📊 Understanding Your Charlie AI Dashboard and Call Log

This guide is your resource for viewing and understanding all of your Charlie AI call data in ALOHA. You'll learn how to navigate the dashboard for visual trends and use the call log to review individual patient interactions.

✨ When You Need This Guide

Use this guide if you're wondering:

"Where's the call dashboard in ALOHA?"
"How many calls has Charlie handled?"
"Can I track scheduled and rescheduled appointments?"
"Can I listen to voicemails or see transcripts?"
"Is there a way to filter calls by patient type or status?"
"How do I check if Charlie answered a call?"

What This Covers (And What It Doesn't)

✅ This article covers: Navigating both the visual Charlie AI Dashboard for performance metrics (handled/missed calls, busiest times, call volume) and the detailed Call Log for reviewing individual patient summaries and recordings.
❌ This article does not cover: The step-by-step process for enabling and customizing Charlie AI features or connecting your office phone line to Charlie.

Prerequisites/You'll Need

Access to your ALOHA account.

✅ Part 1: How to Use the Charlie AI Dashboard 🧭

The Dashboard gives you a visual overview of Charlie's performance.

Click on "CharlieAI": You’ll find this in the left-hand menu after you click on Phones.
Choose a Time Frame: Click the dates on the top right to type or select your reporting period.
Check the Activity Bar Graph: Under the "Activities" section, you'll see a graph showing total calls and call types (new vs. existing patients, scheduling vs. rescheduling). Hover over a bar to view the exact call counts.
Review Call Results: See exact figures for scheduled appointments, handled vs. missed calls, busiest times, and average call length.
Understand Call Reasons: At the bottom, see a breakdown of why patients called, sorted by reason.

✅ Part 2: How to Use the Charlie AI Call Log 🗂

The Call Log provides the detailed history for every interaction.

Open the Call Log: On the left-hand menu of ALOHA click Phones then Call Log.
Choose a Time Frame: Click the dates on the top right to type or select your reporting period.
Use Filters to Narrow Your View: Use the filters at the top to customize your log.
Click any Call Row for Details: This allows you to listen to the conversation between the patient and Charlie. You can also see a summary or transcript of the call's purpose and outcome

💡 Common Scenarios & Solutions

What You Might Notice	Why It's Happening	What to Do
I can't find a specific day’s calls in the Call Log.	The date range may not be set correctly.	Click the dates and select the right timeframe.
I want to hear what the patient said.	The audio recording is stored within the call details.	Click the on the call's row in the Call Log to access the voicemail, replay the recording, or read the summary/transcript.
My Dashboard graph shows no data.	You need to confirm the selected time frame.	Try adjusting the calendar range to ensure data exists for that period.
Too many calls are showing in the Call Log.	You can narrow the view to specific interactions.	Adjust filters at the top to refine your dashboard view, sorting by type, status, or patient category.

🎉 You’ll Know It Worked When:

You can see colorful bar graphs and line trends for calls in the Dashboard.
You can see sections breaking down call results, average call duration, and busiest times.
You’re able to click into calls and see the call summaries, voicemails, and transcripts.

💬 Need Help? We’re Here!

Questions about what you're seeing—or not seeing? Our support team is always happy to walk you through your Charlie dashboard or call log.

Contact us at 800-563-0469 or support@getaloha.com. You can also chat with our support team by using the chat bubble in your ALOHA account.