CETRAI

Customer Success Dashboard

Filterable dashboard of client-reported AI voice agent outcomes: missed-call reduction, staff workload, appointment lift, ROI and satisfaction scores.

Short answer

This dashboard aggregates the operational results CETRAI clients report after deploying AI voice agents — missed-call reduction, staff workload reduction, appointment lift, return on investment, calls handled, and customer satisfaction — broken out per client and filterable by industry. Use the industry filters to see how outcomes differ between insurance, technology, real estate, field services, retail, and financial deployments rather than reading a single blended average.

What each metric means

Definitions matter more than headline percentages. This is what each column measures and what tends to move it.

  • Missed calls ↓ — The reduction in inbound calls that go unanswered or land in voicemail once the AI agent answers every line, at any hour. Biggest movers are businesses with after-hours and overflow demand — field services and insurance in the table below sit at the top of this metric because their calls arrive when phones are unstaffed.
  • Staff workload ↓ — The share of repetitive tier-1 conversations the agent resolves end to end, so staff time shifts to work that needs a person. Driven by how much of the call mix is routine and lookup-based. Deployments where the agent reads from a system of record — CRM, PMS, EHR, OMS — deflect more than script-only setups.
  • Appointments ↑ — The increase in booked appointments, showings, or service visits after the agent starts booking directly on staff calendars instead of taking messages. Calendar write-back is the deciding factor. Where the agent can confirm a slot on the call, fewer leads go cold waiting for a callback.
  • ROI — Return on the platform cost, expressed as a multiple, based on the cost avoided and revenue recovered that each client attributes to the deployment. Call volume and the cost of the labor being displaced. For a worked walkthrough of the inputs, read our guide to the ROI of AI voice agents, and use the per-industry calculators on the industry pages.
  • Calls handled — Total conversations the agent completed for that client — the denominator behind every other figure in its row. Read this column first. A high percentage on a small number of calls is a weaker signal than a smaller percentage across tens of thousands.
  • Satisfaction — Post-interaction customer satisfaction for conversations the AI agent handled, as reported by the client. Correlates with how cleanly the agent hands off. Deployments with a fast, context-preserving route to a human score higher than ones that try to resolve everything.

How to read this dashboard

These are operational outcomes clients report for their own configuration, not a guaranteed result.

  • Filter by industry before comparing anything — a retail café and a multi-crew field-services operation are not comparable on missed calls.
  • Check the calls-handled column to weight each row; percentages on low volume move easily.
  • Compare within a metric, not across metrics — workload reduction and appointment lift are measured differently.
  • Treat these as client-reported operational outcomes for their own configuration, not a guaranteed result for yours.
  • Model your own numbers with the ROI calculator on the industry page closest to your business.

Frequently Asked Questions

How to interpret and apply the numbers on this page.

  • What do the metrics on this dashboard actually measure? Each row is one CETRAI client. Missed calls ↓ is the reduction in unanswered or voicemail-bound inbound calls; Workload ↓ is the share of repetitive tier-1 conversations the agent resolves without staff; Appointments ↑ is the increase in booked appointments once the agent writes to staff calendars; ROI is the return multiple on platform cost; Calls handled is the total conversations completed; Satisfaction is post-interaction customer satisfaction for AI-handled conversations.
  • Can I filter results to my own industry? Yes. The filter row above the metric cards narrows every card, chart, and table row to a single industry — insurance, technology, real estate, field services, healthcare, retail, or financial — so you compare against businesses with a similar call mix instead of a blended site-wide average.
  • Are these results typical, or should I expect the same numbers? They're what these specific clients reported for their own configuration, call volume, and staffing. Results vary with how much of your call mix is routine, whether the agent can read from your system of record, and whether it can book on real calendars. Use the ROI calculator on the industry page closest to your business to model your own inputs rather than applying an average from this table.
  • Why does one client show a lower percentage than another in the same industry? Volume and scope. Read the calls-handled column alongside each percentage: a smaller improvement across tens of thousands of calls is a stronger signal than a large percentage on a few thousand. Scope matters too — deployments where the agent only answers after hours move fewer metrics than ones covering the full day and writing back to a CRM.
  • Which metric should I optimize for first? Whichever failure is costing you now. If calls go unanswered outside business hours, missed-call reduction is the first thing to move. If your team is buried in lookups, target workload reduction. If leads go cold waiting for a callback, prioritize appointment lift by giving the agent calendar write-back on day one.
  • How do I see the same kind of results for my industry? Start from the industry page closest to your business — each one lists the concrete use cases, integrations, and human-handoff rules for that vertical and includes an ROI calculator you can adjust to your own call volume and cost per call.

Go deeper on results and cost

The research and industry pages behind these metrics.