Ask Ringo is CallRail's in-app AI chatbot that helps answer questions about your CallRail data and performance. Instead of manually searching through reports and sub-menus, you can now just ask Ringo for what you are looking for and get an answer in real time.
To help you get started using Ask Ringo, we have provided some examples below of what Ringo can (and cannot) do, as well as questions you can use to get answers fast.
Before You begin
Ask Ringo's knowledge is based on your CallRail account and features. For example, if your question involves reviewing your call transcripts, you must have Premium Conversation Intelligence enabled on your account. If your account does not have access to certain features, Ask Ringo will not be able to answer your question.
To maintain HIPAA compliance, Ask Ringo is not available on CallRail Healthcare accounts.
Where to find Ask Ringo
Ask Ringo can be found in the top right corner of any CallRail page. Just click the purple AI button, and a sidebar will open for Ask Ringo. Then type in your question in the white chat box, and your Ask Ringo conversation will start.
What Ask Ringo can do
Below are some categories that Ask Ringo can assist you with:
- Call Analytics
- call volume trends over time
- answered vs. missed breakdowns
- top sources, campaigns, or landing pages driving calls
- average call duration and lead quality metrics
- Lead & Contact Insights
- full history for a specific lead (calls, texts, form submissions)
- Look up activity by phone number or person
- Trackers & Campaigns
- view tracking numbers and sources
- See which trackers are driving the most leads
- Form Submissions
- totals and breakdowns by source, form, or company
- individual submission records
- SMS / Text Threads
- View recent text message threads
- Transcript Search (requires PCI)
- Find calls where specific words or phrases were spoken
- Companies
- Browse and filter the companies in your account
- Product How-To
- Setup steps and how-to documentation pulled from CallRail's help center
- Navigation
- direct links to specific pages in the CallRail app
What Ask Ringo cannot do
Ask Ringo is read-only and self-serve. This means it can't take action on an account or hand off a conversation to a person. Examples of what Ask Ringo cannot do include:
- Live human handoff
- Ask Ring can't transfer to a person, open a support ticket, or schedule a meeting with an account rep.
- Account or billing changes
- Ask Ringo can't process billing adjustments, cancel or delete an account, or retrieve/modify payment records.
- Sensitive account or security info
- Ask Ringo will not surface sensitive account details or generate API keys/modify limits.
- Unique number management
- Ask Ringo cannot port, transfer, or provision phone numbers for a user.
Example questions for Ask Ringo
- Call Analytics
- "What's causing my missed calls today?"
- "What leads did I miss today?"
- "How did call volume compare month over month across companies with qualified tags?"
- "How is Voice Assist handling my calls?"
- Lead & Contact Insights
- "Show me the full history for this phone number"
- "What's the latest activity for [contact name]?"
- Trackers & Campaigns
- "What are my top sources driving calls this month?"
- "Which campaigns are driving the most conversions right now?"
- "Which trackers are driving the most leads?"
- Form Submissions
- "How many form submissions did we get this month, by source?"
- "Show me the individual form submissions from last week"
- SMS / Text Threads
- "Show me our most recent text message threads"
- Transcript Search (requires PCI)
- "Find calls where a customer mentioned a refund"
- "Show me calls where the word 'price' was mentioned"
- "Were there any calls where someone asked about hours?"
- "What common themes are coming up most in my conversations this week?"
- Product How-To Questions
- "How do I set up a tracking number?"
- "How does DNI work?"
- Navigation
- "Take me to my call log"
- "Where do I manage my trackers?"