To access your Broccoli dashboard, log in to your account at app.broccoli.com. (If you haven’t created your login, check your primary email inbox as well as your spam/junk folders. You should have received an email invite to create your account)
Navigation
Navigation
On the left you can navigate to the different features and settings available in your Dashboard
Beneath this you have some additional options:
Join Office Hours: We host a weekly meeting that you can join and ask questions directly to our team! Register for Office Hours through the link on your dashboard: https://cal.com/sean-broccoli/broccoli-office-hours
Manage Organization: Manage and invite additional users to Broccoli
Home Insights
Home Insights
Here you have some basic insights for your Broccoli Agent. By default the date range for your insights shown is from the last 7 days, but this can be adjusted in the top right.
AI Agent Overview
AI Agent Overview
Total Calls: The total recorded number of calls your AI Agent has taken
Revenue: An estimate of how much revenue Broccoli has generated (Revenue is calculated by multiplying the number of jobs booked by the average job revenue derived from ServiceTitan data over the previous 12 months.)
Booking Rate: The total percentage of calls that ended in a booking
AI Satisfaction: The percentage of customers who had a positive experience interacting with the AI and did not request to be transferred to a live representative. (Satisfaction is calculated by taking number of calls where customers engaged with the AI without requesting a representative ÷ Total calls) × 100%)
Brocc Insights
Brocc Insights
AI-powered weekly insights designed to help you boost your booking rate and AI satisfaction.
What We Analyze
Call engagement: Patterns in how customers interact with the AI.
Booking trends: Key factors that lead to higher booking rates.
Customer feedback: Indicators of satisfaction or areas for improvement.
AI performance: Response accuracy, resolution speed, and handoff efficiency.
Call outcomes: Metrics like conversion rates and job completion rates.
Booked/Excused Insights
Booked/Excused Insights
Top Unbooked Reasons: Qualified leads that were unbooked due to one of the following reasons:
Dispatch fee issue: (Ex: Customer did not book due to a dispatch fee)
Timing Issue: (Ex: Customer did not book due to a scheduling conflict or lack of availability)
Estimate On Call: (Ex: Customer asked for an estimate)
Agent Requested: (Ex: Customer requests to speak with an agent)
Top Excused Reasons: Leads that were unqualified/excused due to one of the following reasons:
Follow Up: (Ex: Customer calls back about a previous completed job)
Spam: (Any call the agent identifies as a spam caller)
Message Left: (Ex: Customer asks to leave a message with someone at the office)
Reschedule: (Ex: Customer asks to reschedule their appointment)
No Conversation: (No one engages with the agent on the call. Ex: The caller is silent)
Callback: (Ex: Customer request a callback from the office)
Agent Scorecard
Agent Scorecard
Day by day stats (booked, unbooked, excused, and transferred) for your AI agent. Increase the date range to see farther back in time!