CAASI analytic reports

This article outlines the information available on each of your CAASI analytics pages. For more information, see the Complete Guide to CAASI, Your AI Front Desk.

Conversation insights on the Overview page

Use this page to get a high-level summary of how CAASI is performing across all channels. The cards below update based on the date range you select.

Conversation insight	Description
Total Conversations	The number of interactions CAASI handled. When multiple channels are used, a chart breaks down conversations by channel, such as Achieve and Web Chat. Hover over each section for detailed counts.
Leads Captured	The number of new leads registered by CAASI. Click the card to view a detailed report.
Captured Opportunity Value	The estimated revenue opportunity CAASI has captured. This is calculated by multiplying the number of leads and bookings by your average lifetime client value.
Services Booked	The number of times a client booked a service through CAASI. The distribution of bookings per service type is listed below. Click the card to view a detailed report.
Staff Hours Saved	The estimated amount of staff time saved based on the total time clients spent interacting with CAASI.
Staff Assistance Requests	The number of times a CAASI conversation ended with a client needing help from staff. Click the card to view a detailed report.
Live Call Transfers	The number of times a call with CAASI was transferred to a staff member. Click the card to view a detailed report. Note: This insight only appears for businesses with the Phone Agent subscription.
Work Hours Distribution	The breakdown of CAASI conversations during and outside your scheduled work hours.
Intents	Lists the reasons clients contact CAASI and how often. Click an entry to view the Conversation Log filtered by that intent.
Drop off points	Lists the reasons clients ended a conversation with CAASI and how often. Click an entry to view the Conversation Log filtered by that drop off point.
Conversation Volume Trends	A line chart showing conversations over time. Use the date range and channel filter at the top to adjust the view. Hover over any point to see the exact count for that period.

Booking insights on the Bookings page

Use this page to see detailed information about bookings made through CAASI. When CAASI makes a booking, it appears as the Booking Source in the Schedule and Booking Source Report.

Booking insight	Description
Confirmed Bookings	The number of times a client booked a service through CAASI.
Booking Volume Trends	A line chart showing bookings over time. Use the date range and channel filter at the top to adjust the view. Hover over any date to see the booking count for that day.
Service Distribution	A breakdown of bookings by service type. Hover over each service type to see the count and percentage.
List of Bookings	A detailed list of bookings made through CAASI. Bookings that were started but not completed show a Status of Initiated. Click View to see the conversation, or use Client Details to follow up with the client.

Canceled booking insights on the Cancellations page

Use this page to see detailed information about cancellations made through CAASI.

Canceled booking insight	Description
Total Cancellations Handled	The number of times a client canceled a service through CAASI.
Cancellations Volume Trends	A line chart showing cancellations over time. Use the date range and channel filter at the top to adjust the view. Hover over any date to see the cancellation count for that day.
List of Canceled Bookings	A detailed list of bookings canceled through CAASI.

Columns on the Captured Leads page

Use this page to see a record of all leads generated through CAASI. Each entry represents a conversation that resulted in a new lead being registered. These leads are also included in your Lead Management Report.

Column	Description
Client Details	The client's name, profile image, and email address.
Date & Time	The date and time the conversation began.
Channel	The method the client used to contact CAASI. Options are: Web Chat, Achieve, Telephony.
Intent	The reason the client began the conversation with CAASI.
Conversation Summary	A brief description of the conversation.
View	Click to view the related conversation in the Communication Hub.

Columns on the Exported Reports page

Reports your staff have exported are listed here along with their status. Click the download button next to any report to download it to your device.

Column	Description
Report Name	The name of the exported report.
Created By	The email of the staff member who exported the report.
Created On	The date and time of the export.
Status	The current status of the export. Reports can only be downloaded once the status is Completed.
Download	Click Download to save the CSV file to your device.