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How AloAi generates Daily Digest Reports

Learn how AloAi Voice Analytics Daily Digest Reports summarize calls, sentiment, outcomes, and agent activity in daily emails.

Written by Laarni D

AloAi Voice Analytics Daily Digest Reports provide a daily email summary of call activity and AI-generated conversation insights.

The report is generated using data from call recordings, transcriptions, summaries, sentiment analysis, outcomes, follow-up actions, coaching opportunities, and agent activity metrics.

The system compiles this data into a single daily email that summarizes communication activity across the account.

Reports are sent only when the system identifies qualifying call activity based on reporting thresholds and available transcription data.


Configure system reports recipients

To enable email delivery, the admin must configure recipient roles in account > report settings > system reports recipients.

This setup ensures that the appropriate roles (billing admin, company admin, company supervisor) receive the notifications and reports.

Inbox reporting settings may also determine additional recipients depending on user assignment within ring groups.

If reports are not received, verify that the recipient is assigned to a supported role and check spam or junk email folders.

Daily email report digest


Daily email report digest

Delivery schedule

The daily digest report is automatically generated and sent once per day, summarizing the previous day’s transcribed call activity.

Dispatch time is 7:00 PM (America/Los_Angeles).

The report always covers the previous day’s transcribed call activity based on each company’s local timezone, regardless of sending time.

Reports are processed asynchronously through a background queue, so delivery may occur a few minutes after the scheduled dispatch time.

Recipients are determined by:

  • System Reports Recipients (Account > Report Settings), which defines roles such as Billing Admin, Company Admin, and Company Supervisor.

  • Inbox reporting settings, which include connected users, watchers, supervisors, or team members assigned to each inbox.


When the daily digest report is not sent

A Daily Digest Report is only generated when the system identifies qualifying call activity from the previous day.

The system evaluates call data against minimum thresholds:

  1. Company-wide reports require at least 10 qualifying calls with a minimum talk time of 2 minutes per call.

  2. Inbox-based reports require at least 5 qualifying calls with a minimum talk time of 2 minutes per call.

These thresholds apply independently of total call volume. An account may still not receive a report if calls do not meet the minimum talk time requirement.

Before skipping a report, the system makes up to 10 automatic attempts to identify qualifying calls by gradually lowering the talk time threshold. If no valid dataset is found after all attempts, the report is skipped and no email is sent.

Common scenarios where reports are skipped include weekends, holidays, and accounts where most calls are shorter than 2 minutes.

Note: If your account is consistently not receiving digests, it is likely that most calls fall below the 2-minute threshold. Reducing the minimum call count is not a self-service setting, it requires a configuration change by the Aloware team. Contact Aloware support if this is impacting your reporting.


Customize Daily Digest Report content and sections

The Daily Digest Report can be customized in AloAi Voice Analytics by managing report section settings. This controls what AI-generated insights appear in the final email and how they are organized.

Enable or disable Daily Digest Reports

Admins can enable or disable Daily Digest Reports from account reporting settings.

When disabled, report generation and email delivery are stopped. All related configuration settings are hidden when the feature is disabled.

Configure report sections

Report content is defined through configurable sections. Each section represents a specific AI-generated insight included in the report.

Sections can be:

  • Added using predefined templates

  • Created manually using a custom prompt

  • Renamed to match reporting needs

  • Reordered to control how they appear in the email

  • Removed if no longer required

Adding a section from a template

  1. Click + Add Section.

  2. Select Use a template.

  3. Choose a predefined template from the list (e.g., Coaching Opportunities, Follow-Up Actions, Top Agents Performance Summary).

  4. Rewrite the label and prompt as needed so AloAi generates the result you want.

  5. Optionally, select one or more Call Dispositions to filter which calls are included in this section.

  6. Set the section order (position number).

  7. Click Save.

Adding a section from scratch

  1. Click + Add Section.

  2. Select Create from scratch.

  3. Enter a label name.

  4. Provide a clear, detailed prompt to guide AloAi in generating the section content.

  5. Optionally, select one or more Call Dispositions to filter which calls are included in this section.

  6. Set the section order (position number).

  7. Click Save.

Reordering sections

Drag and drop sections using the handle (≡) at the beginning of each row. The preview panel updates to reflect the new order.

Removing sections

Select the section and click the delete (✕) button to remove it from the report.

Predefined templates may include insights such as Coaching Opportunities, Follow-Up Actions, Top Agents Performance Summary, Agent Sentiment Analysis, Contact Sentiment Analysis, Inbound Calls Breakdown, and Outbound Calls Breakdown.


Call disposition filter

New

Each Daily Digest section can be scoped to one or more specific call dispositions.

When a filter is set, only calls matching the selected dispositions are included in that section's AI-generated summary. This gives admins a targeted digest aligned to their team's workflow outcomes.

For example, a "Sales Calls" section that only surfaces calls marked as Sale Completed.

How it works

Scenario

Behavior

One or more dispositions selected

The section only includes calls whose call disposition matches the selection.

No disposition selected (empty)

The section receives all calls, identical to previous behavior. Fully backward compatible.

Filter applied but no calls match for that day

The section displays "No matching calls for this section." instead of surfacing unrelated calls.

How to configure

  1. Open an existing section or create a new one via + Add Section.

  2. In the section dialog, locate the Call Disposition Filter field (marked New).

  3. Use the multi-select dropdown to choose one or more dispositions. Color-coded dots correspond to each disposition's configured color.

  4. Leave the field empty to include all calls in this section (default behavior).

  5. Click Save. The selection is preserved and pre-populated on subsequent edits.

Note: Use disposition filters to create focused sections. For example, a "Voicemail Follow-ups" section filtered to Left Voicemail, or a "Won Deals" section filtered to Sale Completed. Sections without a filter continue to summarize all calls as before.


