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hello can you help me with data from a workspace
# ❓・ai-evy-support
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@AI Evy hello can you help me with data from a workspace?
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Thanks for tagging me @Alex. I'll look through relevant sources and get back to you shortly.
### Answer I can help with workspace-related questions! Based on the available documentation, here's what I can tell you about workspace data and access: Workspace Access Levels: - **Admin**: Full control over workspace resources and members, including access to all data such as raw transcripts and recordings. [(1) ]() - **Developer**: Can view raw logs, transcripts, recordings, and analytics. Can also create exports. - **Member**: Read-only access with scrubbed history only—cannot access raw transcripts or recordings. Could you clarify what specific data you're looking for? For example: - Call transcripts/recordings - Analytics - Agent configurations - User management Let me know more details and I'll do my best to assist!
​ To learn more, see the sources I considered: [[1] Access Control](https://docs.retellai.com/accounts/access-control) ​
Feel free to tag @AI Evy with additional questions. I also appreciate feedback, it helps me improve.
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is it possible to do somehting like this but with retell data? To integrate a GHL SaaS Sub-Account with Strategy One (2026) for max data extraction, follow these streamlined steps: Phase 1: Bridge Data to SQL Warehouse: Create a project in Google BigQuery or Snowflake. Credentials: In GHL Sub-Account, go to Settings > API to get your Location ID and API Key. ETL Sync: Use Make.com or Coupler.io to pull GHL API data (Contacts, Ops, Custom Fields) into your SQL Warehouse on a daily/hourly schedule. Phase 2: Connect Strategy One Connect: In Strategy One, select Add Data > Databases > Google BigQuery. Authenticate: Use your Warehouse Service Account/JSON key via the JDBC Connector. Model: Drag GHL tables into the workspace and map "Custom Fields" as Attributes for reporting. Phase 3: Deploy Insights HyperCards: Create hover-over "cards" to see GHL lead status inside any web tool. AI Bots: Use Strategy One Auto Bots to query GHL data via natural language (e.g., "Show leads from last week").
@AI Evy is it possible to do somehting like this but with retell data? To integrate a GHL SaaS Sub-Account with Strategy One (2026) for max data extraction, follow these streamlined steps: Phase 1: Bridge Data to SQL Warehouse: Create a project in Google BigQuery or Snowflake. Credentials: In GHL Sub-Account, go to Settings > API to get your Location ID and API Key. ETL Sync: Use Make.com or Coupler.io to pull GHL API data (Contacts, Ops, Custom Fields) into your SQL Warehouse on a daily/hourly schedule. Phase 2: Connect Strategy One Connect: In Strategy One, select Add Data > Databases > Google BigQuery. Authenticate: Use your Warehouse Service Account/JSON key via the JDBC Connector. Model: Drag GHL tables into the workspace and map "Custom Fields" as Attributes for reporting. Phase 3: Deploy Insights HyperCards: Create hover-over "cards" to see GHL lead status inside any web tool. AI Bots: Use Strategy One Auto Bots to query GHL data via natural language (e.g., "Show leads from last week").
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Thanks for the follow-up, @Alex. I'll get back to you soon.
### Answer Yes, a similar data extraction and warehousing workflow is possible with Retell AI data. Here's how you can approach it: Phase 1: Extract Retell Data Retell AI supports webhooks for event-driven updates—when a call ends, a webhook can push real-time data (transcripts, call outcomes, recordings, etc.) to external systems. [(1) ]() You can also use no-code platforms like Make.com or n8n to create custom workflows that pull Retell API data and sync it to your SQL warehouse (BigQuery, Snowflake, etc.) on a scheduled basis. [(2) ]() Phase 2: Connect to Your Analytics Platform Once Retell data lands in your SQL warehouse, you can connect it to your BI/analytics tool (like Strategy One or similar) using standard database connectors (JDBC, etc.) . Post-call analysis data—including call summaries, success evaluations, and custom extracted fields—can be regenerated or customized via Retell's Post-Call Data Extraction settings. [(3) ]() Phase 3: Deploy Insights With Retell data in your warehouse, you can build dashboards, AI bots, or "HyperCards" that query call transcripts, sentiment, intent, and extracted entities (like dates, names, or order details) . [(4) ]() , [(5) ]() Key Retell Capabilities for This Workflow: - Webhooks for real-time event-driven data pushes [(1) ]() - API integrations for pulling call/chat data - Customizable post-call analysis and entity extraction [(3) ]() , [(4) ]() - Mi
ddleware support via Make.com, n8n, or certified partners [(2) ]() For detailed API and webhook documentation, check: [Retell AI Docs]() Would you like guidance on a specific step?
