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Business insights shows what the AI handled for the business and what still needs a person. Open Insights → Business in the project sidebar. When the project has an industry, the page is titled after it, for example Dental insights. You need analytics on your plan. Playground test sessions never count.

Filter

Use Select Date Range. A range can cover up to 92 days.

Headline cards

Service area and on-call

These cards appear only when they have data:
  • Out-of-area leads and Out-of-area ZIP codes — when your industry setup has service ZIP codes and you kept the ZIP code disposition list, the leads whose ZIP code is outside them.
  • Time to on-call answer — when the project has on-call alerts, how long the on-call person took to answer.

Dispositions

After every conversation the AI fills in each disposition list it can, such as the outcome, the reason for contact, or the insurance carrier. The page shows one card per list: a pick list shows each value’s share of the conversations classified, a free-text list shows the most common answers. Every industry starts with its own default lists. Edit, reorder, add or remove them on the Dispositions tab of the setup page in the sidebar (Edit dispositions on this page opens it), or reset them to the defaults. An inbound or campaign can use its own lists: turn on Custom dispositions on its Debrief tab; with no lists, it adds no dispositions. Lists with the same key are counted together. Turn on Show in conversation list for one list to show its value on each conversation in the inbox; the Outcome list has it on by default. Changes apply to conversations summarized after you save. Tags from a list or value you remove stay saved but no longer show.

Other panels

  • Waiting for a callback — the newest open callback requests, each linked to its conversation.
  • Bookings by status and Bookings by channel.
  • Satisfaction — customer ratings from the chat widget and calls, and the AI’s 0–100 handling score.
  • When people reach you — conversations by weekday and hour, in the project time zone.

Weekly summary email

Every Monday, organization admins get an email for each project that had conversations in the past week: the headline numbers, a few highlights, and a link to this page. It is sent only when the plan includes analytics. Each admin can turn it off under Profile → Notifications → Email → Weekly summary email.