AI Insights
A daily briefing on your calls plus a chat that answers plain-language questions about how your AI receptionist is performing.
AI Insights opens on your daily briefing: a headline, a short rundown of the last 30 days, and a stack of things to do. Below it is a chat - type a question in plain language and your AI reads your recent calls, bookings, and knowledge base to answer it, citing the specific calls behind the answer. It does not repeat your business stats: call volume, conversion, and peak hours live on the Analytics tab. Insights is for the rundown a dashboard cannot write and the questions it cannot anticipate.
The daily briefing
The briefing is generated the first time you open Insights each day and stays put until tomorrow - hit the refresh icon to rebuild it sooner. Each item under "What to do now" is a real action: "Add to knowledge base" writes a drafted answer straight into your knowledge base, "Mark resolved" closes an urgent caller message, and both can be undone. Other items link you to the exact call or setting to look at. Dismiss anything that does not apply.
How to use it
- 1Read the briefing at the top - it is your rundown for the day.
- 2Work the action cards: one click adds the knowledge entry or resolves the message; the rest take you to the exact place to act.
- 3Ask a question below, or tap one of the starter questions to get going.
- 4Read the answer. It is backed by your actual calls, shown as evidence links you can open to hear what happened.
- 5Tap a follow-up chip under the answer to keep going - there is always a sharper next question waiting.
- 6Use the sidebar on the left to reopen a past conversation, or hit New chat to start fresh.
Specific questions work best
"Did anyone ask about emergency hours?" or "Why did bookings drop this week?" get sharper answers than "How am I doing?". The AI looks at the last 30 days of calls.
Common questions
What happens when I click an action in the briefing?
It depends on the action. "Add to knowledge base" writes the drafted question and answer into your knowledge base right away - the answer shown on the card is exactly what gets saved, and your receptionist can use it on the next call. "Mark resolved" closes an urgent caller message. Both show an Undo link if you change your mind. Actions like "Listen to the call" or "Review receptionist hours" simply take you to the exact place to look.
How often does the briefing update?
Once a day. It is built the first time you open Insights each day and then stays the same until tomorrow, so it is steady to refer back to. If you want a fresh one sooner - say you have just had a busy morning - tap the refresh icon next to the briefing.
What can I ask?
Anything about your calls, callers, bookings, leads, or how your AI receptionist handled things. Try "what are people asking about pricing?", "which calls had unhappy callers?", or "help me improve my receptionist". The AI always answers and always offers a next question, so you are never stuck.
Where do the answers come from?
Your last 30 days of calls, bookings, and knowledge base. The AI never invents numbers, and most answers cite the exact calls they are based on so you can verify by listening.
Do my conversations save?
Yes. Every conversation is saved to the previous-chats sidebar on the left, so you can reopen it later — including from a different device when you sign in. Start a clean one any time with New chat, or delete a conversation with the trash icon.
What are the follow-up chips under an answer?
Suggested next questions, written from the answer you just got. Tap one to ask it without typing. They keep the conversation moving so you always have a thread to pull.
What is the alert at the top of the page?
When your AI takes an urgent message during a call (for example, a caller with an emergency), it shows in a thin alert here so it does not get missed. Open the inbox to follow up.
Analytics
Your business metrics: call volume, conversion funnel, peak hours, longer-term trends.
Calls
The raw call history the AI reads to answer you. Listen to any call cited in an answer.
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