MANAGE

Results

Review customer activity and the work your team is handling.

Choose what you want to measure

Open Results as an Owner or Manager with the required assistant access. Choose the assistant scope and reporting period before interpreting the numbers.

Select the assistant you want to review, or the available combined view.
Choose a recent period or a custom date range.
Check the dates and timezone shown for the report.
Review the activity and team information for that same scope.

A number has meaning only with its label and period. Conversations, received enquiries and confirmed bookings describe different actions. A visitor asking about an appointment is not itself a confirmed booking.

Use the report to choose a next step

Look for practical improvements: questions that need clearer business information, enquiries waiting for follow-up, or booking requests that need attention. Open the relevant Inbox, Enquiries or Bookings record to review the underlying activity.

Compare equivalent periods and the same assistant scope. If the report is empty, check the filters, your access and whether customers have used the assistant during that period. Some activity views need processing time before newly recorded events appear.

Use the report's export option when available to keep a copy of the selected period. Read the exported field labels rather than treating every recorded interaction as a sale.