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How the AI Call Analyst Works

Learn how the AI Call Analyst automatically analyzes your Zoom and Fathom call recordings — generating summaries, action items, coach performance ratings, call categories, and full transcripts.

Written by Xenios Charalambous
Updated over a month ago

Learn how the AI Call Analyst processes your Zoom and Fathom recordings into summaries, action items, coach performance ratings, and full session breakdowns.


What the AI Call Analyst Does

Once you've connected Zoom, Fathom, or both, the AI Call Analyst will automatically analyze all your cloud-recorded calls and give you a full breakdown of each session.

Important: For Zoom, only cloud-recorded calls work. The call must be at least 3 minutes long to be processed.


Supported Call Providers

The AI Call Analyst works with two recording providers:

  • Zoom — Cloud-recorded Zoom calls are automatically imported and analyzed.

  • Fathom — Fathom call recordings are automatically imported and analyzed.

You can connect one or both providers. When both are connected, all recordings are merged into a single unified view, sorted by date.


How It Works — Step-by-Step

Step 1: Record Your Call

  • For Zoom: Make sure cloud recording is enabled. Once the call ends, Zoom will take a few minutes to process it.

  • For Fathom: Record your call as usual through the Fathom app.

Step 2: FitMetrics Grabs the Recording

  • As soon as your provider finishes processing, the recording and transcript will automatically appear inside FitMetrics.

  • You'll see a transcript status indicator on each call: pending, processing, completed, or error.

Step 3: AI Analyzes the Call

  • FitMetrics AI processes the transcript and generates a full breakdown including a summary, action items, key questions, and a coach performance rating.


Where to View Your Calls

  1. Go to the side menu in FitMetrics.

  2. Click on AI Call Analyst.

  3. You'll see four tabs at the top: All Recordings, Unmatched Participants, Unmatched Trainers, and Analytics.

  4. All your Zoom and Fathom recordings appear in All Recordings, organized by date.


What You'll See Inside Each Call

When you click on a call, you'll get:

  • Full AI Summary of what was discussed

  • Action Items (to-do items or follow-ups)

  • Key Questions asked during the call

  • Full Transcript of the conversation

  • Call Duration and other metadata

Call Categories

Each call is automatically categorized by AI into one of four types:

  • Coaching Call

  • Sales Call

  • Team Call

  • Uncategorized

You can change the category at any time using the dropdown next to each call in the list view.

AI Coach Rating

For coaching calls, the AI rates coach performance across 6 metrics, each scored 0–10:

  • Overall Score — The overall coaching performance rating

  • Communication — Clarity and effectiveness of communication

  • Empathy — How well the coach understands the client

  • Goal Setting — Quality of goal-setting guidance

  • Motivation — How well the coach motivates the client

  • Professionalism — Preparedness, knowledge, and respectful conduct

Scores are color-coded: green (8.0 or above), yellow (6.0 to 7.9), and red (below 6.0).

Coaching calls also include a Performance Analysis section with:

  • Strengths — What the coach did well

  • Areas for Improvement — Where the coach can improve

  • Key Insights — Important observations from the session


Search & Filtering

Use the search bar and filters at the top of the AI Call Analyst page to quickly find specific calls.

Search

Search across:

  • Meeting topic

  • Host email

  • Trainer name

  • Participant names and emails

Time Filters

Filter calls by time period:

  • All Time

  • Today

  • Last 7 Days

  • Last 30 Days


Plan Availability

The AI Call Analyst is available on the following plans:

  • Starter — Full access

  • Business — Full access

The AI Call Analyst is not available on the Essential plan. You can upgrade from the AI Call Analyst page if you're on an Essential plan.


Why This Matters

This feature helps you:

  • Save time by auto-generating follow-ups

  • Track what was said and promised in client calls

  • Monitor and improve coaching performance with AI ratings

  • Create clear SOPs around client onboarding, reviews, and more

No manual notes, no forgetting what was said. Everything is logged, searchable, and AI-powered.

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