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Review ai indicators

The Owner reviews how much of the conversation load the AI Assistant carries and how well — AI-only resolved, AI-assisted, AI-transferred, handover reasons, fallback count and AI message volume.

When this happens: Owner opens the AI Indicators section.

Step by step

  1. 1

    Open the AI Indicators section for Last 30 days.

    EasyCRM shows AI-only resolved count, AI-assisted count, AI-transferred count, a handover-reason breakdown, fallback-message count and total AI message count.

  2. 2

    Click the handover-reason breakdown to see which reason accounts for the most transfers.

Other paths

Ai disabled for part of the period

The AI Assistant was Disabled company-wide for part or all of the selected period (FR-28). Indicators show zero for that portion, not an error.

Good to know

  • AI indicators are reported separately from operator performance and never merged into it. (FR-08-013, FR-08-014, BRD §3.8)
  • Figures are scoped to the viewer's visibility scope.