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 reporting page to monitor its impact.
View metrics like answered calls, jobs booked, and total sales generated. The call log provides a breakdown of each interaction, including job status, client details, and revenue tied to Jessica’s actions. Export data for deeper analysis and keep your team informed on how Jessica is driving business growth.
To access your Genius Answering data:
- From the sidebar menu, select Genius AI
- Select the Genius Answering tab
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.