Date range and tabs
Open Analytics Dashboard. Presets 7D, 30D (default) and 90D, or two date pickers. The range cannot exceed 90 days; moving the start date clamps the end. A Last updated line with a refresh icon sits under the title. Each card shows a value, a subtitle, and a trend arrow comparing the second half of the range with the first.
Messaging & AI
Cards: Messages Received, Messages Sent, AI Reply Rate (AI replies as a share of all replies), AI Replies, Human Replies, AI Takeovers (times a person paused the AI or typed ####), and Blocked Messages (from contacts on Do Not Disturb). Two charts: messaging volume and AI performance over time.
Leads & Appointments
Two time scales on one page
The annual chart at the top has its own year selector and updates live; it ignores the date filter. The cards and charts under Selected Period follow the filter.
Cards: New Leads, Appointments Created, Appointments Cancelled, Rescheduled, and Lead-to-Appt Rate. Below, a leads and appointments chart and a Flow Performance table showing which AI flows produce leads and bookings.
Blast Campaigns
Cards: Campaigns Created, Blast Sent, Success Rate and Failed, plus a delivery chart. These count Scheduled Broadcast campaigns.
Conversations
Cards: Conversations Opened, Conversations Closed, Close Rate, Blocked Messages, and a chart. Closing a chat from its menu is what feeds Close Rate.
Other reports
- Leads Dashboard: the team leaderboard by caller or lead owner. See Leads.
- Cases Report: cases by company and period.
- Reservation Dashboard and its PDF or CSV export, on Resource booking.
- Broadcast pages keep their own history and an Export Blast Report PDF.
Accounts without a client id see No client associated with this account; ask your administrator.