AI Reporting and Dashboard 

Expected Outcomes:

• On Reviewing this article you will be familiar with the available statistics and reports for the AI Companions and Therapist Assistants (TAs)

Purpose/Short Description:

• This article will guide you through the process of locating and viewing the available reports.

Tags:

• CTA, Counseling, Medical, AI, Statistics, Reports, Conversations, Workflows, Prompts

Audience:

• Counseling Team, Admins, Supervisors

Body Content: Step-by-Step Instructions

1. 1. Step 1: Log into the Client Team Application (CTA) with your Google account or Magic Link
      
      
   2. Step 2: On the Left side of the Screen Click on the "Chip" Icon:
      
   3. You will see the available reports listed horizontally:
      
   4. DASHBOAR TAB
      
      Following are high level descriptions of the Available AI Dashboard and Reports:
      
      

      Overview:
      
      Message Volume Over Time -User message count per day
      

      Repeat Conversations Over Time -User repeat conversation count per day
      
      AI Companion Usage Distribution - Message count by AI Companion

      Clinic Recommendations:
      

      Clinic Recommendation Conversion Rate - Clicked Clinic Card / Presented Clinic
      

      Good Clinic Recommendation Rate - Good Clinic Recommendations / Rated Presented Clinic

      Should not have Suggested Clinic Response Rate - Should not have Suggested / Rated Presented Clinic

      Missed Clinic Recommendation Rate - Missed Suggestion / Reviewed Conversations

   5. CONVERSATIONS
      
      Grid with columns:
      AI Companion,  Created At, Last Activity, # Conversations, Messages, 
      Presented Therapist Card, Clicked Therapist Card, Last Reviewed
      
   6. COMPANIONS
      
      Grid with Columns:
      Companion, Images, AI Voice, Gender, Pronouns, Traits, Status
      
      
   7. SETTINGS
      
      Important! AI Settings are Advanced Settings. Please Contact Support for Assistance with these Settings
      
      AI Settings for:
      Companion Chat
      Reminder Calls
      
      
   8. PROMPTS
      
      Important! Prompt Settings are Advanced. Please Contact Support for Assistance with these Settings
      
      
   9. Time Of Risk Engagement (TORE)
      
      Important! TORE Settings are Advanced. Please Contact Support for Assistance with these Settings
      
      
   10. Workflows 
       
       Important! TORE Settings are Advanced. Please Contact Support for Assistance with these Settings