AI Agents

AI Agent Reports

Activity and performance reports for all agents.

Filter agent records and export them to Excel.

Open in Info-X

The screen

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What each number means

  1. 1
    AI Agent Reports

    7 agents · 500 total records · 0 filtered.

  2. 2
    Export to Excel

    Download the report.

  3. 3
    Total Processed — 0

    Items processed for the filters.

  4. 4
    Success Rate — 0%

    Successful share.

  5. 5
    Avg Response

    Average time to respond.

  6. 6
    Quotes Generated — 0

    Quotes created by agents.

  7. 7
    Bookings Created — 0

    Bookings created.

  8. 8
    HBLs Issued — 0

    House bills issued.

  9. 9
    All Agents

    Filter by agent.

  10. 10
    Last 7 Days

    Date range (10/29 – 11/5/2026).

  11. 11
    All Status

    Filter by status.

  12. 12
    Search

    By subject, sender or quote #.

  13. 13
    Refresh

    Reload the report.

  14. 14
    Columns

    Date/Time, Agent, Subject, Sender, Status, Output.

  15. 15
    Recent Activity Logs — 500

    Timeline: Quote Generated, Booking Created…

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Totals

Total Processed, Success Rate, Avg Response and Quotes Generated.

2

Export to Excel

Download the filtered records.

How to use it

  1. 1Set filters.
  2. 2Review the totals.
  3. 3Click Export to Excel.