Analytics, Exports and Summaries

Analyze conversations, leads, appointments, sources and AI usage.

Analytics

Use analytics, exports and conversation summaries

Turn FADA activity into an operational view of conversations, leads, appointments, sources and usage.

Customer guide
Plan dependent
15 minutes
Updated July 2026

Before you start

  • Choose a complete date range and comparison period.
  • Confirm which agents and channels belong in the analysis.
  • Know the business outcome you want to evaluate.

Step by step

1

Set the scope

Select the relevant date range, agent and available source filters. Avoid comparing a partial period with a complete one.

2

Read the funnel

Compare conversations, messages, captured leads and appointments to identify where visitors stop progressing.

3

Review source and location data

Use available source, channel and country breakdowns to separate traffic quality from agent behaviour.

4

Use summaries carefully

Treat AI conversation summaries as navigation aids and verify important details in the transcript.

5

Export only when needed

Export approved data for reporting or analysis and store it in a controlled destination.

Verify the result

  • Filters match the intended business question.
  • Lead and appointment totals reconcile with operational records.
  • The exported period and timezone are documented.

Common issues

  • Numbers look lower than expected: Check filters, timezone, channel coverage and deleted or legacy data.
  • Usage rises suddenly: Review model, prompt length, retrieved context and tool activity.
  • Summary misses a detail: Use the original transcript as the source of truth.
Important: Analytics describe what happened; use transcript sampling and business context before deciding why it happened.

Next: Connect workflows

Continue with the next recommended FADA guide.

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