Statisfy uses AI to automatically analyze your customer activities and generate useful metadata. These AI fields save time by surfacing key information without requiring you to read through every interaction.
AI-Generated Fields
Each activity can have the following AI-generated fields:
| Field | Description |
|---|
| Sentiment | The overall tone of the interaction — Positive, Neutral, or Negative |
| One-Liner | A single-sentence summary of the activity |
| Key Takeaways | The most important points, decisions, or action items from the interaction |
| Recap | A structured summary organized by topic, providing a detailed breakdown of what was discussed |
| Topics | Main subjects discussed during the interaction |
How AI Fields Are Generated
AI fields are generated automatically when:
- A meeting is recorded and transcribed (via NoteTaker or conversation intelligence tools)
- An email thread is synced
- A support ticket is captured
- A manual activity is created with notes
The AI analyzes the content of the interaction and populates the fields. This happens automatically — no action is required from you.
Sentiment Analysis
Sentiment is displayed as a color-coded badge on each activity:
| Sentiment | Color | Meaning |
|---|
| Positive | Green | Customer is satisfied, engaged, or expressing approval |
| Neutral | Gray | Standard business communication, no strong signals |
| Negative | Red | Customer is frustrated, raising concerns, or expressing dissatisfaction |
Viewing AI Fields
Open any activity (see Viewing Activities) to see its AI fields displayed prominently:
- Sentiment appears as a badge at the top of the activity
- One-Liner is shown below the activity title
- Key Takeaways are listed as bullet points in a dedicated section
Overriding AI Fields
If the AI-generated values are inaccurate, you can override them:
- Open the activity detail page
- Click on the AI field you want to change (sentiment, one-liner, or key takeaways)
- Select a new value or edit the text
- Add an optional comment explaining why you’re overriding the AI assessment
- Save your changes
Overridden values are preserved and will not be replaced by future AI recalculations. The override is marked with an indicator so your team knows it was manually adjusted.
Impact on Account Health
AI fields — particularly sentiment — contribute to the account health score:
- Consistent negative sentiment across activities lowers health
- Positive sentiment trends support a healthy score
- Overridden sentiment values are used in health calculations instead of the original AI values
Review and override AI sentiment when you have context the AI doesn’t — for example, if a meeting had a negative tone but resulted in a positive outcome.
