Digest Reports

Digest reports are automatic summaries of your team's calls, delivered on a daily or weekly schedule. Instead of reading every call yourself, you get a single report that highlights how the team is performing and where to focus your coaching.

Overview

A digest report pulls together everything that happened across your team in a period and turns it into one clear summary. Each report includes:

An executive summary — a short, plain-English overview of the period.
What's going well and what needs improvement — the key positives and gaps.
A scorecard — call volume, how many calls were scored, the average score, and how it changed versus the previous period.
Team insights — recurring patterns, such as which objection types are being handled poorly and which best-practice steps are most often missed.
A per-agent breakdown — each rep's call volume and score, with an optional written summary you can expand.

Digest reports are a manager feature and are only available to organization admins and owners.

Turning on digest reports

Step 1.

Go to (Settings > Digest reports)

Step 2.

Choose your cadence — turn on a Daily digest, a Weekly digest, or both

Step 3.

Set your timezone and the time of day you want reports sent

Step 4.

Pick your delivery channels — In-app and/or Email (Slack is coming soon)

Step 5.

Click "Save settings"

Your first report will arrive on the next scheduled run.

Settings explained

Daily vs. Weekly — Weekly is the best default for most teams; it captures enough calls to show meaningful trends. Daily works well for high-volume teams. You can enable both.
Timezone & send time — Reports are scheduled in your chosen timezone. A daily report covers the previous day; a weekly report covers the previous seven days.
Delivery channels:
- In-app — Reports appear under Digests in the sidebar.
- Email — Reports are emailed to the recipients you list. The person who turns on email is added automatically, so you'll always receive your own reports. Add teammates by entering their email addresses, separated by commas.
Generate a summary for every agent — When on, every rep gets a written summary in the report. When off, you can still generate a rep's summary on demand by expanding their row in the report. Leaving it on is more thorough but does a little more processing per report.
Focus (optional) — Add a short note to steer what the summary emphasizes — for example, "Focus on objection handling and discovery depth." This shapes the written narrative without changing the underlying numbers.

Reading your reports

Step 1.

Open (Digests) from the sidebar

Step 2.

Pick a report from the list to view the full summary

Step 3.

Expand any agent to see their breakdown and written summary

If you also enabled email, the same report lands in your inbox.

Good to know

Only scored calls count. Very short calls (for example, voicemails or quick callbacks) aren't scored, so they don't drag down your team's averages. You control the minimum call length under Settings > Call scoring.
Quiet periods are skipped. If a period has very few scored calls, no report is sent — so you won't get an empty digest on a slow day.
Scores are out of 100. The scorecard shows the average along with the spread (median and high end) so a few outliers don't skew your read.
Solo accounts work too. If you're the only person in your organization, the report simply summarizes your own calls.

Changing or turning off reports

You can update your cadence, channels, recipients, or focus at any time under Settings > Digest reports. To stop receiving reports, switch off the Daily and Weekly toggles and save. Past reports remain available under Digests.