OktoAssist Reports
Video transcript
OktoRocket Knowledge Base

[0:00] OktoAssist reporting gives you a clear view of what your AI voice assistant is doing for your shop and how those calls are turning into customer activity. To get started, navigate to reports, and open the OktoAssist report.
[0:14] From here, you can select your location and date range to review performance over a specific period of time.
[0:20] At the top of the report, you'll see a quick overview of your OktoAssist activity, including the number of calls handled and how many appointments were successfully booked.
[0:31] This gives you an easy way to compare overall call volume with the number of customers who completed an appointment through OktoAssist.
[0:39] You'll also see your estimated revenue.
[0:41] This provides an estimate of the revenue generated from appointments booked through OktoAssist, using the nationwide median average repair order.
[0:49] This is an estimated value, not the actual repair order total, but it gives you a helpful reference point for the potential revenue being generated.
[0:58] The report also breaks down the different actions OktoAssist completed during those calls.
[1:04] This can include appointments booked, transfers to an advisor, transfers to voicemail, and SMS messages sent.
[1:10] These metrics help you understand what customers are asking OktoAssist to do and how those calls are being handled.
[1:19] As you move further into the report, you can compare total OktoAssist calls against the number of appointments booked.
[1:26] This gives you another way to monitor how often callers are successfully moving through the scheduling process.
[1:32] You can also review individual call outcome.
[1:36] This allows you to look beyond the overall totals and see what happened during specific OktoAssist call.
[1:41] Depending on the conversation, you may see that the customer booked an appointment, was transferred, received a text message, reached voicemail, or had another outcome during the interaction.
[1:54] Reviewing these individual outcomes can be especially helpful when you want more context around why a customer did or did not complete an appointment.
[2:03] We recommend checking the OktoAssist report regularly to review calls, bookings, estimated revenue, transfers, SMS activity, and individual outcomes.
[2:14] This gives you a better understanding of how OktoAssist is being used and where you may want to make adjustments to your setup or call flow.
[2:22] The OktoAssist report gives you a simple way to measure activity, monitor performance, and understand the value OktoAssist is bringing to your shop.