Your Business Intelligence. Delivered to Your Inbox Every Morning.
AI-generated daily and weekly reports covering your leads, calls, FAQ conversations, and contacts — written in plain language with insights and action items. No dashboards to check. No data to interpret. Just read your email.
An AI Agent That Knows Everything About Your Business
Your reports aren't generated by a template or a dashboard widget. They're written by a dedicated AI agent that has direct access to your entire business data — leads, voice calls, FAQ conversations, contacts, caller memories, and chat session summaries.
The agent connects to both your client database and the management platform, pulls every relevant data point for the reporting period, and then writes a report the way a human analyst would — with context, comparisons, and recommendations.
Full Access to Your Business Data
The report agent pulls from every system in your platform to build a complete picture.
- Leads — new leads, source breakdown, status pipeline, messages
- Voice calls — count, duration, caller info, sentiment scores, AI-generated call summaries
- FAQ bot sessions — conversation volume, message counts, session summaries, sample conversations
- Contacts — new contacts created in the period
- Caller memories — what the voice agent remembered about repeat callers
- Lead events — full interaction timeline across all sources
Know What Happened Yesterday in 2 Minutes
Every morning, a daily report arrives summarizing the previous day. Not a data dump — a written briefing with the numbers that matter and the context to understand them.
- New leads and where they came from
- Voice agent calls — count, duration, sentiment summary
- FAQ bot conversations — volume and common topics
- Contact form submissions
- Key observations and anything worth your attention
Spot Trends. Make Better Decisions.
Weekly reports zoom out and give you the bigger picture — what's improving, what's not, and what to do about it.
- All daily metrics aggregated for the week
- Week-over-week comparisons — are things improving?
- Top lead sources — what's working, what isn't
- Call sentiment trends — are visitors happy or frustrated?
- FAQ topic analysis — what are people asking most?
- AI-generated recommendations and suggested actions
Not Raw Data. Real Insights.
Most reporting tools give you tables and charts that take time to interpret. Our report agent writes in natural language — the way a business analyst would summarize the week for you. You don't need to know what a conversion rate is. You just need to know whether last week was better than the week before and what to do about it.
It Just Shows Up
Reports are scheduled and delivered without you doing anything. Daily and weekly — on a schedule that works for your timezone. Add multiple email addresses — send reports to yourself, your business partner, your marketing person.
All reports are also stored in your admin dashboard if you want to review history or look something up.
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