Reports nobody reads
Five tools, five dashboards, and none of them answers the question you actually have.
What we doAsk in plain language and get the answer with the few numbers behind it, or keep your weekly answers on one screen. Custom platform
AI insights reads your calls, messages, bookings and sales, and answers in plain language: what callers wanted, where deals stall, which ads brought customers who paid.
That's our own business line, answered by the same kind of AI agent we build for you. Ask it what we do and how it would work for your business, or ask for a person at any point: you get your answers and hear the product working on the same call.
Example answers for a plumbing company. Numbers are illustrative.
The answers are already in your calls, messages and sales. Nobody has time to read them all.
Five tools, five dashboards, and none of them answers the question you actually have.
Customers keep asking for something you don't offer, and nobody notices because nobody hears every call.
You know what you spent on ads. You don't know which ones brought customers who paid.
Two reports, two totals, and an afternoon spent working out which one is right.
Ask the way you'd ask a manager. Here is what it reads to answer, and what comes back.
"Why did we lose more estimates in March than in February?"
Every estimate sent, accepted and declined, with the calls around them.
Patterns like slower replies on weekends, or one service priced above what callers expected.
Each reason, linked to the estimates and calls behind it.
Also asked: what did callers ask for this week that we don't offer? How we set up home services
"How many new-patient calls did we miss last month, and when?"
Every call: answered, missed and abandoned, by hour and day.
Gaps like lunch hours or Monday mornings.
A count by hour, with the missed calls listed. It reads the scheduling side, not patient records.
Also asked: which new patients called but never booked? How we set up dental and medical
"Where did our retained clients come from this quarter?"
Every inquiry, traced to whether it became a client.
Referrals, search, ads and directories, ranked by clients retained.
Inquiries that waited too long for a callback, flagged.
Also asked: how long do new inquiries wait for a callback? How we set up legal
"Which listing sites send buyers who actually close?"
Each lead from first inquiry to closing or drop-off.
Sources compared by closed deals, not lead count.
Response times and follow-up, agent by agent.
Also asked: which buyers went quiet after a showing? How we set up real estate
"How much did last month's weather cancellations cost us?"
Cancellations, reschedules and refunds by date, from your site and the booking platforms you sell on.
Revenue lost, moved and kept, totaled.
Each weather day with the bookings behind it.
Also asked: which booking platform brings the guests who come back? How we set up tours and rentals
Insights aren't a report you read and forget. The answers come from the rest of the system, and point at something it can change.
We connect your sources, clean the data underneath, and check the answers against your books before you rely on them.
Phones, messages, booking, payments, ads and your CRM.
Duplicates merged and records reconciled so the totals match your books.
You ask your real questions and we check every answer against the source.
Plus a short weekly summary in your inbox, if you want one.
From your own calls, messages, bookings, payments and ads, after we've connected and cleaned them. Every answer shows its sources.
It can only be as right as the data underneath, which is why we clean and reconcile it first and check answers against your books during setup.
Whoever you choose. We set what each person can see during setup.
Questions about your own business, the way you'd ask a manager: what callers wanted, where deals stall, which ads brought customers who paid, how many calls were missed and when.
Every call, text and chat it's connected to, so the patterns come from what customers actually said.
You can ask it anything whenever you like, and we can send a short weekly summary to your inbox if you want one.
Only what we connect. For practices it reads the scheduling and phone side, not clinical records.
It's quoted for your business, based on what we build and run for you, with no per-seat fees. Get a quote.
Local seasons, local competitors, local ads. See what we do where you work.
We'll send you a quote for the system. Most setups go live in about 2 weeks.