Pilot reporting
Operational metrics
Measure calls handled, routine resolution, escalation rate, bilingual support, missed-call recovery, portal help, and estimated preparer/admin time saved.
Estimated time saved formula
Vapi rows use outcome.estimated_minutes_saved. Demo/manual rows fall back to resolved_without_staff x estimated_minutes_per_call. Loading call rows...
Total calls handled
0
Escalation rate
0%
Routine resolution rate
0%
Estimated time saved
0m
Bilingual calls
0
Average time per call
6m
Mock operator estimate
Missed-call recovery
9
Sample weekly count
New client inquiries captured
0
Appointment requests handled
0
Portal-help calls handled
0
Tax-advice questions escalated
0
Sensitive-data attempts blocked
0
Calls by firm
Maple Tax & Accounting0
M&W Bridge Services LLC0
Evergrow Financials0
J&G Accounting & Tax Services0
St. Louis Tax Prep Demo Firm0
Metro CPA Demo Firm0