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
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.Client Leaderboard
Two ranked lists help you identify who needs attention: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.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.Conversion Funnel
The funnel visualization shows how callers progress through your clients’ AI systems:- 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)
Sentiment Distribution
A breakdown of call sentiment across all clients:
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.
Health Scores
Every client receives a daily health score from 0 to 100, calculated from 6 weighted factors: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.
Client Usage Alerts
Configure automated alerts so you are notified when clients need attention. Navigate to Agency Settings > Alert Preferences.Alert Types
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)
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.
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
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