Preview report output

Admins can preview the Daily Digest Report before activation.

The preview reflects the selected sections, section order, and expected structure of the final email output. This helps validate configuration before enabling delivery to users.


Send test daily digest reports

Admins can generate a test version of the Daily Digest Report to validate configuration.

Test reports can be sent to selected email recipients and can be generated for a specific date. This allows verification of:

  • Section configuration

  • Section order

  • Data availability

  • Email delivery behavior

If there is no transcription data available for the selected date, the system will display an error message indicating that no data was found. In this case, select a different date that had qualifying call activity.


AI-generated insights in the Daily Digest Report

The following section types can be included in a Daily Digest Report. These descriptions reflect the default behavior of each predefined template.

  1. Coaching Opportunities - Highlights areas for improvement based on conversation analysis, including communication techniques, handling of specific scenarios like missed or unresolved calls, and recommendations for improving transcription quality for accurate reporting.

  2. Follow-Up Actions - Surfaces unresolved cases or issues requiring attention. Includes recommendations on follow-up procedures for calls lacking actionable outcomes, such as sending updates, confirming resolutions, or scheduling future discussions.

  3. Inbound Calls Breakdown - Lists notable inbound calls and key insights, summarizing topics discussed, issues raised by the contact, and action items for either the contact or the agent. Includes links to call recordings for supervisor review.

  4. Outbound Calls Breakdown - Lists notable outbound calls and key insights, summarizing topics discussed, issues raised, and action items. Includes links to call recordings for supervisor review.

  5. Top Agents Performance Summary - Identifies the top agents by call volume and total talk time, ranking the top 3 agents and providing a short summary of their performance.

  6. Agent Sentiment Analysis - Summarizes overall emotional management trends, professional conduct patterns, and notable observations in how agents handled customer interactions across all calls.

  7. Contact Sentiment Analysis - Summarizes overall satisfaction trends, common emotional patterns, and notable observations across contact interactions during the reporting period.


Review AI-generated call summaries

The Daily Digest Report includes AI-generated summaries of recorded and transcribed inbound and outbound calls.

These summaries identify common discussion topics and provide a high-level overview of customer interactions that occurred during the reporting period.

Rather than reviewing individual transcripts, supervisors can use this section to quickly understand the primary reasons customers contacted the business.


Review call volume and duration metrics

The report includes call activity metrics for the reporting period, including:

Call volume represents the total number of inbound and outbound calls.

Call duration reflects total and average call lengths used to assess time distribution across interactions.

Call summarization provides an aggregated view of recorded and transcribed calls, including recurring topics and interaction themes.


Understand sentiment analysis results

The Daily Digest Report includes sentiment analysis generated from transcribed conversations.

  1. Overall sentiment trends - classification of calls as positive, neutral, or negative based on tone and language.

  2. Customer satisfaction & agent communication effectiveness - insights into interaction quality.

This information helps supervisors identify trends in customer interactions and determine whether conversations generally reflect positive, neutral, or negative experiences.


Review call outcomes and follow-up activities

The report includes AI-identified outcomes from analyzed conversations.

This includes resolved interactions, escalations, and unresolved cases that may require follow-up.

Unresolved calls are highlighted for further review based on conversation analysis.


Monitor agent activity and call metrics

Agent-level metrics are included in the report to reflect communication activity.

Top agents are identified based on call volume and total talk time.

These metrics provide visibility into workload distribution and overall agent engagement across the reporting period.


Who can access Daily Digest Reports

Daily Digest Reports are intended for supervisory and administrative users.

Reports can be delivered only to configured recipients assigned to one of the supported roles:

  • Billing Admin

  • Company Admin

  • Company Supervisor

Agents do not receive Daily Digest Reports.


How does this relate to other AloAi tools

Daily Digest Reports are built on the same data foundation as other AloAi Voice Analytics features.

Real-time insights provides per-call visibility, while Daily Digest Reports provide aggregated daily summaries across the account.

Sentiment analysis in the report uses the same model as the sentiment metrics shown in AloAi Voice Analytics dashboards.

Keyword tracking and speech analysis contribute to identifying recurring topics and themes included in AI-generated summaries.


Important configurations

  1. AloAi Reports must be enabled in Account > Reporting Settings for the appropriate roles.

  2. Transcription and summarization flags must be active for report generation.

  3. Reports are scheduled automatically at 7:00 PM (America/Los_Angeles) daily.

  4. An active AloAi Voice Analytics subscription or trial is required to generate reports.

  5. Report sections can be configured to control what content is included in the email.

  6. Call Disposition Filters can optionally be applied per section to scope content to specific call outcomes.


Troubleshooting missing reports

Common reasons for not receiving daily reports

  1. No reports were generated

    A daily report is only generated if transcriptions or account activities meet reporting criteria. If no activity matches, no report will be sent.

    Solution:

    1. Ensure your account had relevant activities, such as calls or messages, on the day the report should have covered.

    2. Verify previous day's activities via the reporting dashboard.

  2. Reports were filtered by email providers

    Sometimes, email providers incorrectly flag reports as spam or junk.

    Solutions:

    1. Check Spam or Junk Folders - Search for the missing report email.

    2. Whitelist the Sender - Add the sender's address to your email contacts or mark emails as "Not Spam."


Tips to prevent future issues

  1. Ensure consistent activity - maintain regular account activity to trigger report generation.

  2. Monitor email filters - regularly check spam folders to ensure email delivery.

  3. Update contact details - keep registered email addresses current to avoid delivery problems.

For further assistance, contact support to investigate potential system-side issues.

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