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query_statsProducts - AI & Analytics

Give leaders a reporting layer that reflects how the business actually runs.

Analytics is sixteen reports on the same operating data - calls, agents, companies, tags and the AI receptionist, conversion rates, revenue and payments, leads, appointments, invoices, payment schedules, team productivity, messaging, service areas, lead sources, and rooms - each with a date range and filters, plus a per-contact timeline and a home dashboard you arrange yourself.

check_circleAnalyze calls by date, direction, and agent, and money by status and methodcheck_circleFollow the funnel from calls to leads to appointments to estimates to invoices to paymentscheck_circleTurn operational data into a management routine instead of a manual export exercise
16 across calls, money, leads, workReports
One date range across every reportFilters
Every planAvailability
THE PROBLEM

The data exists. The answers never seem to.

Useful analytics should not stop at raw totals. They should help teams answer operational questions quickly and trace outcomes back to the people, workflows, and time periods that matter.

help

Totals that answer nothing

A big number with no breakdown is a conversation ender. 318 calls last week - answered by whom? Missed when? Better or worse than the week before? The total cannot say.

trending_downA number with no next action attached
download

Reporting by export

Someone downloads the CSV, rebuilds the pivot table, and emails a snapshot that is stale before it is opened. Every question restarts the whole ritual from zero.

trending_downStale by the time anyone reads it
record_voice_over

Coaching on anecdotes

Without per-agent numbers, performance talk runs on impressions - who sounds busy, who complains least. Strong performers go unseen and real gaps go unaddressed.

trending_downHard conversations with no evidence behind them
FILTER-DRIVEN

Cut the data the way you ask questions

Date range, direction, agent - the filters mirror how operational questions are actually phrased. "How did inbound calls go last month?" is three clicks, not a data request that sits in someone's queue until Thursday.

  • checkDate, direction, and agent filters on every view
  • checkAnswers in seconds, not in next week's meeting
  • checkDrill from a total down to the calls behind it
CALLS BY AGENT

Every agent's phone day, side by side

The calls-by-agent view puts volume, answer rate, and timing on one screen - the same yardstick for everyone. Coaching conversations start from evidence, and the quiet strong performers finally get seen.

  • checkVolume and answer rate per person
  • checkSpot coaching moments before they become habits
  • checkFair comparisons over any date range
INCLUDED

A reporting layer that works out of the box

Filters, search and export

Every report opens with a date range and the filters that fit it, and the range stays the same as you move from report to report. The call reports add filters by tracking number, source, campaign, keyword, landing page, referrer, device, duration, who answered, company and tag. Every report table can be searched, sorted, given the columns you want and downloaded as a CSV of every row your filters match (owners and admins).

Agent-level insight

Read individual contribution and coaching opportunities from a dedicated calls-by-agent report and the team productivity report.

Money and pipeline

Revenue and payments, invoices and estimates, payment schedules, and the conversion funnel from first call to collected payment.

Contact Timeline

One contact's calls, messages, appointments, and payments across every channel, in order, on one screen.

ALSO IN ANALYTICS

The sixteen reports, the Contact Timeline, and the Home Dashboard

Every report reads your operating data over the date range you pick - no spreadsheets to build, and the key numbers count every record of the range.

Calls by tag

Every Call Center tag and how many calls carry it, received and placed, missed and answered by AI, with the calls nobody tagged yet.

verifiedEvery plan

Call log, calls by agent, and calls by company

Every call in the organization with direction, type, and agent filters, recording playback, the columns you choose (down to the website visit behind a Number Pool call) and a CSV export; a per-agent view of volume and average duration; and one row per company with calls received, placed, and missed.

verifiedEvery plan

AI receptionist report

How many calls the AI receptionist answered and their share of all inbound calls, the leads it captured, the appointments it booked, the calls it handed to your team, and who answered every inbound call.

verifiedEvery plan

Conversion rates

Calls to leads, leads to appointments, appointments to estimates, estimates to invoices, invoices to payments - as a funnel, stage rates, and a volume-per-day trend.

