AI-powered client reporting

90 seconds. The renewal call writes itself.

One click generates the monthly report. Four seconds later: branded PDF, revenue per skill, every number drillable to the conversation that produced it.

90-second generation · client brand colours · Free plan, no card needed

Monthly report PDF — Brand X colours: Revenue £4,840 (skill: brand-voice-check £840) | Pipeline 62% | Retention ↑ | Learning: 3 agents improved | Recommendation: ↑ Haiku on triage

90s

From click to branded PDF report

6

Blocks in every report — no more, no less

3

Clicks from any metric to source conversation

0.65

Quality gate — minimum rubric score to ship

"Monthly reports used to take my team 2 days. Now it's 90 seconds. The renewal call lasts 8 minutes instead of 40."

Aoife R. · Operations Director · MediaFirst, Dublin

From click to renewal-winning report

One click. Four seconds. The receipt that wins the call.

1

Click Generate report

One click. Four seconds. The PDF assembles from the conversation records already in the substrate. No assembly required. No reconciliation step. The same numbers the account team sees are the numbers the client reads on page one.

1 click · 4 seconds · branded PDF in client colours

2

Six blocks answer six CFO questions

Revenue (cash by campaign/team/channel/skill). Pipeline (drop-off points named, not %). Retention (satisfaction curve, not a single score). Learning (which agents improved). Quality (4-axis rubric). Recommendation (one action, one number).

6 blocks · cash not sessions · one recommendation not a paragraph of options

3

Every number has a conversation behind it

The client asks "where did this revenue come from?" Three clicks: the revenue number, the conversations that produced it, one conversation with transcript and receipt. The answer is a record, not a narrative.

3-click drill · conversation as citation · no SQL

4

Renewal moment — forward the PDF

The account lead does not write a narrative. She forwards the PDF with one line: "This skill earned £840 in week three. We're raising the price in Q3." The conversation moves from "what did you do this month?" to "what's this IP worth going forward?"

renewal moment · skills as line items · price conversation not retention conversation

What the reporting platform gives you

Not a dashboard. A receipt.

90-second monthly report

One click. Four seconds. Branded PDF in your client's colours. Every number drillable to the conversation that produced it. Revenue, pipeline, retention, learning, quality, recommendation. Six blocks. Nothing more.

Revenue per skill

Most agency reporting shows revenue by campaign. Revenue per skill disaggregates it. If brand-voice-check ran 470 checks and earned £840 in margin without a human reviewing a single output — that number is on page one. The client's CFO can tell her board what she bought.

Three clicks to the source conversation

Number → list of conversations → one conversation with transcript, team, timestamp, and receipt. No SQL query. No request to the data team. No support ticket. The CMO who can drill to source in three clicks trusts the number. A CMO who trusts the number renews.

Learning block in every report

Which agents improved this month. Which routes hardened. Which new questions customers asked that agents hadn't seen before. This is what separates the report from every other monthly PDF a client receives. The system got better on your data this month.

Quality score — 4 axes, gate 0.65

Security · stability · simplicity · speed. Each is a number between 0 and 1. Nothing below 0.65 ships. The client never sees a score representing something broken. If a skill improved from 0.71 to 0.84 between months one and three, that improvement is in the report.

Live dashboard — same numbers

The monthly report is the artefact. The dashboard is the view her CMO opens on a Tuesday afternoon. The same numbers. Real time. Revenue by campaign, conversation volume by channel, quality scores, retention trend. No separate analytics layer. No overnight job.

Receipts vs. reports

FeatureONEManual report assemblyDedicated analytics platform
90-second branded PDF report
Revenue per skill (not just per campaign)
3-click drill to source conversation
Learning block (which agents improved)
Quality score per skill (rubric gate 0.65)
Live dashboard — same numbers as report
Custom dashboard builderHonesty: dedicated analytics platforms (Looker, Tableau) win on custom dashboard flexibility. ONE wins on source-of-truth drill.

Reporting on every plan

Annual billing pre-selected. The renewal call is included.

Starter

Basic report · core metrics

$500/mo
5M credits/mo
Monthly PDF report (client colours)
Revenue + retention metrics
Basic quality scoring
Email support
Most popular

Agency

Full 6-block report · revenue per skill

$5,000/mo
60M credits/mo
Full 6-block monthly report
Revenue per skill attribution
3-click drill to source conversation
Learning block (agent improvement)
Live dashboard with custom date ranges

Scale

Cross-client reporting · board packs

$50,000
750M credits/mo
Cross-client performance aggregation
Board-pack export format
Compliance and audit reporting
Dedicated success manager
SLA 99.99%

Questions about reporting

A conversation is defensible until it isn't. A receipt is a record.

90-second report. Six blocks. Revenue per skill. Three clicks to the source conversation. The platform ships receipts.

90-second generation · client brand colours · Free plan, no card needed