OktoAssist Report: Calls, Bookings and Estimated Revenue

OktoAssist Report

AI Voice Assistant

How to Access and View OktoAssist Reports

The OktoAssist report shows bookings, transfers, text messages, estimated revenue, and the outcome of every individual call.

OktoAssist
Key Takeaway
Estimated revenue reflects the potential value of OktoAssist's bookings — it is not confirmed collected revenue.
Watch & Learn

OktoAssist Reports Video

This video covers
  • ›Filtering by date, group, site, and outcome
  • ›Reading the performance summary and Calls vs. Bookings chart
  • ›Reviewing individual call outcomes

Access the OktoAssist Report

Navigate to Reports → OktoAssist. The report displays OktoAssist activity for the selected reporting period.

OktoAssist Report Screen

Filter the Report

Date RangeSelects the period included in the report.
GroupFilters results to a specific group.
SiteFilters results to a specific shop or location.
OutcomeFilters the individual call list by outcome, such as Booked.

Review the Performance Summary

The top of the report summarizes OktoAssist activity for the selected period.

1
Bookings
Appointments booked by OktoAssist during the selected period.
2
Transfers to Voicemail
Number of callers sent to voicemail.
3
Transfers to Advisor
Number of callers transferred to a service advisor.
4
SMS Messages Sent
Number of online scheduler links texted to callers.
5
Estimated Revenue Generated
Shows the estimated revenue opportunity associated with appointments OktoAssist booked, calculated as:
OktoAssist bookings × nationwide median ARO
This is not confirmed collected revenue — it represents the potential value of the appointments OktoAssist created.
Weekly Trend
Calls vs. Bookings

This chart compares weekly Voice Assistant activity — total OktoAssist calls against appointments booked — so you can see how much call volume OktoAssist handled and how many appointments it created.

OktoAssist Calls vs Bookings
Call-Level Detail
Review Individual Calls

The Calls table gives a separate record for each OktoAssist interaction: call date and time, caller name or phone number, shop, call length, appointment time, and outcome.

  • ›Filter calls by outcome and sort available columns
  • ›Review booked and unfinished calls
  • ›Click a row to open the call and compare it with the resulting appointment
OktoAssist Calls Table

Questions the Report Can Answer

  • ›How many calls did OktoAssist handle?
  • ›How many appointments did it book?
  • ›How many callers went to voicemail?
  • ›How many callers were transferred to an advisor?
  • ›How many scheduler links were texted?
  • ›Which calls resulted in appointments?
  • ›What estimated appointment value did OktoAssist create?
  • ›How did calls and bookings change week to week?

Key Things to Know

Filters
Filters apply report-wide: Date Range, Group, Site, and Outcome apply across the whole report, including the Calls table.
Call-Level Detail
Click to compare: Click any row in the Calls table to open it and compare with the resulting appointment.
Important
Estimate, not actuals: Estimated revenue is a potential-value estimate, not confirmed collected revenue — always verify actual results in the Scheduler.
OktoRocket
Need Additional Help?
Contact our Support team if you need additional assistance reading OktoAssist reports.