The Call AI Dashboard works seamlessly with PbN Voice, offering in-depth call insights such as volume trends, reasons for calls, sentiment analysis, and key call metrics. Practices can customize their views with date ranges, comparisons, and interactive chart options for a tailored experience.
The Call AI Dashboard is free for all practices until December 31st, and new practices will receive a trial period when they sign up.
Benefits of the Call AI Dashboard
Seamlessly integrates with PbN Voice.
Gain visibility into call trends and metrics.
Identify areas of improvement, such as high missed call rates or voicemail volumes.
Use sentiment insights to enhance patient communication strategies.
Compare performance over time using customizable date ranges.
Customization Options
The Call AI Dashboard allows practices to:
Change the Date Range: Adjust the dashboard to display call data for specific time periods.
Enable Date Range Comparisons: Compare call performance between two selected date ranges to identify trends and improvements over time.
How to Use the Call AI Dashboard
View Call Trends: Use the "Call Volume Over Time" graph to monitor call activity peaks and patterns.
Analyze Key Metrics: Review the right-side panel for quick insights on call volume, missed calls, and voicemail trends.
Understand Call Reasons: Use the "Call Volume by Category" chart to identify common reasons for patient calls.
Gauge Sentiment: Review sentiment analysis to monitor and improve patient communication.
Customize Your View: Adjust the date range and enable comparisons to track performance changes over time.
Summary Page
The Summary Page offers a visual overview of call activity, enabling practices to analyze call performance and trends. It includes the following key features:
Call Volume Over Time (Graph)
The Call Volume Over Time graph provides an interactive view of call trends, with controls to adjust data visibility and trendline preferences.
Chart Options
You can customize the graph display using the Chart Controls icon at the top-right of the chart. Options include:
View Individual Metrics: Toggle the following call types on or off:
Outgoing
Received
Missed
Dropped
Other
Incoming
Trendline Options:
No Moving Average (Default)
3-Point Moving Average
6-Point Moving Average
Export Options:
Export the chart in your preferred format:PNG
CSV
Reset: Restore the chart to its default view.
Key Call Metrics
Total Calls
Incoming Calls
Outgoing Calls
Answered Call Rate
Negative Sentiment
Potential New Patients
Call Volume by Category and Sentiment
The Call Volume by Category and Call Volume by Sentiment charts use donut visualizations to display call data. These charts can be customized and filtered for deeper insights.
Donut Chart Features
You can:
View Data by:
All Calls
New Patients
Existing Patients
Other Calls
Switch Between Views:
Call Count: Displays the number of calls.
Call Duration: Displays total call duration.
Filter By:
Reason: Categories such as Confirm Appointment, Reschedule, Insurance Verification, etc.
Caller: Organizes data based on the caller type.
Line: Groups data by the line used for the call.
Chart Controls and Customization
The donut charts have interactive Chart Controls to enhance usability. The gear icon at the top right of each chart allows you to access these controls.
Chart Options:
Donut View: Default circular view for call volume visualization.
Percentages: Toggle to display data as percentages for better comparison.
Categories Filter: Enable or disable specific categories to focus on selected data.
Export Options:
PNG: Export the chart as an image.
CSV: Export chart data for reporting.
Reset: Restore the chart to its default view.
Benefits of Donut Chart Customization
Focus on specific data with category filters.
Compare call performance across different call types (e.g., new vs. existing patients).
Switch between Call Count and Call Duration for in-depth analysis.
Export charts for team reporting or external review.
