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AI Voice Calls: A guide to our AI dashboard and its uses

Checkout the AI voice call dashboard and learn about the different views associated with it, as well as a brief understanding of how the system works.

Updated over 2 weeks ago

Turn missed calls into revenue, save time, and reduce your workload with Chariot's AI Voice System.
After enabling AI Voice calls and implementing the system, you’ll see a new menu option for AI Voice Calls. As customers call in and interact with the AI, it will gather information, record the call, create a transcript and summary, and then categorize the call into one of three stages.

The AI Voice Calls dashboard navigation is found at the top of the page. You currently have several options, including: All Calls, Leads, Voicemails, Hangups, and Stats. These views allow you to filter by call type and review performance metrics for your AI system.

Menu Options Overview


All Calls:

View every call received by your AI number, including the lead created, call type, associated job stage, date and time, caller phone number, and call length.
Use the dropdown on any individual call to:

  • View a summary of the conversation

  • Read the full transcript

  • Play the call recording

  • Report any AI-related issues to help improve the system

Leads

The first of three categories that the AI sorts calls into. This view filters your calls to show only those classified as Leads, while maintaining the same data layout as the All Calls dashboard.
A call is categorized as a Lead when a customer expresses interest in services — for example, mentioning they’re “looking for a quote” or “booking a move.”

Voicemails:

The second category the AI sorts calls into. This view displays calls that were categorized as Voicemails, again showing the same breakdown of details as in All Calls.
A call is considered a Voicemail when the customer references a past or upcoming move, reports damage, leaves a complaint, wants to confirm a move, or doesn't provide enough information

Hangups

The third and final category the AI uses. These calls are typically very short and include little to no communication between the AI and the customer.

📊Stats

The 📊Stats screen provides data-driven insights into your system’s performance.
Select a date range in the top left corner to begin. Once selected, you’ll see metrics such as:

  • Total number of calls

  • Number of calls in each category

  • Potential and realized ROI from jobs created by the AI

  • Additional performance analytics

While we hope this has been helpful, if you are confused, have questions, or an idea to improve the system, let us know! We here at Chariot welcome feedback and suggestions!

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