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Documentation Index

Fetch the complete documentation index at: https://documentation.uponai.com/llms.txt

Use this file to discover all available pages before exploring further.

1

Set a cohort name

Give your cohort a unique, descriptive name that indicates its purpose or criteria.Best practice: Use names like “High-Value Customers Q4” or “Support Calls - Week 1” to make cohorts easy to identify.
2

Filter calls by agent and criteria

Define which calls are included using the following filters:Agents — Select one or more agents whose calls you want to analyze. Useful for comparing agent performance or focusing on a specific agent.Date Range
  • Start Date: Required. Sets the beginning of the date range.
  • End Date: Optional. If omitted, the cohort continuously adds new matching calls as they occur (dynamic cohort).
Call Duration — Include or exclude calls based on length.
  • Filter out very short calls (e.g., under 30 seconds) that may not be meaningful
  • Focus on longer calls that require deeper analysis
  • Identify calls that are too short or too long
Filter by Post Call Analysis — Add custom filters based on post-call analysis results.
3

Set sampling percentage

Control how many calls from your filtered set are actually analyzed — to manage volume and cost.Percentage — What percentage of matching calls to include.
  • Example: 50% means half of matching calls are analyzed
Weekly Max — Maximum calls analyzed per week, regardless of the percentage.
  • Example: 100 ensures no more than 100 calls per week
  • The Weekly Max acts as a cap. If the percentage yields fewer calls, the percentage takes precedence. If it yields more, the cap applies.
4

Click Next

After configuring filters and sampling, click Next to proceed to defining resolution criteria.