Demodesk AI Reports convert multiple meeting recordings into a single, actionable report. Powered by transcripts + CRM context, they’re perfect for coaching, performance reviews, competitive insights, and more.
How AI Reports Work
| Step | What You Do | Why It Matters |
|---|
| 1 · Describe Goal | In the “I want a report that…” field, write a clear objective: “Identify common customer pain points over the last 10 calls” | A precise goal tells the model what to surface and how to structure the output. |
| 2 · Define Scope | Pick Date, Hosts, Meeting category, Audience, and (optional) Advanced filters for meeting name / transcript keywords. You’ll see Selected scope matches X recordings at the bottom. | Tight filters keep results relevant and avoid hitting the 200‑recording cap. |
| Optional | Tick Only consider segments spoken by external participant to focus purely on customer voice. | Great for feedback or competitor‑mention reports. |
(Tip – the clearer your goal + filters, the better the report.)
Role‑Based Use Cases & Example Prompts
Admins
| # | Use Case | Prompt Example |
|---|
| 1 | Product Feedback Pulse | Aggregate recurring product feedback from Sales & CS calls in the last 60 days. Provide a trends chart. |
| 2 | Custom / Bespoke Export | Generate a product‑feedback report and export key findings to CSV for BI analysis. |
| 3 | Enablement Material Extraction | Find coaching moments where reps misunderstood objections. Extract quote + timestamp for training slides. |
| 4 | Filler‑Word Insights by Team | Compare filler‑word usage across Sales vs. Success teams. Highlight top 3 speakers per team and improvement over time. |
Managers
Focus: Coaching · Deal Health · Business Reviews
| # | Use Case | Prompt Example |
|---|
| 1 | Coaching & Performance Reviews | Create a monthly Coaching Report for my AE team: strengths, weaknesses, next‑step compliance. |
| 2 | Objection Handling Digest | List the top 5 objections raised in discovery calls last quarter and how reps responded. |
| 3 | Competitive Insights | Analyze what customers said about Competitors X and Y in Q3 meetings. Summarize sentiment. |
| 4 | Business Review Prep | Generate a QBR brief covering KPIs, blockers, and wins for EMEA region (last 30 days). |
| 5 | Talk‑Ratio & Filler‑Word Trends | Chart talk‑to‑listen ratio and filler‑word rate per rep for the past month. |
Users
| # | Use Case | Prompt Example |
|---|
| 1 | Personal Coaching Snapshot | Summarize my filler‑word usage and missed next‑steps in my last 5 demos. |
| 2 | Stakeholder & Objection Tracker | List stakeholder names and main objections mentioned across my last three calls with ACME. |
| 3 | Deal Progress Timeline | Build a chronological list of next steps promised by the prospect in deal #DDX‑432. |
| 4 | Product Feedback Collector | Aggregate feature requests mentioned in my calls this month. |
Explore Other Coaching & AI Modules
Looking to get more out of Demodesk’s Coaching & AI seat? Explore our other best practice guides:
AI Scorecards
AI CRM Concierge
AI Reports
AI Chat