Reporting

The Home dashboard and Insights: what the agent answered, handed over and booked.

Two places tell you how it is going: Home, for today, and Insights, for the trend.

#Home

Home shows who is on your site now, who is waiting for a person, the getting-started checklist until you are live, knowledge gaps and answer quality.

#Insights

Insights covers what the agent answered, handed over and booked over time, with reports and dashboards you can build and share. Insights is part of Growth and up.