Sample report
Sample Call Automation Report
A fictionalized first-pass report for an ecommerce operations team. The goal is to show call distribution, savings potential, what can be automated first, and which conversations should stay relationship-led.
Start with whatever exists: transcripts, recordings, call tags, support notes, or a rough estimate.
Call mix
Routine support36%
Revenue and presales24%
Operational exceptions20%
Handoff and routing16%
Top repeated call reasons
Automate first
Routine order and delivery calls when lookup is reliable.
Fix before automating
ETA calls that fail because courier or depot status is missing.
Prepare sales context
Quote, stock, and product-fit calls with buying intent.
Keep human-led
Cancellations, damaged delivery, refunds, and unclear account issues.
Save time first
Delivery and order triage
Start where caller and order can be matched clearly, so the team stops repeating the same lookup work.
Protect revenue
Quote and product calls
Collect product, quantity, urgency, and account context before sales picks up.
Keep trust human
Exceptions and policy
Create a structured ticket, but keep relationship-sensitive decisions with your team.
First savings question: when customers ask where their order is, where does lookup usually fail: caller identity, order number, account name, delivery system, or courier visibility?