Client-ready summaries, delivered automatically
Use owned content to answer visitor questions with less friction.
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What this feature covers
Why it matters
The practical reason to use it.
Analytics is the live dashboard you check yourself.
How it works
A step-by-step look at the workflow.
Step 1
The AI reads every conversation across your assistants and scores sentiment, topic, intent, and outcome.
Step 2
A weekly digest summarizes what happened so you don't have to dig through the inbox to find out.
Step 3
Once a month, a client-ready report is generated in both HTML and PDF, covering chats, leads, visitors, CSAT, and time saved per.
Step 4
The report is emailed automatically to whichever recipients you choose, no manual export required.
Core job
The main job this feature handles.
Sentiment scoring
Every conversation is scored for sentiment so you can see how visitors actually felt, not just what they asked.
Topic and intent detection
The AI identifies what each conversation was really about and what the visitor was trying to do.
Outcome tracking
See whether a conversation ended in an answer, a lead, an escalation, or an unresolved question.
No manual tagging
Reporting data is generated from the conversation itself, without anyone tagging chats by hand.
Daily use
How teams use it after launch.
Weekly digest
Get a regular summary of what happened without logging in to check.
HTML and PDF reports
Monthly reports are generated in both formats, ready to forward or present as-is.
Automatic delivery
Reports are emailed straight to the recipients you choose, on schedule, every time.
Client-ready formatting
Reports are built to be shared with a client or stakeholder directly, not just kept internal.
Control points
What to keep controlled.
Chat and visitor volume
Show how many conversations and visitors each assistant handled over the period.
Lead totals
Include how many leads each assistant captured alongside the conversations behind them.
CSAT satisfaction
Report visitor satisfaction scores so quality is part of the story, not just volume.
Time saved
Estimate the time the assistant saved your team, per agent, for the reporting period.
What you get
The changes teams should notice first.
- Client-ready reports without manual slide or spreadsheet work
- Weekly visibility into sentiment, topics, and outcomes
- Clear per-agent breakdown of chats, leads, and satisfaction
- Easier renewal conversations backed by time-saved numbers
The facts do the selling
Plan facts, platform capabilities, and worked examples — every claim here is checkable, not a pitch.
White-label included — never a paid add-on. Copyright removal from $98/mo. Full white-label — custom domain, branded portal, your-domain emails — from $198/mo.
The white-label wedge
Platform fact
Training runs on your sitemap, PDFs, docs, and YouTube transcripts. Answers cite the source pages they came from.
Trained on your content
Platform fact
Five clients at $300/mo on a $198/mo Agency plan is $1,300+ of monthly margin before usage.
A 5-client agency on one flat plan
Worked example
Your questions, answered.
Tap any question about the product, pricing, security, or setup to see a straight answer.
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Answers about InsertChat
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Reports questions
What's in a monthly report?
Chats, leads, visitors, satisfaction (CSAT), and time saved, broken down per assistant, delivered as both HTML and PDF. The operational question is whether reports makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams. The operational question is whether reports makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
How is this different from analytics?
Analytics is the live dashboard you check yourself. Reports are the scheduled, client-ready summary emailed automatically to whoever needs it, without anyone logging in. The operational question is whether reports makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
Who is this most useful for?
Agencies managing assistants for multiple clients get the most value, since a recurring report is proof of value without custom reporting work each month. A single in-house assistant may only need the weekly digest. The operational question is whether reports makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
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