Customers & CRM

AI Extraction Not Working? Confidence Threshold Troubleshooting

Fix AI data extraction issues in Local Business Pro by adjusting confidence thresholds and extraction instructions.

intermediate 5 min read ai-extraction not-working confidence troubleshooting
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Quick Answer: If AI isn't extracting data from calls, check that AI Extraction is enabled on the field, review your extraction instructions for clarity, and consider lowering the confidence threshold from 80% to 60%.

Step-by-Step Troubleshooting

  1. Navigate to Settings > Records & Templates
  2. Go to Custom Fields tab
  3. Find the field that should be extracting
  4. Verify AI Extraction is toggled ON
  5. Review the extraction instructions
  6. Check the confidence threshold (try lowering to 60-70%)
  7. Make sure the instructions are specific and clear
  8. Test with a new call mentioning the information

Writing Better Instructions

  • Bad: 'Get the vehicle year'
  • Good: 'Extract the 4-digit year when the customer mentions their vehicle model year, such as 2019 Honda'
  • Include examples of what to listen for
  • Specify format (e.g., 'as a number without commas')

Frequently Asked Questions

Q: What confidence threshold should I use?
A: Start at 80%. Lower to 60-70% if extraction isn't capturing data. Higher means fewer but more accurate extractions.

Q: How do I know if extraction worked?
A: Check the conversation detail for 'Extracted Information' section.