting safely with generative AI.

Key obstacles

  • Manual analysis

    45 to 60 minutes per call, with no capacity to scale.

  • No secure environment

    There was no controlled way to experiment with generative AI.

  • No common method

    No evaluation criteria or reusable templates.

The solution

WYnova developed the GenAI Playground, a web-based experimentation environment for comparing multiple models through prompt engineering. It includes workflows that break sales call transcripts down into 11 categories, and frameworks for evaluating the results.

OutSystems · análise de chamadasIn production

transcricao-chamada.txt

11 categories extracted

Customer pain points
Manual integration between CRM and ERP
0,94
BANT: authority
Head of Operations
0,88
BANT: deadline
Next quarter
0,81
Upcoming events
Submit a technical proposal
0,92
Illustration of the call analysis developed for OutSystems: from 45-60 minutes down to 10 per call. Values and confidence levels are illustrative.
  1. 01

    Multiple models

    GPT-4, Claude and other models in the same environment.

  2. 02

    Prompt engineeringAI

    Prompts calibrated for each analysis task.

  3. 03

    BreakdownAI

    Transcripts divided into 11 categories: pain points, BANT, next steps.

  4. 04

    Assessment

    Frameworks for evaluating and comparing results across models.

  5. 05

    Templates

    Reusable across different functions in the company.

At OutSystems, analysing a sales call now takes 10 minutes.

Results

Analysis of each sales call went from 45-60 minutes to 10 minutes. Sales leadership uses the system daily, with reusable templates and 80% standardisation. In production since Q4 2023.

What we learned

Experimentation with generative AI becomes daily practice when it rests on reusable templates and an evaluation method shared across teams.

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WYnova develops the experimentation environment and the analysis workflows suited to your processes.