> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lumisreach.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights & Analytics

> Understand how your AI is performing. See call volumes, conversion rates, and trends over time.

## Dashboard overview

Your dashboard shows key metrics at a glance:

| Metric                | What it tells you                        |
| --------------------- | ---------------------------------------- |
| **Total calls**       | Volume of calls handled                  |
| **Answer rate**       | % of calls AI answered                   |
| **Avg call duration** | How long conversations last              |
| **Booking rate**      | % of calls that resulted in appointments |
| **Transfer rate**     | % of calls transferred to humans         |

***

## Key performance indicators

### Call volume

Track calls over time:

* **By hour** - See peak calling times
* **By day** - Identify busy days
* **By week/month** - Spot trends

### Conversion metrics

* **Lead → Appointment** - How many callers book
* **Inquiry → Conversion** - How many questions lead to action
* **Repeat callers** - Customer return rate

### Quality metrics

* **Caller satisfaction** - Post-call surveys (if enabled)
* **Resolution rate** - Issues handled without transfer
* **Knowledge gaps** - Questions AI couldn't answer

***

## Reports

Generate reports for:

<CardGroup cols={2}>
  <Card title="Daily Summary" icon="calendar-day">
    Calls, bookings, and highlights from today
  </Card>

  <Card title="Weekly Digest" icon="calendar-week">
    Week-over-week comparisons and trends
  </Card>

  <Card title="Monthly Report" icon="calendar">
    Full breakdown with charts and analysis
  </Card>

  <Card title="Custom Report" icon="sliders">
    Build your own with selected metrics
  </Card>
</CardGroup>

***

## Filtering data

Drill down into specific segments:

* **Date range** - Any time period
* **Phone number** - Specific line
* **Call outcome** - Booked, transferred, missed
* **Service type** - If you track services
* **Team member** - If using round-robin

***

## Trend analysis

Spot patterns in your data:

* **Seasonal trends** - Busy seasons vs. slow periods
* **Day-of-week patterns** - Monday rush, Friday slowdown
* **Time-of-day patterns** - Morning vs. afternoon
* **Before/after comparisons** - Impact of changes

***

## Alerts

Set up notifications for:

* **Volume spikes** - More calls than usual
* **Low booking rate** - Conversion drops below threshold
* **High transfer rate** - AI transferring too often
* **Knowledge gaps** - New questions appearing

***

## Exporting data

Export your data in multiple formats:

* **CSV** - For spreadsheets
* **PDF** - For sharing reports
* **API** - For custom integrations

***

## Understanding your numbers

<AccordionGroup>
  <Accordion title="What's a good booking rate?">
    Depends on your industry. Service businesses typically see 40-60% of callers book. If you're below 30%, review your AI's booking flow.
  </Accordion>

  <Accordion title="Why is my transfer rate high?">
    Common causes: Questions AI can't answer (expand knowledge base), callers specifically requesting humans (normal), complex issues (adjust when to transfer).
  </Accordion>

  <Accordion title="How do I improve call duration?">
    Shorter isn't always better. If calls are too short, AI might not be engaging. Too long might mean inefficiency. Aim for efficient, complete conversations.
  </Accordion>
</AccordionGroup>

***

<Card title="View Insights" icon="chart-line" href="https://app.lumisreach.com/insights">
  See your performance dashboard
</Card>