The Call AI Dashboard seamlessly integrates with PbN Voice and offers in-depth call analytics, including volume trends, call reasons, sentiment analysis, and key call performance metrics. Practices can customize their views with date ranges, comparisons, and interactive chart options for a more tailored experience.
The Call AI Dashboard is a paid feature available for PbN Voice users. Pricing varies depending on the package type.
Benefits of the Call AI Dashboard
Seamless PbN Voice Integration: Access call insights directly within PbN Voice.
Visibility into Call Trends: Monitor total call volume, incoming vs. outgoing calls, and missed call rates.
Identify Areas of Improvement: Pinpoint high missed call rates, low answered call percentages or voicemail trends.
Sentiment Insights: Utilize Call AI sentiment analysis to enhance patient communication.
Performance Tracking: Compare performance over time with customizable date ranges and comparisons.
Customization Options
The Call AI Dashboard allows practices to:
Adjust the Date Range: Display call data for specific time periods.
Enable Date Range Comparisons: Compare two time periods to identify performance trends and improvements.
Filter by Caller Type: View call metrics specifically for:
New Patients
Existing Patients
Other Calls (vendors, miscellaneous calls)
Key Dashboard Features
Call Volume Overview
At the top of the dashboard, users can view high-level call metrics, including:
Total Calls
Incoming Calls
Outgoing Calls
Answered Call Rate
Negative Sentiment Percentage
New Patient Appointments
Lost New Patient Opportunities
Each metric provides a comparison with previous periods, showing percentage increases or decreases.
Call Volume Over Time (Graph)
The Call Volume Over Time graph displays call trends over time, with interactive elements:
Call Type Filters: Toggle the following metrics on/off:
Outgoing
Received
Missed
Dropped
Other
Incoming
Trendline Options:
No Moving Average (Default)
3-Point Moving Average
6-Point Moving Average
Export Options:
PNG (image)
CSV (spreadsheet)
Reset to default view.
Call Analysis by Caller Type
Users can analyze call patterns based on caller type, including:
New Patients – First-time callers.
Existing Patients – Returning patients.
Other Calls – Vendor and miscellaneous calls.
Call Distribution Analysis
This section provides donut charts to analyze call data in multiple ways:
Call Count by Reason
Displays why patients are calling, categorized into:
Make an Appointment
Reschedule Appointment
Insurance Verification
Pending Treatment
Unknown
Other
Call Count by Sentiment
Analyzes sentiment trends in patient calls, categorized into:
Positive
Neutral
Negative
Unknown
Chart Customization & Exporting
Users can:
Switch between "Call Count" and "Call Duration" views.
Filter data by Reason, Caller, or Line.
Export charts in PNG or CSV format.
Use interactive toggles to display specific categories.
