Reports
Scheduled summaries of your recorded customer calls, generated by Prime AI
Scheduled reports
6 active schedulesMonthly executive summary
Headline findings, KPIs, top topics and recommended actions for leadership.
- Schedule
- 1st of month 7:00
- Scope
- All teams
- Recipients
- 8 people
- Last generated
- Sep 1, 2026
Monthly customer insights
What customers asked about, complained about and how sentiment moved over the month.
- Schedule
- 1st of month 7:00
- Scope
- Organization-wide
- Recipients
- 12 people
- Last generated
- Sep 1, 2026
Product feedback analysis
Product mentions, defects and feature requests grouped by product line, with example quotes.
- Schedule
- 1st of month 8:00
- Scope
- Organization-wide
- Recipients
- 5 people
- Last generated
- Sep 1, 2026
Agent performance review
Per-agent scores, criteria strengths and coaching opportunities for team leads.
- Schedule
- 1st of month 9:00
- Scope
- Per team (5 teams)
- Recipients
- 6 people
- Last generated
- Sep 1, 2026
Compliance report
Flag counts by severity, auditor decisions on AI flags and repeat issues by team.
- Schedule
- 1st of month 6:00
- Scope
- All teams
- Recipients
- 4 people
- Last generated
- Sep 1, 2026
Customer experience report
Sentiment journeys from start to end of call, escalation drivers and resolution rates.
- Schedule
- Quarterly, 1st day 8:00
- Scope
- All teams
- Recipients
- 9 people
- Last generated
- Jul 1, 2026
Generated reports
Reports are kept for 12 months. Only reports within your team access are listed.
| Report | Period | Scope | Generated at | Format | Status | Actions |
|---|---|---|---|---|---|---|
| Monthly executive summary | Aug 1 – Aug 31, 2026 | All teams | 9/1/2026 7:00 AM | Ready | View | |
| Agent performance review | Sep 1 – Sep 26, 2026 | Fraud & Disputes | 9/26/2026 9:12 AM | Generating | DownloadView | |
| Agent performance review | Aug 1 – Aug 31, 2026 | Cards & Payments | 9/1/2026 9:00 AM | CSV | Ready | View |
| Product feedback analysis | Aug 1 – Aug 31, 2026 | Organization-wide | 9/1/2026 8:00 AM | Ready | View | |
| Monthly customer insights | Aug 1 – Aug 31, 2026 | Organization-wide | 9/1/2026 7:00 AM | Ready | View | |
|
Customer experience report Report generation timed out. Retry to generate it again. |
Apr 1 – Jun 30, 2026 | All teams | 7/1/2026 8:04 AM | Failed | ||
| Monthly executive summary | Jul 1 – Jul 31, 2026 | All teams | 8/1/2026 7:00 AM | Ready | View | |
| Compliance report | Jul 1 – Jul 31, 2026 | All teams | 8/1/2026 6:00 AM | CSV | Ready | View |
Showing 1–8 of 42 reports
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