1. Open the Analytics tab for the company overview
As a company admin, go to the Analytics tab.
This opens the main overview dashboard.
From here, you can quickly review key company-wide metrics, including:
Adoption of Recavi across the team
Total sales
Total chats
Active users
Total messages
Satisfaction rate
These metrics can be viewed across 7, 14, 30, and 90 day time periods.
2. Review team activity and usage patterns
In the overview, check the activity list and leaderboard.
Use these to see:
Which team members are using the platform the most
What they are using it for
Also review the list of inactive users.
This helps identify users who have not been active for 7+ days.
3. Drill into the Activity tab for usage details
Click the Activity tab for a deeper breakdown.
Here you can view:
Total chats
Total messages
Average chats per day
Average messages per day
These metrics are available across the same 7, 14, 30, and 90 day ranges.
You can also drill down by individual user to inspect specific usage.
4. Use the Feedback tab to measure satisfaction
Click the Feedback tab to see how the team feels about the AI experience.
This section shows:
Overall team satisfaction
Total thumbs up and thumbs down
Feedback trends over time
Feedback broken down by AI agent
Use this to understand sentiment and identify areas for improvement.
5. Check the Agents tab for AI agent performance
Click the Agents tab to review AI agent usage.
You can see:
Total agent chats
Number of active agents
The top-performing agent for your company
Like the other tabs, you can drill down by individual and date range for more detail.