Advanced AI Analytics & Automations

This would allow you to respond 👍 or 👎 to any AI responses within the system, then optionally provide feedback. That way, if you’re not happy with a generated task, a sales scoring result, or a status determination, you can give the AI feedback on why you don’t like the result, and the AI can go fix the prompt so it works better.

Advanced AI Analytics & Automations

Right now when you install the app you’ll get the default dashboards of “Calls”, “Contacts”, “Locations”, and “Users”. This is how it’s always been, but now with custom dashboards we can create much more detailed dashboards by default that give you everything you need without the manual configuration.

Advanced AI Analytics & Automations

The original contact evaluations system was not designed to scale, it was designed to be a proof of concept. For some users, their AI cost can be very high without getting a ton of value from it. The plan here is to implement a more robust, intelligent system that can save you money while also being more performant.

Advanced AI Analytics & Automations

If you have multiple agency accounts, right now there’s no way to unify every account into a single dashboard. This would create a role so that consultants could have access to multiple agencies.

Advanced AI Analytics & Automations

This would allow sub-accounts to install the app individually (instead of just agencies), and make it so agencies can rebill AI usage to their sub-accounts instead of just paying for it themselves.

Advanced AI Analytics & Automations

Allow the AI to update opportunity stages/statuses, appointment statuses, and complete/reschedule tasks based on the conversation context. This would provide more accurate reporting in scenarios where users aren’t updating the CRM.

Advanced AI Analytics & Automations

Build a dashboard designed for sales people to use day-to-day. Here you could see top leads to follow up with, overdue/upcoming tasks, recent sales performance reports, upcoming appointments, and even mark previous appointments as showed/no-show.

Advanced AI Analytics & Automations

Allow you to export your data to a CSV file so you can run your own analysis in Sheets or Excel.

Advanced AI Analytics & Automations

Allow you to ask questions like “Who did I speak with who asked about this service but said their dog was sick so they couldn’t do it”, and have AI search through conversations to find you an answer. Also, the AI should be able to create one-off metrics/charts/tables for you to view.

Advanced AI Analytics & Automations

Allow an AI to build followup cadences on the fly using conversational context. Not a chat bot, but a fully automated nurture sequence that’s tailored to each and every recipient.

Advanced AI Analytics & Automations

This would allow you to define your own custom domain for the dashboard, or customize the colors and favicon to match your branding.

Advanced AI Analytics & Automations

Allow the AI to search through conversations and data across clients or users to find insights that it can send to you on a recurring schedule. That way, instead of you needing to open the dashboard, the dashboard just tells you when something’s wrong. Also, we could send out alerts automatically when a specific KPI is breached by a client or user so all parties can instantly know that something’s wrong.

Advanced AI Analytics & Automations

This would allow AI to extract information from every conversation such as objections, pain points, requested services, etc. Then you could build charts/tables off of these values to find trends or get insights for your next product launch.

Advanced AI Analytics & Automations

Right now, there’s no way to aggregate custom fields. This isn’t an issue for most users, but if you’re buying leads from a vendor, you aren’t able to see your cost per appointment, cost per sale, etc. in the dashboard. Adding custom fields to the metric aggregations would allow you to track this or anything else you might want to track.

Advanced AI Analytics & Automations

Right now this app is using Fivetran to integrate Google and Meta ad spend metrics. It’s very shallow, unreliable, and expensive to me (which means I’d have to start charging extra for this if I kept using it). The plan is to rip out Fivetran and build our own integration for these platforms so we can get more data, more reliably, and with higher accuracy.

Advanced AI Analytics & Automations

The chart builder at the moment is very basic. We can make this more intelligent so you can build any chart that you want.

Advanced AI Analytics & Automations

Currently, the tables are pre-built and rather clunky in my opinion. The plan will be to allow you to create custom tables and columns to pull together different ad campaigns, UTM parameters, or users/locations so you can build tables that help you the most.

Advanced AI Analytics & Automations

For many businesses, most of their sales conversations occur over a video call. At the moment, there is a way to still save these calls to Streamlined, but with a Fathom integration we could automate the integration so it’s seamless.

Advanced AI Analytics & Automations

In the same way you can group similar sub-accounts together, this would allow you to group similar users together. That way, if you just want to see your stats for your “Closer” team, you can filter down to that entire team.

Advanced AI Analytics & Automations

Right now I’m taking all of the onboarding calls myself, because setting up the app can be a bit confusing. This takes me away from working on new features for the app, and means that some users never get to their “Aha” moment.

Advanced AI Analytics & Automations

We realized recently that we couldn’t rely on outbound webhooks from the CRM for our data integrity. A new system ensures that your data stays up to date.

Advanced AI Analytics & Automations

Previously, if you wanted a way to view timestamped data, you were limited to predefined values like when a contact/opportunity/appointment was created or updated. Now, you can send your own events via the Streamlined API in order to create time-stamped data points, such as a certain tag being added or a contact filling out a form.