Kixie

This clinic, we’re doing a deep dive on **Kai**, Kixie’s AI-powered reporting assistant **🤖**, and how teams are using it to answer questions faster, uncover insights instantly, and build reports without the manual work.

We’ll also be joined by Peter Steiner, Brian Lucas, and Luis Leon from First Connect Insurance Services, who will share how their team uses Kai to create reports that actually drive action.

**What you will learn:**

*   How Kai helps you build call and SMS reports using simple, natural language
*   Real-world examples of how First Connect Insurance Services uses Kai to surface insights faster
*   Best practices for turning conversation data into transparent, actionable reporting
*   How to get more out of Kixie’s reporting without relying on spreadsheets or manual setup

Kai doesn’t just show you data — it helps you understand it, instantly. This session is designed to show you what that looks like in practice.


Kixie Clinic | Meet Kai - Kixie’s AI-Powered Reporting Assistant.

**The Future of Call and SMS Performance Starts Here — Meet Kixie AI Insights (Powered by Kai)**

Your team’s calls and texts already contain every insight you need — conversion patterns, speed-to-lead metrics, talk-time correlations, rep efficiency trends.

Until now, uncovering them meant exporting, cleaning, and guessing.

Kixie AI Insights changes that. Powered by our new AI agent Kai (﻿your new AI assistant for call and SMS performance), you’ll see exactly what drives performance — instantly.

**Get a guided walkthrough of:**

The 3 new preloaded dashboards built for action:

*   Call History — call volume, connect rate, and speed-to-lead.
*   SMS History — message engagement, delivery rates, and reply velocity.
*   Connection Summary — team-level connection windows and success trends.

**Live Q\&A with Kai:** ask natural-language questions about call & SMS performance — and see instant answers.


Kixie Clinic | Meet Kai - Kixie’s AI-Powered Reporting Assistant.

Introducing Kixie AI Insights - Powered by Kai (Session 2)

Introducing Kixie AI Insights - Powered by Kai (Session 1)