Agentic Reporting

Overview

Agentic Reporting provides a flexible and intelligent reporting experience that enables users to view, create, customize, and share dashboards and reports within their organization. It combines predefined dashboards, customizable reporting capabilities, AI-assisted report generation, and collaborative dashboard management to help users gain deeper insights into both inbound and outbound activities.

Unlike traditional reporting systems that are limited to a predefined set of reports, Agentic Reporting allows users to create tailored visualizations and reports that meet unique business requirements while maintaining organizational governance and security.

---

Key Capabilities

Standard Reporting Dashboards

Agentic Reporting includes a set of out-of-the-box dashboards that provide visibility into operational and campaign performance.

Inbound Reporting

Inbound dashboards provide insights into assistant and flow performance.

Key metrics and visualizations include:

• Total conversations

• Average conversation duration

• Transfers and transfer destinations

• Conversation outcomes

• Channel distribution

• Contact volume by day

• Transfer volume over time

• Heat maps showing activity by date and time

• Outcome trends

• Performance comparison across assistants and flows

---

Outbound Reporting

Outbound dashboards focus on campaign execution and outcomes.

Key reporting views include:

• Campaign funnel analysis

  • Dialed

  • Reached

  • Conversation completed

  • Objectives achieved

• Campaign outcome analysis

• Objective completion tracking

• Transfer volume over time

• Reachability statistics

• Channel mix reporting

• Campaign performance trends

---

Campaign Export Reports

Campaign Export Reports allow users to generate tabular reports containing campaign-specific information.

Example report fields include:

• Customer Name

• Customer ID

• Customer Phone Number

• Time Zone

• Campaign Information

• Recording References

• Campaign Attributes

Report data can be exported in CSV format for further analysis.

---

How Agentic Reporting Works

Dashboard-Based Architecture

Reporting is delivered through dashboards composed of individual widgets.

Each widget defines:

• The data query to execute

• The visualization type to render

• Display formatting and presentation options

Common widget types include:

• KPI cards

• Charts

• Trend graphs

• Heat maps

• Funnel visualizations

• Tables

Multiple widgets can be combined within a dashboard to provide a comprehensive view of business performance.

---

Reporting Engine

The reporting engine serves as the central component responsible for:

• Executing report queries

• Rendering dashboard widgets

• Managing dashboard versions

• Enforcing organization-level data access controls

• Retrieving and combining report data

The reporting engine obtains data from:

Data Warehouse

The primary source for reporting metrics and operational analytics.

This is the same underlying reporting data used across the platform's reporting ecosystem.

Internal V2 Database

Used to supplement reporting with campaign-related information that is not currently available in the data warehouse.

Examples include:

• Contact details

• Campaign contact names

• Time-zone information

• Campaign-specific attributes

When required, the reporting engine combines data from both sources to provide a unified reporting experience.

---

Organization-Based Reporting

All reports are organization scoped.

To ensure secure access:

• Every report query is automatically constrained to the user's organization.

• Users can only access data belonging to their organization.

• Reporting remains governed within platform-defined boundaries.

This provides a secure and controlled reporting environment while allowing reporting flexibility.

---

User Roles

Report Viewer

Report Viewers can consume reporting content but cannot modify reporting assets.

Capabilities include:

• View standard dashboards

• View shared dashboards

• Filter report data

• Export supported report results

• Ask questions about report data using AI-assisted insights

Accessible dashboards include:

• Inbound Dashboards

• Outbound Dashboards

• Campaign Export Reports

• Organization-shared dashboards

---

Report Editor

Report Editors can create, modify, and manage reporting content.

Capabilities include:

• Create dashboards

• Create custom reports

• Configure widgets

• Modify layouts

• Share dashboards

• Export dashboards

• Use AI-assisted report generation

• View dashboard history

• Compare dashboard versions

---

AI-Assisted Report Creation

One of the primary capabilities of Agentic Reporting is AI-assisted dashboard and report generation.

Rather than manually defining reports, users can describe their reporting requirements in natural language.

For example: Show a heat map of outbound calls by hour of day and day of week.

The AI assistant automatically determines:

• Required data sources

• Data query structure

• Appropriate visualization type

• Display configuration

The generated widget is then added to the dashboard for review and refinement.

---

Refining AI-Generated Reports

After a report is generated, users can continue refining it through additional instructions.

Examples include:

• Change the chart type

• Show data by day instead of week

• Expand the reporting period

• Add additional metrics

• Adjust labels and descriptions

This iterative approach allows users to progressively improve reports without recreating them from scratch.

---

Dashboard Editing

Report Editors can manually customize dashboards and widgets.

Supported customizations include:

Layout Changes

• Resize widgets

• Rearrange dashboard components

• Add or remove widgets

Visual Customization

• Modify titles and descriptions

• Change colors

• Update display settings

• Configure chart options

Query Configuration

Advanced users can review and adjust widget query definitions to further customize report behavior.

---

Dashboard Versioning

All dashboard changes are tracked through version history.

Version management capabilities include:

• Automatic version creation

• Change tracking

• Version comparison

• User attribution

• Historical review

Users can identify:

• Who made a change

• What was changed

• When changes occurred

Changes generated by AI can also be distinguished from manually created updates, improving auditability and transparency.

---

Dashboard Sharing and Collaboration

Dashboards can be shared across the organization to support collaborative reporting.

Benefits include:

• Centralized reporting assets

• Consistent reporting standards

• Shared dashboards across teams

• Reduced effort through dashboard reuse

Shared dashboards become available to users based on their assigned reporting permissions.

---

Ask Questions About Reports

Users can interact with report data using natural language.

Examples include:

• What happened on a specific day?

• Which flows generated the highest call volume?

• What were the most common outcomes?

• Which campaigns achieved the highest completion rates?

---

Exporting Data

Supported report tables can be exported for offline analysis.

Supported export format:

• CSV

This enables users to:

• Share data externally

• Perform additional analysis

• Import results into third-party reporting tools

• Create customer-specific reporting packages.

---

Summary

Agentic Reporting extends traditional reporting by combining standard dashboards, customizable reporting, AI-assisted report generation, organizational governance, and collaboration capabilities. Users can analyze inbound and outbound performance, create custom dashboards using natural language, share reporting assets across teams, and export reporting data, all while maintaining secure organization-level access controls and complete version history tracking.