Reports allow you to see things at a glance that matter to you. Each report can contain unlimited different dashboard tabs. Each of these dashboard tabs contains charts. This article explains each of these as well as different chart types, metrics and filters. Learning these will help you set up dashboards that give you insights into how your Sales Agents are performing, what they are costing and more!

Reports are in the side panel when you first navigate to the reports area of the platform. Create a new report, which can contain different dashboard tabs.

The primary account owner can modify any report. Team members are only able to modify reports they create.

Dashboards live within reports. Dashboards hold a collection of charts to show you what you want to see. Create a new dashboard within a report by clicking the "+" next to the dashboard tabs.

There are several different types of charts, that allow you to see your data in the format that's best for you. Each of these different chart types have additional settings that help you get the display you want.

We will show each of these as examples as we explain each of our different metrics below.

There are many different metrics you can report on, as well as using the Formula metric if you need to create your own metric that's a combination of metrics (ex. AI Replies per Contact). For each metric we will give you an idea of how you could use the metric in a formula.

Every message that went out to your leads… AI and human, combined. This is helpful if you're trying to identify the total number of messages per contact your team is sending through your source.

Below shows a simple chart of total replies per day over 1 week.

Every reply your AI sent entirely on its own because the source matched Job Flow filters.

You may want to know what times of day and which days of the week are getting the highest AI engagement... do that with the AI Response Count metric and the Heatmap chart. See below.

Every message your leads sent back. Similar to how we count all outbound messages as a metric, we also give you a count of total inbound messages. See when your leads are messaging you, regardless of whether or not you have an AI replying.

See the chart below that shows Inbound Message Count per day over the past 7 days compared to the previous 7 days.

How many total contacts there are running through your system even counting ones your bots don’t reply to.

See below where we show the total number of leads added per month over the past 12 weeks easily compared in a pie chart.

How many real people your AI personally engaged. Useful if you want a clear line into when and how your Agents are replying to leads.

See the chart below that shows a line graph view of the number of contacts AI Replied to per Source over 4 weeks.

The average quality of the leads coming in. Watch it climb as your targeting and conversations sharpen. You set up your own lead scoring metrics within the source settings of each source.

You may want to see the average lead score over time, hoping that this number is going up with your improvements in lead quality and AI Agent capabilities.

Every point your bot awarded as leads showed signals you set up within your source settings Lead Scoring options.

See below where we show the daily trend of points gained by our leads compared to the previous 7 days.

How many real people ended up on your calendar. One contact that books multiple appointments counts once.

See the chart below that shows daily contacts booked over the past several weeks (in which only 3 days had booked contacts).

Every appointment booked and re-booked by your AI, where one contact that books twice is counted twice.

See the chart below where we break down the bookings per day by channel.

Exactly what your AI conversations cost. Available per source, so you always know your raw cost and where it's being spent.

See the chart below where we look at AI Spend per source.

What your sources were actually charged… matches your invoice line for line.

See the chart below that reflects the total account's billed costs over time as a table.

Your consumption in billable segments. One segment always equals one message your AI sends... unless you unlock your agent node. Learn more about that Here.

Wallet Balance → Credit remaining, period by period. On agency plans it covers your clients' wallets too; view by source to see each one on

Followups Sent → Every nudge your AI sent to a lead who went quiet.

Conversation Sentiment → How your leads actually feel in conversation, scored 0–100 (50 is neutral). Catch a dip before it costs you the deal.

Tool Uses → Every time your bot took real action… booking, tagging, updating your CRM. Break it down by tool if you want to see which tools are used more and when

Topics → A special chart type that shows discussed topics, shaded by sentiment so you know which topics result in unhappy vs. happy leads and when.

FAQs Added Count → Questions your bot couldn't answerry one is your bot getting smarter without you lifting a finger.

Knowledge Base Reference Count → How often your bot reached into your knowledge base to answer.

Documents Referenced → Which of your documents your bot’s using earning its keep and what needs rewriting.

Unique Visitors → How many real people came to your site, and how often they return.

New Visitors → First-time arrivals to your website

Sessions → How many visits your site received.

Page Views → Every page loaded across the sites running your pixel, with known crawlers filtered out. See exactly which pages pull attention.

Website Conversions → Visitors who handed over their details through your chat widget. Divide by Unique Visitors for a conversion rate you can actually act on.

Formula → Build your own metric from any two others — booking rate, cost per lead, AI containment. If you can express it, you can chart it.