What filters can I apply to a Callmine analysis?
Filter analyses by date range, max calls, HubSpot deal stage, sales rep, industry, company size, and amount. Cap is 10,000 calls per run.
TL;DR
A Callmine analysis is scoped by date range, max_calls, and an
optional set of HubSpot deal filters. The hard ceiling on max_calls
is 10,000. Preview before running to confirm the filter set returns
the call count you expect.
Date range
Two flavors are supported:
- ·Absolute — pick a specific from-date and to-date. Useful for one-off analyses on a known quarter or campaign window.
- ·Relative — last week, last 30 days, last 7 weekdays, last quarter, etc. Relative ranges are required for scheduled runs; they resolve at execution time, not save time.
Time is interpreted in your workspace's timezone, set under
/settings.
Max calls
max_calls is a ceiling, not a target. If your filters return fewer
calls than the ceiling, Callmine analyzes what's available and reports
that count. The hard upper bound is 10,000 — set the same in the UI
and enforced server-side. For bigger windows, split into multiple
runs.
HubSpot deal filters
When HubSpot is connected and discovery has run, the analysis builder offers these filters:
- ·Deal stage — multi-select from your real pipeline stage labels.
- ·Sales rep — multi-select from HubSpot owners.
- ·Industry — multi-select from your portal's industry enum.
- ·Company size — bucketed from HubSpot's enum.
- ·Deal amount — numeric range in your portal's currency.
Filters are AND-combined: a call must match every active filter to be analyzed. To run an OR query, run two analyses and combine the results downstream.
Model selection
Three models are available, gated by plan:
| Model | Available on |
|---|---|
gpt-4o-mini | All plans |
gpt-4o | Starter and above |
gpt-5.4-nano | Growth and Scale |
Pick gpt-4o-mini for high call volumes and routine categorization.
Pick gpt-4o or gpt-5.4-nano when output quality matters more than
per-call cost.
Preview before running
Click Preview at /new to count matching calls without consuming
quota. Preview hits Gong and HubSpot, applies your filters, and
returns the count. If Preview says zero, the analysis will return
zero — fix filters before clicking Run.