AI Tools, Reports & Analytics

See what CariHub AI can do for your business and where to control it. Let's get started. First, open AI Features under AI Management. Next, read the tabs: Overview, AI Routing, Chatbot, Heuristics, Usage and Agent. Finally, turn on Enable AI Features to switch the tools on. One thing to watch for: AI Features need the AI module on your plan. That wraps up AI Features overview. Next, we'll look at how to set up the public chatbot. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

Add a chatbot to your public pages that answers visitors' questions. Let's get started. First, open the Chatbot tab. Next, turn on Enable Chatbot and choose the Chatbot Model. Then, write a Welcome Message and choose the Chatbot Tone. Finally, save and test it on your page. Pro tip: Keep the welcome message short and tell visitors what the bot can help with. That wraps up how to set up the public chatbot. Next, we'll look at how to understand AI routing. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

Use your own OpenAI, OpenRouter or Grok key so AI usage runs on your own quota. Let's get started. First, open AI BYOK under AI Management. Next, choose the provider and paste your API key. Finally, save and test. One thing to watch for: Treat API keys like passwords and never share them. That wraps up how to use your own AI key. Next, we'll look at how to add a WhatsApp template. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

Create a pre-approved WhatsApp message for reminders and follow-ups. Let's get started. First, open WhatsApp Templates under AI Management. Next, click Add Template. Then, enter the Template Name, Language, Category and Template Body. Finally, add the Parameters and save. That wraps up how to add a WhatsApp template. Next, we'll look at how to approve or reject agent actions. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

Review what the AI agent wants to do and approve or reject it. Let's get started. First, open Agent Actions under AI Management. Next, open the Pending tab. Then, read each action and approve or reject it. Finally, check Executed and Failed for the history. That wraps up how to approve or reject agent actions. Next, we'll look at how to undo or pause an agent action. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

Undo an action the agent took or pause automations. Let's get started. First, open an executed action. Next, choose undo, or pause the automation. Finally, check the result in the All Action Types list. That wraps up how to undo or pause an agent action. Next, we'll look at how to read agent analytics. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

See how often the agent fires, how often it succeeds and what fails. Let's get started. First, open Agent Analytics under Analytics. Next, read Daily Action Trend, Status Distribution and Risk Distribution. Finally, use Export CSV to download the data. That wraps up how to read agent analytics. Next, we'll look at how to run a business diagnostic. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

Scan your setup for misconfigured settings, broken triggers and AI quota problems. Let's get started. First, open Diagnostics under Analytics. Next, create a configuration from a preset in Quick Start — Preset Templates, or build your own. Then, run it and open the run to read Run Details. Finally, fix what it flags. That wraps up how to run a business diagnostic. Next, we'll look at how to schedule diagnostics. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

Run a diagnostic automatically every week. Let's get started. First, in Create Diagnostic Configuration, enter a Name. Next, set the Schedule. Finally, save; results appear under the runs. That wraps up how to schedule diagnostics. Next, we'll look at reports overview. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

See the reports available: standard, live, custom and scheduled. Let's get started. First, open Reports under Analytics. Next, read the tabs: Standard, Live, Custom and Scheduled. Finally, choose a report and a date range. One thing to watch for: Reports need the Reports module on your plan. That wraps up reports overview. Next, we'll look at how to run a standard report. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

Run a revenue, bookings, staff performance or tax summary report. Let's get started. First, open the Standard tab. Next, choose the report. Finally, set the date range and run it. That wraps up how to run a standard report. Next, we'll look at how to use live reports. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.

See your numbers update in real time. Let's get started. First, open the Live tab. Next, choose the live view you want. Finally, watch the numbers update. That wraps up how to use live reports. Next, we'll look at how to build a custom report. If this helped, subscribe for the rest of the AI Tools, Reports & Analytics series.