​ To learn more, see the sources I considered: [[1] API Integration](https://www.retellai.com/glossary/api-integration) [[2] How to Connect Customer Data to Your Voice Bot | Retell AI](https://www.retellai.com/blog/how-to-connect-customer-data-into-your-voice-bot) [[3] Rerun Post-Call/Chat Analysis](https://docs.retellai.com/features/rerun-call-analysis) [[4] Entity Extraction](https://www.retellai.com/glossary/entity-extraction) [[5] Intelligent Voice Bot for Call Centers](https://www.retellai.com/voice-bot-for-call-centers) ​
Feel free to tag @AI Evy with additional questions. I also appreciate feedback, it helps me improve.
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what would be a goo analytics platform with AI to send the data to like strategy one but more appropriate for a small voice ai agency
@AI Evy what would be a goo analytics platform with AI to send the data to like strategy one but more appropriate for a small voice ai agency
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Thanks for the follow-up, @Alex. I'll get back to you soon.
### Answer I don't have specific information in the available sources about third-party analytics platforms that would be ideal for a small voice AI agency to pair with Retell AI data. However, Retell AI does offer its own built-in analytics dashboard that may fit your needs: Retell AI's Performance Analytics Dashboard allows you to: - Monitor key metrics like call success rate, transfer rate, call counts, and latency variations [(1) ]() - Compare A/B test results across different agents - Create custom charts tailored to your needs - Dive deep into programmatic calls for troubleshooting This feature is available for free. For integrating Retell data with external tools, the community has mentioned using no-code platforms like Make.com or n8n to pull data and connect it to various systems. [(2) ]() If you need something beyond Retell's built-in analytics, I'd recommend: Check out these potentially useful sources: - [Platform Changelogs | Retell AI]() - [Retell AI Documentation]() Would you like a general answer based on my broader knowledge of analytics platforms suitable for small agencies?
​ To learn more, see the sources I considered: [[1] Platform Changelogs | Retell AI](https://www.retellai.com/changelog) [[2] Discord message from @fyodor2572 on 2025-01-16](https://discord.com/channels/1186424376300679209/1294891368505937952/1329257419317969008) ​
Feel free to tag @AI Evy with additional questions. I also appreciate feedback, it helps me improve.
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@AI Evy is it possible to put the custom post call extraction fields into the dahsboard?
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Thanks for the follow-up, @Alex. I'll get back to you soon.
### Answer Yes, you can visualize custom post-call extraction fields in the Analytics Dashboard. [(1) ]() The analytics dashboard fully supports visualizing data from your custom post-call analysis. You can create charts based on any custom metrics or insights generated by your post-call analysis, allowing you to track business-specific KPIs and outcomes alongside standard call metrics. How to do it: 1. Add a new chart in the Analytics tab 2. Select an agent and choose your post-call analytics metrics [(2) ]() , [(3) ]() 3. Pick a chart type: column, bar, donut, or line [(1) ]() , [(2) ]() Available chart types: [(1) ]() - **Column charts**: Compare values across categories - **Bar charts**: Horizontal visualization for comparing values - **Donut charts**: Show proportional data and percentages - **Line charts**: Track changes over time and identify trends - **Number charts**: Display key metrics and KPIs prominently This means you can turn metrics like appointment booking rate, interest level, lead score, or any custom Boolean/Text/Number/Selector fields you've defined into visual charts. [(2) ]() , [(3) ]() , [(4) ]()
​ To learn more, see the sources I considered: [[1] Get analytics insight](https://docs.retellai.com/features/analytics-dashboard) [[2] Platform Changelogs | Retell AI](https://www.retellai.com/changelog) [[3] Major Platform Upgrades: Knowledge base, warm transfer, Voice & Analytics](https://www.retellai.com/changelog/major-platform-upgrades-knowledge-base-warm-transfer-voice-analytics) [[4] Post Call Analysis Overview](https://docs.retellai.com/features/post-call-analysis-overview) ​
Feel free to tag @AI Evy with additional questions. I also appreciate feedback, it helps me improve.