Overview
Monthly ROI Reports are automated emails that summarize your AI agent's performance for the previous month. They're designed to:
- Save time — No need to compile reports manually
- Track progress — Month-over-month comparison
- Demonstrate value — Concrete ROI numbers for stakeholders
- Identify opportunities — Highlight areas for improvement
Reports are sent automatically to the account owner's email address at the beginning of each month for the previous month's data.
What's Included
Each monthly report contains:
Performance Metrics
- Messages Usage — Total messages with trend
- Avg. Chat Time — Conversation duration
- Training Data Usage — Current utilization
- Total Chats Opened — Conversation volume
- Leads Captured — Lead generation results
- AI Resolution Rate — Self-service success
ROI Calculations
- Avg. Chat Length — Messages per conversation
- Total Time Saved — Hours saved vs human agents
- Cost Savings — Dollar value of automation
- Knowledge Coverage — Training data effectiveness
Question Insights
- Top 5 Most Asked Questions — Popular topics
- Top 5 Rated Replies — Best-performing responses
- Top 5 Unanswered Questions — Knowledge gaps
The unanswered questions section is your monthly training checklist. Address these topics to continuously improve your agent.
Delivery Schedule
Reports are delivered:
- When — First week of each month
- Covering — The complete previous month
- To — Account owner email address
- Frequency — One report per AI agent
For example, a report delivered in early January covers all of December's performance data.
Per-Agent Reports
If you have multiple AI agents, you'll receive a separate report for each. This helps you compare performance across different use cases or websites.
Using Your Reports
Make the most of your monthly reports:
Track Trends
Compare month-over-month to see if you're improving:
- Is Knowledge Coverage increasing?
- Are unanswered questions decreasing?
- Is AI Resolution Rate going up?
- Are cost savings growing?
Prioritize Training
Use the unanswered questions list to prioritize training updates:
- Review the top 5 unanswered questions
- Add training data for these topics
- Watch them disappear from next month's report
Celebrate Wins
The report quantifies your success:
- Hours of support time saved
- Cost savings in real dollars
- Leads captured automatically
- Questions answered 24/7
Sharing with Stakeholders
Monthly reports are designed to be shared:
- Forward to leadership — Show ROI and cost savings
- Share with marketing — Highlight common customer questions
- Inform support teams — Identify training opportunities
- Present to clients — If you manage chatbots for others
Need more detailed analytics? The full dashboard at
Analytics & Dashboard provides custom date ranges, additional metrics, and drill-down capabilities.
