Reports & Analytics Guide

Analyze your assistant's performance and discover insights

The Reports & Analytics feature in Msg2ai allows you to generate comprehensive performance reports for your AI assistants. Whether you're tracking engagement metrics, analyzing conversation trends, or measuring ROI, this powerful tool provides the insights you need to optimize your assistant's effectiveness and make data-driven decisions.

This guide will walk you through how to configure, generate, and interpret reports to get the most value from your AI assistant data.

Understanding Reports & Analytics

With the Reports & Analytics module, you can:

Generate custom reports for specific assistants or all assistants
Analyze performance over customizable date ranges
Track key metrics including conversations, messages, and user engagement
Identify trends and patterns in assistant performance
Export data for further analysis or stakeholder presentations
Make informed decisions about assistant optimization

Report Configuration

The Reports & Analytics page features a simple, three-step configuration process that lets you customize exactly what data you want to analyze.

Step 1: Enter Report Name

Start by giving your report a descriptive name:

Use clear, meaningful names like "Hotel Weekly Performance" or "Event Assistant - Q4 2024"
Include the time period or assistant name for easy reference
This helps you organize and find reports later

Best Practice: Create a consistent naming convention for your reports, such as "[Assistant Name] - [Time Period] - [Purpose]"

Step 2: Select Assistant

Choose which assistant you want to analyze:

Assistant Selection Options

Specific Assistant - Select an individual assistant to analyze its unique performance metrics
All Assistants - View aggregate data across all your assistants for a comprehensive overview

The dropdown menu displays all available assistants in your account. Choose based on your reporting needs - whether you're conducting a focused analysis of one assistant or comparing overall performance across your organization.

Step 3: Pick a Date Range

Define the time period for your report analysis:

Click the date range picker to open the calendar interface
Select your start date and end date
The system will include all data within that range

💡 Tip: Common date range choices include:

Last 7 days - For weekly performance reviews
Last 30 days - For monthly reporting cycles
Event duration - For specific event analysis
Quarter or Year - For comprehensive performance reviews

Generating Your Report

Once you've configured your report parameters:

Review your settings to ensure they're correct
Click the Generate Report button
The system will process your request and compile the data
Your report will be generated and displayed on screen

Depending on the date range and amount of data, report generation typically takes just a few seconds.

What's Included in Your Report

Generated reports provide comprehensive insights across multiple dimensions:

Conversation Metrics

Total conversations, unique users, active conversations, and conversation distribution over time.

Message Statistics

Total messages sent and received, message volume trends, and messages per conversation averages.

Performance Indicators

Average response times, successful answer rates, and instances where no answer was found.

Sentiment Analysis

Breakdown of positive, negative, and neutral sentiment across all conversations during the reporting period.

Engagement Patterns

Peak usage times, daily activity patterns, and user engagement trends throughout the selected date range.

Getting Started with Your First Report

If you haven't generated any reports yet, you'll see a helpful prompt that says "Generate Your First Report" with instructions: "Enter a report name, select an assistant and date range to generate analytics and insights."

Here's a recommended approach for your first report:

Start with Recent Data: Choose "Last 7 days" or "Last 30 days" to see recent activity
Focus on One Assistant: Select your most active assistant to see meaningful data
Use a Simple Name: Try something like "First Performance Report" or "Test Report"
Generate and Review: Click Generate Report and explore what insights are available

Best Practices for Reports & Analytics

Regular Reporting Cadence: Generate weekly or monthly reports consistently to track trends over time
Compare Time Periods: Run reports for consecutive periods (e.g., Month 1 vs Month 2) to identify improvements or issues
Analyze by Assistant: Generate separate reports for each assistant to understand individual performance
Post-Event Analysis: Create reports immediately after events to capture performance while context is fresh
Baseline Metrics: Establish baseline reports early to measure future improvements
Share with Stakeholders: Use reports to demonstrate ROI and value to leadership or clients
Act on Insights: Use report findings to optimize assistant configuration, training data, or messaging strategies
Track Sentiment Trends: Monitor how sentiment changes over time to gauge user satisfaction

Using Reports to Optimize Performance

Reports aren't just for tracking - they're powerful tools for optimization:

📊 Strategy: If your report shows high "No Answer Found" rates, review those conversations in Messaging Logs and update your assistant's knowledge base to address gaps.

📊 Strategy: Compare response times across different assistants to identify which configurations perform best, then apply those learnings to others.

📊 Strategy: Track sentiment trends before and after making changes to measure the impact of your optimizations.

📊 Strategy: Use engagement patterns to determine optimal times for sending broadcast messages or scheduling important communications.

Troubleshooting Common Issues

No Data Available

Issue: Report shows no data or very limited results.

Solution: Ensure the selected date range includes periods when the assistant was active. Check that the correct assistant is selected and that messages were actually sent/received during that time.

Report Won't Generate

Issue: Clicking Generate Report doesn't produce results.

Solution: Verify all three fields are filled out (report name, assistant selection, and date range). Check your internet connection. If the issue persists, try a shorter date range.

Unexpected Metrics

Issue: Numbers seem higher or lower than expected.

Solution: Double-check your date range and assistant selection. Remember that "All Assistants" will show aggregate numbers across all assistants. Compare with Messaging Logs for verification.

Summary

The Reports & Analytics feature is your window into understanding how your AI assistants are performing and where opportunities for improvement exist. By regularly generating reports, analyzing trends, and acting on insights, you can continuously optimize your assistant's effectiveness, improve user satisfaction, and demonstrate clear value. Whether you're tracking performance for a single event or monitoring long-term engagement trends, Reports & Analytics provides the data-driven insights you need to succeed.