Analytics & Reports

See how your AI is performing: the daily dashboard, call and booking reports, and CSV exports.

• Your daily dashboardHome is the day-to-day view; Reports is for trends. At the top of Home you see Appointments today, Unread messages and Unconfirmed tomorrow. The AI Receptionist card counts calls handled today and how many were booked, shows live calls with Listen in, and links to the Call log. Today at a glance shows unread messages and how many are still to confirm tomorrow. The Call times card is a heatmap of the last 30 days with your busiest hour; its Analytics link opens Reports on the Calls tab. The Tasks card lists what needs attention, such as overdue balances and patients due for recall. Everything reflects the location selected in the location picker; for call volume, booking sources and no-shows over time, open Reports.
  1 min
• Understand your reportsThe Reports page is one place to see how your AI is doing: calls answered, appointments booked, new patients, and where the gaps are. It has Overview, Calls, and Bookings tabs, a Financial tab for owners, admins, and managers, and a Call Insights tab once call intelligence has run, with a date-range picker, busiest-hour heatmaps, and source/service breakdowns. Any view exports to CSV; the Financial and Call Insights tabs can be emailed on a schedule. Reports are a Pro-and-above feature.
  3 min