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Agency Dashboard Overview

The agency analytics page aggregates data across all your clients into a single view. Navigate to Agency Portal > Analytics. Top-level metrics:
  • Total Calls — calls handled by all client AI receptionists
  • Total Leads — leads captured across all clients
  • Total Appointments — bookings made by all client AIs
  • Revenue — your agency subscription status and client activity metrics
Use the date range selector (7 days, 30 days, 90 days) to adjust the time window.

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Revenue Trend Chart

A bar chart showing monthly activity over the past 6 months. Revenue tracking shows your agency subscription status and client activity metrics. Hover over any bar to see the exact amount and client count for that month.

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Client Leaderboard

Two ranked lists help you identify who needs attention:

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Top 5 Performers

Clients with the highest call volume, lead conversion, and health scores. These are your success stories — consider using them as case studies.

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Bottom 5 Needing Attention

Clients with the lowest health scores or declining activity. These need proactive outreach — their AI may be misconfigured, their knowledge base may be incomplete, or they may have stopped forwarding calls.
Set up usage alerts to get notified automatically when a client drops into the “at risk” zone instead of checking manually.

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Conversion Funnel

The funnel visualization shows how callers progress through your clients’ AI systems: 
Calls (100%) → Leads Captured (45%) → Appointments Booked (22%) → Completed (18%)
Each stage shows the count and conversion rate from the previous stage. This is aggregated across all clients but can be filtered by individual client. Low conversion between stages indicates specific issues:
  • Calls to Leads is low — AI is not capturing caller information (check knowledge base and lead capture toggle)
  • Leads to Appointments is low — AI is not offering bookings (check booking mode in AI config)
  • Appointments to Completed is low — high no-show rate (enable appointment reminders)

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Sentiment Distribution

A breakdown of call sentiment across all clients:
SentimentMeaning
PositiveCaller was satisfied, issue resolved, appointment booked
NeutralStandard inquiry, no strong sentiment either way
NegativeCaller was frustrated, issue unresolved, complaint
Sentiment is analyzed automatically from call transcripts using AI. A high negative percentage across a specific client suggests their AI needs better training or their knowledge base has gaps.

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Health Scores

Every client receives a daily health score from 0 to 100, calculated from 6 weighted factors:
FactorWeightWhat It Measures
Call Volume30%Number of calls in the last 7 days vs the client’s historical average
Lead Conversion20%Percentage of calls that result in a captured lead
Knowledge Base15%Intelligence score — category coverage and article quality
Account Activity15%Recent client engagement — logins, settings changes, and platform usage
Response Rate10%Percentage of calls answered by AI (vs missed or failed)
Recent Activity10%Last login date, settings changes, knowledge base updates

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Health Temperatures

Scores map to four temperature labels:

Thriving

80–100Active, converting, funded. No action needed.

Healthy

60–79Performing well. Minor improvements possible.

At Risk

40–59Declining. Check call volume, KB gaps, or client engagement.

Critical

0–39Immediate attention. May be inactive or misconfigured.
Health scores recalculate daily at 2:00 AM ET. The calculation uses a Redis lock to prevent duplicate processing.

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Client Usage Alerts

Configure automated alerts so you are notified when clients need attention. Navigate to Agency Settings > Alert Preferences.

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Alert Types

AlertDefault ThresholdWhat Triggers It
Low ActivityNo calls in 3 daysClient’s call volume drops below your threshold
InactiveNo calls in 7 daysClient has not received any calls in N days
Usage Limit80% of plan minutesClient has used N% of their included minutes
Health DropScore drops below 40Client’s health score falls into Critical range

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Configuring Alerts

Each alert type has two settings:
  • Enabled/Disabled toggle — turn the alert on or off
  • Threshold — the value that triggers the alert (e.g., 3 days for low activity, 7 days for inactive)

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How Alerts Are Delivered

Alerts are checked daily at 9:00 AM ET. All triggered alerts are batched into a single digest email sent to the agency owner. Each alert includes:
  • Client name and current metric value
  • Suggested action
  • Direct link to the client’s detail page
Each alert type is rate-limited to once per client per 24 hours. You will not receive duplicate alerts for the same client and issue within a day.

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CSV Export

Click Download CSV on the analytics page to export a spreadsheet containing:
  • Client name, email, and plan
  • Call count, lead count, appointment count
  • Total calls handled, leads captured
  • Health score and temperature
  • Last activity date
This is useful for monthly reporting, client reviews, or importing into your own analytics tools.
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