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Dashboard overview
Your dashboard shows key metrics at a glance:| Metric | What it tells you |
|---|---|
| Total calls | Volume of calls handled |
| Answer rate | % of calls AI answered |
| Avg call duration | How long conversations last |
| Booking rate | % of calls that resulted in appointments |
| Transfer rate | % of calls transferred to humans |
Key performance indicators
Call volume
Track calls over time:- By hour - See peak calling times
- By day - Identify busy days
- By week/month - Spot trends
Conversion metrics
- Lead → Appointment - How many callers book
- Inquiry → Conversion - How many questions lead to action
- Repeat callers - Customer return rate
Quality metrics
- Caller satisfaction - Post-call surveys (if enabled)
- Resolution rate - Issues handled without transfer
- Knowledge gaps - Questions AI couldn’t answer
Reports
Generate reports for:Daily Summary
Calls, bookings, and highlights from today
Weekly Digest
Week-over-week comparisons and trends
Monthly Report
Full breakdown with charts and analysis
Custom Report
Build your own with selected metrics
Filtering data
Drill down into specific segments:- Date range - Any time period
- Phone number - Specific line
- Call outcome - Booked, transferred, missed
- Service type - If you track services
- Team member - If using round-robin
Trend analysis
Spot patterns in your data:- Seasonal trends - Busy seasons vs. slow periods
- Day-of-week patterns - Monday rush, Friday slowdown
- Time-of-day patterns - Morning vs. afternoon
- Before/after comparisons - Impact of changes
Alerts
Set up notifications for:- Volume spikes - More calls than usual
- Low booking rate - Conversion drops below threshold
- High transfer rate - AI transferring too often
- Knowledge gaps - New questions appearing
Exporting data
Export your data in multiple formats:- CSV - For spreadsheets
- PDF - For sharing reports
- API - For custom integrations
Understanding your numbers
What's a good booking rate?
What's a good booking rate?
Depends on your industry. Service businesses typically see 40-60% of callers book. If you’re below 30%, review your AI’s booking flow.
Why is my transfer rate high?
Why is my transfer rate high?
Common causes: Questions AI can’t answer (expand knowledge base), callers specifically requesting humans (normal), complex issues (adjust when to transfer).
How do I improve call duration?
How do I improve call duration?
Shorter isn’t always better. If calls are too short, AI might not be engaging. Too long might mean inefficiency. Aim for efficient, complete conversations.
View Insights
See your performance dashboard