The AVOXI Digest provides an overview of your account performance and health. Get high-level reporting summaries, stay updated on recent account activity, and navigate into the platform to dive deeper into your analytics.

Configuring Your AVOXI Digest

You can control the content, recipients, and schedule of your AVOXI Digest.

1. Navigate to the Company Settings
2. Select AVOXI Digest in the navigation menu
3. Email Schedule
   • To receive/send the email automatically, enable scheduling
   • Select the cadence at which the email is to be send
     • Reports will be pulled based on the timeframe selected
       • e.g. Every 2 weeks – pulls all data over the past two weeks prior to when the report is scheduled to be delivered
   • Set the timezone
4. Recipients
   • The users or email addresses listed here will receive the email whenever it is triggered to be sent
     • Can be a Genius user or external email address
5. Email Content
   • Account Overview
     • Static metrics that are always included. These cannot be edited.
       • Open Support Cases – count of open P1 cases
       • Active Numbers – count of active numbers
       • Total Calls – total inbound and outbound calls
       • Total Talk Time – total talk time for inbound and outbound calls
   • Included Fragments
     • See below for a list of available fragments
     • Select the fragments you wish to include in the emails
       • These fragments will be included each time the email is generated
       • Drag and drop to control the order in which the fragments appear
       • Use the trash can icon to remove a fragment
       • Use the ‘Preview All’ button to see what all fragments look like
     • Dynamic Fragment
       • Dynamic Fragments are automatically selected by the system at the time the email is generated
       • They may be different each time the report is generated
   • Never-Show Fragment
     • If there are any fragments you want to ensure are never included in the email, add them to the 'Never-Show' list
       • This will prevent them from being selected as a Dynamic Fragment
6. Preview
   1. Preview what your email will look like with the fragments you have selected
7. Submit
   • Save your email configuration
   • The selected fragments will be sent each time the scheduled email is generated
8. Trigger Email
   • Send an email on demand
   • Select the recipients
   • Select the reporting dates you would like to pull
     

Email Fragments

Below is a list of available email fragments. This list will be updated as more fragments are added. Many fragments include hyperlinks on the metrics or in the upper-right-hand corner that will redirect you into the platform to a corresponding report or relevant page within the platform.