Using the Voice AI Outbound Calling Dashboard
What is the Voice AI Outbound Calling Dashboard?
The Voice AI Outbound Calling Dashboard is a central hub within your CRM for monitoring the performance of outbound calls made by AI agents. It provides a detailed overview of call activity, including the number of calls attempted, the success rate of those calls, and the outcomes of conversations. By consolidating this data into a single view, the dashboard helps you measure the effectiveness of your outbound Voice AI campaigns.
Key Features and Metrics
The dashboard presents several key metrics and visualizations to give you a comprehensive understanding of your outbound calling efforts.
Attempted Calls
This metric shows the total number of outbound calls your AI agents have tried to place. It accounts for all call outcomes, such as connected calls, calls that went to voicemail, unanswered calls, and failed call attempts. Monitoring this number helps you verify the overall volume and reach of your outbound campaigns.
Connected Calls
This section focuses on calls that were successfully connected to a person or a voicemail system. It displays the total number of connected calls, the combined duration of all conversations, and the average length of each call. Trend charts are also available to show how these metrics change over weekly, monthly, or yearly periods.
Actions and Sentiment
This area provides insight into what happens during and after a call. You can see which automated actions were triggered by the AI agent based on the conversation. Additionally, the dashboard analyzes the sentiment of the dialogue, categorizing it as positive, neutral, or negative, giving you valuable feedback on the quality of customer interactions.
Call Status Distribution
A visual chart breaks down your call attempts by their final status. This allows you to see at a glance the proportion of calls that were connected, went to voicemail, received no answer, or failed. This breakdown is useful for identifying patterns and potential issues with your calling strategy.
Detailed Call Logs
For a granular review, the dashboard provides a complete log of every outbound call. Each entry includes details such as the call's status, the name of the workflow that initiated it, the contact information, the date and time, the call duration, and links to the recording and transcript. This log is essential for troubleshooting and analyzing individual call outcomes.
How to Access and Use the Dashboard
Follow these steps to review your outbound Voice AI performance.
- Log in to your CRM sub-account.
- Navigate to the AI Agents section.
- Click on the Voice AI tab.
- Select Dashboard & Logs.
- Choose the Outbound view.
Once the dashboard loads, you can use the filters at the top to select a specific AI agent and a date range for your report. The main dashboard tiles will display high-level metrics. Scroll down to view the call status distribution chart and summary tiles that compare current performance to the previous period. To investigate specific calls, click into the detailed call logs at the bottom of the page.