Get detailed analytics for any team member to understand their usage patterns and identify coaching opportunities.
Accessing Member Insights
There are three ways to view a team member's detailed insights:
From Team Page - Click on the team member's name (highlighted in orange)
From Activity Leaderboard - Click on the team member's name (highlighted in orange)
From Inactive Alerts - Click on the user's name (highlighted in orange)
All names throughout the platform are styled as clickable links in orange with an underline.
Quick Stats Section
At the top of the page, you'll see key metrics:
Stat | Description |
Total Chats | All-time conversations started |
Total Messages | All-time messages sent |
Satisfaction Rate | Percentage of positive feedback given |
Days Active | Number of days they've used the platform |
Onboarding Status | Whether they completed initial setup |
Trend Indicators
Each stat shows a comparison to the previous period:
↑ Green - Metric improved
↓ Red - Metric declined
- - No change or not enough data
Activity Timeline
The timeline chart shows daily activity over the past 30 days:
Blue Area - Messages sent per day
Line - Satisfaction rate trend
What to Look For
Consistent daily usage vs. sporadic spikes
Declining trends that might indicate disengagement
Days with zero activity
Agent Usage
This section shows which AI coaches the team member uses:
Used Agents (Bar Chart)
Visual breakdown of message distribution
Color-coded by agent
Shows percentage of total usage
Agents to Explore
Badges showing agents they haven't tried yet
Opportunity for training or recommendations
What to Look For
Single agent usage - May benefit from exploring others
Balanced usage - Good understanding of all coaches
Specific focus - Could be appropriate for their role
Coaching Opportunity Indicators
The bottom section highlights actionable coaching opportunities:
Indicator | What It Means | Suggested Action |
Onboarding Incomplete | Setup not finished | Help complete profile |
Activity Drop-off | Usage declined 50%+ | Check-in conversation |
Low Satisfaction | Below 50% thumbs-up | Gather feedback on issues |
Limited Agent Usage | Only uses 1-2 agents | Agent training session |
Extended Inactivity | No activity in 14+ days | Re-engagement outreach |
Indicator Colors
🟡 Yellow (Warning) - Attention needed
🔴 Red (Danger) - Urgent action required
🟢 Green (Success) - No coaching opportunities (great!)
Privacy & Access
Important: You can only view insights for team members in your own organization. You cannot see:
Users from other companies
Super Admin activity
Detailed message content
Taking Action
Based on insights, you might:
Schedule 1:1 - Discuss challenges with underutilizing users
Share tips - Send specific agent recommendations
Celebrate wins - Recognize power users
Adjust training - Focus on underused features
Send nudge - Re-engage inactive users