For the complete documentation index, see llms.txt. This page is also available as Markdown.

Outbound reports

Workspace admins can open Outbound routing and choose the report that matches their question.

  • Routing Insights follows handoffs through assignment, using Handoff date.

  • Booking Insights compares booking conversion, channels, and delivery health, using Handoff date.

  • Routing Logs shows individual handoffs and their ordered trace.

Both insight reports use the date the handoff started, not the meeting's scheduled date. A handoff started this week can result in a meeting scheduled next month. Use the same date range and filters when comparing results.