Optni AIHelp guides

Leads, contacts and insights

Insights

Insights shows what your AI front desk did over time. The location picker in the top bar applies to every number here.

Who can do this: Everyone. Staff see their own locations.

Steps

  1. Step 1: Select Insights in the sidebar.

    The Insights page with totals, a daily chart and call outcomes.

  2. Step 2: Pick a range: 7, 14, 30 or 90 days.

    The date range buttons ringed.

  3. Step 3: Hover or tab through the chart to see each day.

    Switch to Table to read the same numbers as a table.

    The calls and texts per day chart.

  4. Step 4: Check call outcomes and who booked.

    A high share of transferred calls or messages can mean the AI needs more answers. See What your AI should know.

    The call outcomes breakdown.

What the totals mean

  • Interactions — calls plus texts in the range.
  • Bookings — made by Ava, Max and staff.
  • Transferred or message — the share of calls sent to staff or where a message was taken.
  • Missed calls — calls nobody answered.