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    Reporting and Analytics

    Key Business Use Cases: Reporting and Analytics

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    Continuous optimization of AI agents

    With 47 predefined conversational metrics and custom dashboards, enterprises can constantly refine how digital workers interact with users. Teams can track paths, missed intents, response times, and completion rates to identify friction points.

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    Real-time automated adaptations driven by data

    GSX allows businesses to go beyond passive reporting by tying data insights directly into automated responses and workflows. Use cases include auto-escalating high-value customer conversations, dynamically adjusting personalization strategies in marketing campaigns, or reallocating digital worker resources during peak demand.

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    Enterprise-wide governance and compliance dashboards

    Through no-code custom reporting and tight integration with BI tools (e.g., Tableau, Power BI, Snowflake), enterprises can align conversational analytics with compliance and governance strategies. Use cases include monitoring AI-driven financial services for compliance and fraud detection, tracking healthcare triage performance with HIPAA-compliant views, or overseeing government service delivery transparency.

    Standard Reports

    47 out-of-the-box predefined metrics for conversational evaluation including charts and datasets for paths, session stats, graphs, dendrograms, logging, etc.

    Full Customization of Reports
    Customers can customize reporting views, dashboards and widgets that tie into their conversational experiences and any automated solutions. They can create triggers for automated tasks and real time analysis and even automated adaptations driven by data. We equip customers for making real time adaptations to the experiences their solutions offer, based on analysis of data, and triggered events in custom reports. OneReach.ai has the ability to store and report on usage and performance metrics.

    Robust Analytical Tools
    The reports are built using the Flow builder (no-code designer) to ensure anyone can build them, not just data engineers. OneReach.ai can store data for you or stream data to a third party BI tool / database in real time / latent methods. You can download analytics anytime manually as well.

    Reporting events embedded in each step of our builder interface
    Flow Builders can use the Reporting Events feature embedded in each Step to decide what information should be logged. You can also write directly to the logs (Cloudwatch) which can also be accessed from your other systems for further integration and analysis. Furthermore, you can design data Flows that feed reporting Cards and Views that can visualize high-level stats such as trends, missed intents, channel utilization, response times, completion rates, etc. Analytics examples have been provided in a separate file and live demos are available upon request.

    Custom Reports

    Quickly and easily customize existing report templates or create them from scratch. If you can drag-and-drop, you can build a custom report.

    Proprietary Analytics Solution (Cards, Views and Dashboards provide customizable, live and historic data reporting)
    Our platform allows you to create complex, ultra-specific analytics dashboards to test content, AI agent personality, or even entire processes that are tuned based on previous conversation history, user attributes, cohort analysis, and real-time user interactions. While we offer dozens of premade analytics solutions (tables, charts, graphs, etc.) that can be used with any solution, most enterprises come to us with specific, custom reporting dashboards in mind, and we have focused on making this possible.

    Library Cards – Predefined Metrics
    We have a full library of 47 out-of-the-box predefined metrics or conversational evaluation. Customers are able to edit the templates we have, or create advanced custom metrics and add these metrics to their library independently to grow their analytics capabilities over time.

    Library Views – Gather Metrics in one place to view and share
    Cards are organized into what we call Views. Often our customers will create custom views for different roles in their organization. The views can be shared with users in your account, or via a sharable link.

    Dashboards – Collections of views
    Customers custom create dashboards using Library Cards and Views, which can be combined to create views in minutes.

    Conversational Data

    Tired of charts and graphs? Have a conversation with your data using your preferred interface (e.g. ask in Slack how the sales pipeline looks this quarter).

    Enrich Chat Logs with custom Metadata
    Transcript logs can be made more helpful and easy to read with the use of custom metadata. This can be configured and then placed into Views and Dashboards. Any step in any flow allows the builder to add custom tags. These tags are collected in real time and sent to a real time logging database so that they can be used not only for the collection of data for the purpose of analytics but also to emit events and trigger other actions.

    Traffic and Paths Reports
    In addition to overlaying custom metadata on top of transcripts, we also have strong capabilities in visualizing the entire chat flow on the flow builder itself (along with the most common traffic patterns broken down by percentage). This enables our builders to quickly troubleshoot any issues and gain insight into common paths taken by users, which are often labeled by desired results. We can analyze the relationships between orchestrated flows and AI agents using graph capabilities and overlay the chat journeys on top of this analysis.

    Access controls

    Expose the right information to the right person at the right time. Create dashboards for user cohorts based on their interests and privileges.

    Least access rights
    For privacy compliance we make sure that only certain people have access to certain environments based on their role. Roles-based privilege can be determined differently on a per-customer basis.

    Hyper-customized access control
    Solution access can be configured in multiple ways based on the solution that is designed, configured and implemented on the OneReach.ai platform. We have supported everything from ID/Password, multiple SSO implementations, PIN/Passcodes, biometrics, etc.

    GUI Admin Controls
    OneReach.ai has a built in advanced admin controls GUI for all aspects of the platform. User roles and configurations are all easily managed and governed from simple GUIs within the “Action Desk” module of the OneReach.ai platform. As an additional access control, each flow offers unique password protection in addition to standard role assignment.

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