verifiedEvery plan

Revenue and payments

Total collected, payment count, average payment, refunds and disputes, collected per day and per week, and the card brand mix, filtered by status and method.

verifiedEvery plan

Leads and lead sources

New leads, conversion, won, and time to convert with a by-source breakdown, plus a lead sources report that puts cost next to results when Lead Source Cost is on.

verifiedEvery plan

Appointments, invoices, and payment schedules

Work booked and completed, invoices and estimates issued and paid, and how every payment schedule is collecting.

verifiedEvery plan

Team productivity, messaging, service areas, rooms

What each person completed, sold, called, and messaged; every text conversation with its contact, number and message count; one table per service area with appointments, cancel rate, sales and average ticket; and every video meeting with its host, who joined, how long it ran and whether it was recorded.

verifiedEvery plan

Contact Timeline

Open any contact from the call log and read their calls, messages, appointments, and payments across every channel in one ordered timeline.

verifiedEvery plan

Home Dashboard

The Home screen is a dashboard of more than 50 widgets you pick from a catalog, drag into place, and size, over the date range you choose - one for every Genaya product: Ask Genaya and what the assistant did today, payments collected and payouts arriving, overdue invoices, leads needing a first reply, who is clocked in, automations that ran, documents awaiting signature, low stock, open property tickets, and a Business snapshot. Widgets refresh live when Genaya AI changes a record.

verifiedEvery plan
HOW IT WORKS

From question to evidence in minutes

Step 1

Set the range

Choose the time window, filters, and segments that match the operational question.

Step 2

Identify the signal

Compare agent performance, direction mix, conversion stages, revenue by week, and lead sources.

Step 3

Drive improvement

Use the findings to improve routing, staffing, response quality, pricing, and accountability.

WHO IT IS FOR

Made for the people accountable for the numbers

Managers

Coach teams with better evidence instead of relying on isolated anecdotes.

Operations leaders

Connect communication performance to broader business execution.

Executives

Use analytics to read throughput, responsiveness, and consistency with less manual reporting effort.

check_circleMake performance conversations more concretecheck_circleShorten reporting turnaroundcheck_circleCreate a stronger operational feedback loop
Live data

Dashboards built on your real operating data.

The numbers move when the work moves - no exports, no stale spreadsheets.

CONNECTED

Better because the data never leaves

Analytics reads the same records the rest of Genaya writes - every call, payment, and appointment is already in the dataset the moment it happens.

Call Center

Every call, answer, and wait time lands in the log the moment it happens - the raw feed Analytics runs on.

checkIncluded in Genaya

Genaya AI

Ask the follow-up question a chart raises in plain language and get an answer from the same live data.

checkIncluded in Genaya

Appointments

Booked, completed, and canceled work by type, status, and team member feeds the appointments, service areas, and team productivity reports.

checkIncluded in Genaya

GenayaPay

Put call and team performance next to the revenue those conversations actually produced.

checkIncluded in Genaya
FAQ

Questions teams ask before ditching spreadsheets

Sixteen reports in six sections: Calls (call log, calls by agent, calls by company, calls by tag, AI receptionist), Messages (messaging), Video (rooms), Sales (conversion rates, leads and pipeline, lead sources), Money (revenue and payments, invoices and estimates, payment schedules) and Work (appointments, team productivity, service areas) - each with a date range and its own filters - plus the Contact Timeline for any single contact.

Every plan, including the free trial. Reports read the same records the rest of Genaya writes, so a report only fills once the product it measures is in use.

No. The views are built in: pick a date range, a direction, and an agent, and read the result. There is no SQL, no export step, and no separate BI tool to learn - a clinic manager and a dispatch lead use the same three clicks.

Live. Metrics update as calls happen inside Genaya - there is no overnight sync or refresh schedule, so the Monday morning view already includes Monday morning.

Yes. The calls-by-agent view puts volume, answer rate, and timing side by side over any date range you choose - the same yardstick for everyone, whether they answer patient calls or dispatch crews.

Analytics

Ready to see how the week actually went?

Live views of calls, agents, and performance - built into the platform from day one.