Businesses Insights

Written By Maruf Ansari

Last updated 5 days ago

Overview

The Business Insights view gives agencies a quick, visual snapshot of their business portfolio — how many businesses are active, past due, inactive, or archived, how that mix has trended over the last year, which integrations are most used, and which businesses are showing early signs of churn risk.

Summary Cards

Four cards at the top show the current count of businesses by status:

  • Active - Total number of businesses currently active on the platform. A sub-metric, "X on billing," indicates how many of these active businesses are currently on a billing plan.

  • Past Due - Businesses whose billing payment is overdue.

  • Inactive - Businesses that are not currently active on the platform.

  • Archived - Businesses that are not currently active on the platform.

  • Check out Business Account Statuses.

Last 12 Month Business Lifecycle Trend

This bar chart visualizes the month-over-month trend of business lifecycle activity over the trailing 12-month period.

  • Blue bars represent the number of businesses that became Active in a given month.

  • Grey bars represent the number of businesses that were Archived in a given month.

Active Business Count by Integration

This horizontal bar chart displays the number of active businesses grouped by the third-party integration they use (e.g., AdvancedMD, Tebra EHR, Zendesk, Oscar Pro, Juno EMR, Cure MD, Dentrix).

  • Each bar represents the total count of active businesses using that integration.

  • Hovering over a bar displays a tooltip with additional detail for that integration, including:

    • Active Businesses — total count of active businesses on that integration.

    • Active Connections — total count of currently live/connected integration instances.

Churn Risk Businesses

The Churn Risk Businesses table lists active businesses that have been flagged as being at risk of churn. Churn signals are generated automatically by the system based on predefined thresholds, but agency users can also manually add signals to a business using the "+ Add Signals to Business" button.

Columns:

  • Business – name and ID

  • Billing Start Date – shows "–" if billing hasn't started

  • Churn Signals – one or more risk tags (removable individually)

  • Action – clicking the eye icon takes the user directly into that business's detail view

A Select Signals dropdown above the table allows users to filter the list by specific churn signal type.

Churn Signal Definitions

The following table defines each system-generated churn signal and the condition that triggers it:

Signal

Signal Condition

No Calls Today

No incoming calls are received for a live business throughout the entire day, indicating a potential telephony, routing, or business activity issue.

Integration Disconnected

One or more critical integrations remain disconnected, preventing the AI agent from accessing or syncing required business data.

Below 10x ROI

The customer's generated business value falls below the expected 10x return on investment based on successful AI-driven actions and outcomes.

Low Opportunity Options

Opportunity conversion rates, such as appointment bookings or lead qualification, fall below the configured success threshold.

Short Average Call Duration

The average call duration drops below the expected threshold, indicating callers may be hanging up early or conversations are ending prematurely.

Slow Booking Flow

The average appointment booking process takes longer than the acceptable duration, creating friction in the customer experience.

Delayed Go-Live

The business has not completed onboarding or activated its AI agent within the expected implementation timeline.

Sandbox Enabled

The business is still operating in Sandbox Mode instead of Live Mode, preventing production traffic and real customer interactions.

Note: In addition to these system-generated signals, agency users can manually tag a business with a custom churn signal via the Add Signals to Business action, allowing for flexibility in flagging risk conditions not captured by automated rules.

Frequently Asked Questions

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