COACH
Visibility that drives results.
Every call, text, and booking tracked. Break it down by location, campaign, or product. See what's working, fix what's not.
Call Flow Visualization
See how calls are classified and converted through each stage
3,207
Total Calls
1,067
Leads
2,140
Non-Leads
825
Booked
642
Unbooked
- 48No Appt Scheduled
- 34Awaiting Follow-Up
- 18Info Request Only
- 12Awaiting Callback
- 8Needs to Think
Solutions
Every metric, one dashboard.
Booking rates, lead conversion, and campaign performance — auto-categorized, drillable, and exportable.
Track everything in one place
Booking rates, lead conversion, and campaign performance in one place. Every call, text, and chat is logged and analyzed automatically. No manual tagging, no spreadsheets.
2,486
Total interactions
84%
Booking rate
37%
Lead conversion
- Calls847Auto-logged
- Texts1,243Auto-logged
- Chats396Auto-logged
Enterprise view
Drill into any team, filter by business unit, export to leadership. The full picture, fast — across locations, brands, and campaigns.
- Austin HVAC84%412$28K
- Dallas Plumbing76%318$22K
- Phoenix HVAC68%274$18K
- Denver Electrical91%198$15K
Drill into the details
Click any cell, any bar, any cohort to see the underlying calls. Transcripts, scores, outcomes — all surface in one click.
- #1421JackieQuote rejected · 0:5482
- #1418MarcusQuote rejected · 1:1274
- #1409JackieAsked for discount · 0:4788
- #1402DevonCompared competitor · 2:0391
Exportable everywhere
CSV, API, webhook, Slack digest, email digest. Drop the data into your warehouse, your BI, or your weekly leadership rollup.
- SlackDaily digest
- EmailWeekly rollup
- WebhookOn change
- CSVFull export
- APILive pull
- BI toolConnector
Capabilities
Analytics— what’s inside.
Unbooked reasons
See exactly why calls didn't convert.
Score every call
Instantly score every CSR call with AI.
Location comparison
Compare performance across teams or brands.
Exportable data
Pull reports into your own tools.
Every metric, one dashboard
Track everything in one place — no manual tagging, ever.
Booking rates, lead conversion, and campaign performance in one dashboard. Every call, text, and chat is logged and analyzed automatically.
- Every call, text, and chat logged and auto-categorized — 0 manual tags needed.
- Booking rate, lead conversion, and unbooked-reason breakdowns by location and campaign.
- Enterprise view — drill into any team, filter by business unit, export to leadership.
- Call flow Sankey — see how Total Calls → Leads → Booked / Unbooked → reason buckets in one chart.
- Live activity log — every interaction streamed into the dashboard the moment it ends.
- Slack / email / webhook digest + CSV / API export to drop the data into your warehouse.
Why it matters
of calls, texts, and chats auto-categorized — no manual tagging
drill into any cohort, export to your warehouse, live in your dashboard
Frequently asked
Frequently asked
- Does Analytics work alongside our existing BI tool?
- Yes. Every metric is exportable via CSV / API / webhook. Drop the data into your warehouse, your BI tool, or your weekly Slack digest.
- What gets auto-categorized?
- Every call, text, and chat is tagged with intent (booking, info request, complaint, etc.), outcome (booked, unbooked, transferred), and reason (price, availability, scope). Manual tagging is never required.
- Can we compare locations or brands?
- Yes — Enterprise View lets you filter and compare across any business unit, location, or campaign, and export the cut to leadership.
- How fresh is the data?
- Live — the activity log updates the moment a call, text, or chat ends. Dashboards refresh continuously.
See what's actually moving your booking rate.
See the Analytics dashboard in a 20-minute demo.