AI Overviews are daily summaries generated by your AI to highlight key performance insights and coaching opportunities for your organization and individual agents. They provide a quick, digestible pulse on your team's performance without requiring you to manually review hours of interactions.
This feature is perfect for busy managers who need to understand team-wide trends and for agents who want actionable, personalized feedback to drive their own improvement.
How Your AI Creates Overviews
Your AI analyzes data from the previous 24 hours to generate each overview. The process is simple and automated:
Data Collection: Your AI analyzes relevant data from the last 24 hours. This includes interaction metadata (like call duration and direction), evaluation scores from both AI and human reviewers, and findings from AI Insights.
Overview Generation: Using this data, your AI creates personalized coaching recommendations and performance summaries. It generates a high-level overview for the entire organization and specific, tailored reports for each selected agent.
Delivery: The completed overviews are delivered directly to the Home page within Voxjar and sent out via email digests, making it easy to stay informed.
Types of AI Overviews
You can enable two types of overviews, either individually or together, depending on your team's needs.
1. Organization-wide Insights
Get a comprehensive, AI-distilled view across all agents and interactions. This is ideal for team leads and admins who need to understand performance trends, identify widespread coaching needs, and make data-driven decisions.
Cost: 25 credits per daily overview.
Visibility: Admins and Evaluators.
Delivered to: Home page and email digests.
2. Daily Personalized Coaching Reports
Empower your agents with daily, AI-generated performance summaries delivered directly to them. Each report includes personalized strengths, improvement areas, and actionable coaching recommendations to accelerate their skill development. This fosters a culture of self-improvement and accountability.
Cost: 15 credits per daily overview, per enabled agent.
Visibility: Individual agents receive their own report.
Delivered to: Agent's Home page and their email digests.
How to Enable AI Overviews
You can manage these settings at any time.
Navigate to Settings.
Under the AI Settings section, click on AI Overviews.
To enable the company-level summary, click the toggle next to Organization-wide Insights. A daily overview will now be generated, and 25 credits will be consumed each day it runs.
To enable agent-level summaries, click the toggle next to Daily Personalized Coaching Reports.
When you enable agent reports, the Agent Selection box will appear. Here, you must choose which agents you want your AI to generate overviews for. You can search for specific agents or select "All".
Click Save Selection to confirm your choices. Credits will be consumed daily for each agent you have selected.
Use Cases
Not sure how to best leverage AI Overviews? Here are a couple of ideas:
For the Busy Team Manager: You manage a team of 10 agents but don't have time to listen to every call. By enabling Organization-wide Insights, you get a daily email summarizing yesterday's performance. You quickly spot that "objection handling" was a common challenge across the team. Now you know exactly what to focus on in this week's team meeting, saving you hours of manual review.
For automating coaching feedback to Agents: With Daily Personalized Coaching Reports enabled for them, each agent receives a private summary each morning. They see that your AI identified "excellent rapport building" as a strength but noted they missed two potential upsell opportunities. The agent can now focus on actively listening for those cues in today's calls, taking control of their own professional development without waiting for a formal 1-on-1.