Hanna AI: call, email, and Lead analysis

Hanna AI helps users understand CRM communications and prepare the next action. Depending on the features enabled for your account, it can transcribe and summarise calls, analyse email communication, and prepare a Lead analysis.

Before you begin

Availability depends on your plan, enabled modules, and permissions. If you cannot see the Hanna AI settings or an analysis action, contact your administrator. If the feature is not enabled for the account, the administrator can contact Hanna Customer Support.

In System Settings → Settings → Hanna AI → General, an administrator describes the organisation's business. This context helps the AI interpret products, services, and industry terms more accurately.

Call analysis

Under Hanna AI → Calls, an administrator selects the summary detail level, key insights, assessment metrics, and optional analysis instructions. Adding product, service, and important term names improves topic recognition.

To analyse a call, open its record from a Contact or Lead and select AI call summary → Generate. Processing runs in the background and may take several minutes. Depending on the configuration, Hanna returns a transcription, summary, key insights, and metric scores.

Email communication analysis

If email analysis is enabled, it can be run for linked correspondence. Hanna processes the selected messages and returns a summary and the configured analysis sections. Before relying on the result, confirm that all relevant messages and participants were included.

Lead analysis

Under Hanna AI → Leads, an administrator chooses sections such as a company overview, likely needs, risks, and first-contact suggestions. In the Lead card, select AI Lead analysis. The generated result is stored with the record and can help prepare a call or email.

Reviewing the result

AI output is supporting information. Verify facts against CRM records and primary sources before sending text to a customer, changing a sales stage, or making a financial decision. Do not enter passwords, access tokens, payment card data, or other information that is unnecessary for the analysis.

If analysis is not generated, check that the record contains the required source material, the Hanna AI settings are complete, and you have the necessary permissions. If the problem persists, send the record link and action time to Hanna Customer Support without including credentials.