How to Set Up Voice AI Performance Summary Emails

What Are Voice AI Performance Summary Emails?

Voice AI Performance Summary Emails are automated reports sent on a recurring basis to keep your team updated on the performance of a specific Voice AI agent. These emails provide key insights and metrics, helping you track agent activity without requiring manual dashboard checks.

Key Benefits

These summary emails offer several advantages:

• Scheduled visibility: Receive updates weekly, bi-weekly, or monthly.
• Flexible recipient selection: Send reports to admins, all users, specific users, or custom email addresses.
• Agent-specific configuration: Each Voice AI agent can have its own reporting settings.
• Reduced manual effort: Eliminate the need for stakeholders to frequently check dashboards.
• Improved team alignment: Share performance insights with relevant team members.

Comparing Reporting, Post-Call, and Dashboard Features

Voice AI offers multiple ways to review performance:

• Reporting: Use this for scheduled Performance Summary Emails.
• Post-Call: Handles notifications and workflows triggered after calls.
• Dashboard & Logs: Provides immediate access to analytics, call recordings, transcripts, and logs.

Frequency Options

Choose how often Performance Summary Emails are sent:

• Weekly: Ideal for active monitoring and frequent reviews.
• Every 2 weeks: Suitable for teams preferring regular updates without weekly frequency.
• Monthly: Best for high-level reviews or lower-activity agents.

Recipient Options

Select who receives the Performance Summary Emails:

• All Admins: Sends to all admin users in the sub-account.
• All Users: Sends to every user in the sub-account.
• Specific Users: Sends only to selected users.
• Custom Email: Sends to a manually entered email address.

How to Configure Performance Summary Emails

Follow these steps to set up Performance Summary Emails for a Voice AI agent:

1. Access Voice AI Agents

Navigate to AI Agents and select Voice AI to view your list of agents.

2. Select an Agent

Choose the Voice AI agent you want to configure from the agents list.

3. Open the Build Tab

Go to the Build tab for the selected agent, which contains configuration panels.

4. Expand the Reporting Section

In the settings panel on the right, locate and expand the Reporting section.

5. Configure Performance Summary Email

Set your preferred frequency and recipient options:

• Choose from Weekly, Every 2 weeks, or Monthly.
• Select recipients: All Admins, All Users, Specific Users, or Custom Email.
• If choosing Specific Users, pick the appropriate users.
• If using Custom Email, enter the address carefully.

6. Save Your Settings

Click Save to apply the changes. Unsaved settings won’t affect future emails.

Verifying Settings

Since Performance Summary Emails are scheduled, they may not send immediately after configuration. Ensure your settings are saved correctly to avoid issues with future reports.