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Delivery & Analytics

Configuring Delivery​

Set up how you want to receive extracted insights from your assistant.

Where to configure: AI Assistants → Select assistant → Insights tab → Delivery Configuration section

Delivery Options​

Portal (Always Enabled)​

All insights are automatically stored in the analytics portal.

How to Access:

  1. From assistant's Insights tab: Click View Analytics button
  2. From main navigation: Go to AI Insights
  3. From call detail page: Analytics → Calls → Click any call → See AI Insights section

Features:

  • View all extracted insights for each call
  • Filter by date range and assistant
  • Export to CSV for analysis
  • Search through insight data
  • 60-day retention period

Webhook (Optional)​

Send insights to your systems in real-time after each call completes.

Setup:

  1. Go to AI Assistants → Select assistant → Insights tab
  2. Scroll to Delivery Configuration section
  3. Check the Webhook checkbox
  4. Enter your HTTPS endpoint URL
  5. Click Save

Requirements:

  • Must use HTTPS (not HTTP)
  • Must be publicly accessible (not localhost)
  • Should return 200 OK status within 5 seconds
  • Endpoint should accept POST requests with JSON payload

Payload Example:

{
  "call_id": "uuid-abc-123",
  "assistant_id": "uuid-def-456",
  "assistant_name": "Customer Support Agent",
  "insights": [
    {
      "name": "Call Summary",
      "value": "Customer inquired about pricing and requested a demo...",
      "output_type": "text"
    },
    {
      "name": "Lead Quality Score",
      "value": 85,
      "output_type": "number"
    },
    {
      "name": "Action Items",
      "value": ["Send proposal", "Schedule follow-up call"],
      "output_type": "array"
    }
  ],
  "call_metadata": {
    "from": "+1234567890",
    "to": "+17322856717",
    "duration": 180,
    "started_at": "2026-01-08T10:30:00Z",
    "ended_at": "2026-01-08T10:33:00Z"
  }
}

Testing: Use webhook.site to test your endpoint before production.

Email (Optional)​

Receive email notifications with extracted insights after each call.

Setup:

  1. Go to AI Assistants → Select assistant → Insights tab
  2. Scroll to Delivery Configuration section
  3. Check the Email checkbox
  4. Enter your email address
  5. Click Save

Configuration Tips:

  • Use one email address per assistant
  • For multiple recipients, use a distribution list or group email
  • Add [email protected] to your contacts to avoid spam filtering

Viewing Insights Analytics​

Accessing the Analytics Dashboard​

Method 1 - From Assistant:

  1. Go to AI Assistants → Select assistant → Insights tab
  2. Click View Analytics button
  3. See filtered view of insights for that assistant

Method 2 - Main Navigation:

  1. Click AI Insights in the main navigation
  2. View all insights across all assistants
  3. Use filters to narrow down results

Analytics Dashboard Features​

Call List View:

  • Shows all calls with extracted insights
  • Displays call timestamp, phone number, and duration
  • Badge showing number of insights extracted (e.g., "5 insights")
  • Click any call to expand and see details

Filters:

  • Date Range: Set start and end dates
  • Voice Assistant: Filter by specific assistant
  • Quick view of insight extraction count per call

Call Detail View:

  • Click to expand any call
  • See all extracted insight values
  • Timestamp showing when insights were extracted
  • Portal and Email delivery indicators

Exporting Insights Data​

Export to CSV:

  1. Navigate to Insights Analytics page
  2. Apply desired filters (date range, assistant)
  3. Click Export Insights button
  4. Download CSV file

CSV Contains:

  • Call ID and timestamp
  • Assistant name
  • All insight names and extracted values
  • Caller phone number
  • Call duration

Use Cases for Export:

  • Import into CRM systems (Salesforce, HubSpot, etc.)
  • Analyze trends in Excel or Google Sheets
  • Long-term archiving beyond 60-day retention
  • Custom reporting and dashboards

Important: Export regularly - insights are automatically deleted after 60 days.

Troubleshooting Delivery​

Webhooks Not Working​

Check:

  1. URL is HTTPS (not HTTP)
  2. Publicly accessible (not localhost)
  3. Returns 200 OK
  4. Responds within 5 seconds

Test:

curl -X POST https://your-endpoint.com/insights \
  -H "Content-Type: application/json" \
  -d '{"test": "data"}'

Emails Not Received​

Check:

  1. Email address is correct
  2. Spam/junk folder
  3. Whitelist [email protected]
  4. Delivery log for errors

Insights Not Appearing​

Check:

  1. Insights are configured on the assistant (go to Insights tab)
  2. Call was made after insights were added
  3. Wait 30-60 seconds for processing to complete
  4. Check the Insights Analytics page for error messages
  5. Verify the assistant handled the call (check call logs)

Still not working?

  • Check that insights are saved on the assistant
  • Review the "Last executed" timestamp on the Insights tab
  • Contact support with the call ID for investigation