In this article, you will learn how to review your Genius Answering reporting so you can see exactly how much Jessica is doing for your business.
Genius Answering is an AI-powered answering service capable of picking up incoming calls, speaking with your customers about the services they need, and even adding jobs to your schedule. Genius Answering is a powerful AI tool built right into Workiz, eliminating the need for manual training.
After activating Genius Answering, "Jessica" — your business's AI answering assistant — will automatically know a lot about your business based on your Workiz account. You can further configure Jessica to only offer certain services, ask specific questions, and even limit the sort of actions she can take during calls, including:
- Creating a new job
- Taking a message
- Rescheduling an existing job (verified clients only)
- Canceling an existing job (verified clients only)
- Adding a note to an existing job (verified clients only)
To learn more about getting started with Genius Answering, please see this article.
Monitoring Genius Answering performance
Once you’ve enabled Genius Answering and started handling calls with Jessica, you can head over to the Genius AI page to monitor its impact.
Here, you can view the following key metrics:
| Metric | Description |
|---|---|
| Recent win | The most recent job your AI agent booked and has been marked as done. Jobs only appear here once they’re completed. |
| Conversations | The number of conversations your AI agent has handled. Conversations are counted differently for calls and texts. To learn more about how they are calculated, please see this article. |
| Actions taken | The number of actions that your AI agent has taken. Actions include booking a job, taking a message, rescheduling an existing appointment, adding notes to existing an existing appointment, or transferring a call. |
| Booked appointments | The number of jobs and leads your AI agent has booked for your business. |
| Conversion rate | The percentage of AI-handled conversations that resulted in an action — such as booking a job, leaving a message, rescheduling an appointment, adding notes to an existing appointment, or transferring a call. |
| Revenue | The amount of revenue your business has generated from booked jobs. This metric will only include revenue associated to line items that were added to jobs, not leads. |
The call log gives you a breakdown of each interaction:
- Contact: The caller's full name, shown automatically when they exist as a lead or customer in your account
- Time: When the call happened and how long it lasted, in the same format used on the main Calls page
- Main Activity: A status badge showing the outcome of the call at a glance, so you don't need to open the record to see what happened
- Job ID (for booked jobs), ad source, total price, and action taken
Use the filters above the call log to narrow results by activity or conversation type.
Adjust the time selector to view data for a specific window and even open up the relevant job to listen to the call recording from the history timeline.
Tracking your Genius Answering usage
You can view your Genius Answering usage on both the Genius AI page and your Billing page. Each shows the number of conversations used in your current billing cycle, along with how many you still have left.
To view your plan usage from the Genius AI page:
- From the sidebar menu, select Answering
- Next to Genius AI, expand the dropdown menu to display your plan usage
To view your plan usage from the Billing page:
- From the top navigation bar, select your profile icon > Billing
- Select Phone plan and scroll down to Monthly usage