AI Intelligence Overview - Adit Call Intelligence
AI Intelligence provides a complete, data-driven view of your practice’s performance across calls, opportunities, call handling, task management, and location-level metrics.
This article gives a high-level overview of each dashboard before you explore the detailed guides for every section.
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1. Call Analytics
What this section shows:
- Total incoming, outgoing, and missed calls
- Peak call hours and daily volume trends
- Missed call recovery and scheduling conversion
- Call type distribution
- New patient calls by marketing source
Why this matters:
Helps practices identify call-handling bottlenecks, staffing gaps, and marketing source performance.
2. Opportunities
What this section shows:
- Total scheduling opportunities and win rate
- Breakdown of open, won, and lost opportunities
- Conversion trends by user and appointment type
- Lost opportunity reasons (new vs. existing)
- High-value and hot opportunities
Why this matters:
Shows how effectively the practice converts callers into scheduled appointments—and where revenue is lost.
3. Call Handling
What this section shows:
- Total scored calls and sentiment distribution
- Average call score and unhappy/happy percentages
- Performance by call type
- Scored calls, sentiment, and call score by user
- Call score trends over time
Why this matters:
Provides coaching insights to improve communication quality and patient experience.
Learn more about this section: Call Handling - Full Guide
4. Task Handling
What this section shows:
- Total tasks created, completed, open, and overdue
- Task completion trends
- Open tasks by created date
- Completion rate by task type
- Task performance by user
Why this matters:
Ensures AI-created follow-ups are being completed on time, preventing missed revenue.
Learn more about this section: Task Handling - Full Guide
5. Location Analytics
What this section shows:
- Call traffic across locations
- Opportunity creation and win rate per location
- Scheduling breakdown (incoming vs. outgoing)
- Unhappy customer percentage per location
- Call score and task completion by location
Why this matters:
Helps owners compare performance across locations and identify operational gaps.
Learn more about this section: Location Analytics - Full Guide
📍 Where to Find It
Navigation Path: Adit App → Call Intelligence → AI Intelligence
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