Note: CAASI is currently available with early access for select businesses.
To open the CAASI console, open the App Drawer 
then click View All > CAASI. For easier access in the future, click Actions 
in the App Drawer, then select Pin to Top Nav Bar or Pin to App Drawer.
Understanding how CAASI works
CAASI is your AI-powered support agent, designed to help clients get quick answers about your business and its services. For information about customizing CAASI, see Set up and customize your AI agent.
As clients message CAASI, every conversation is automatically saved in the Communication Hub. From there, you and your staff can review messages, check how questions were answered, and see whether issues were resolved.
Based on your settings, you’ll receive notifications whenever a client needs staff assistance or tries to book a service, or when a new lead is captured. Notifications can be sent as:
Text messages (SMS) to the phone number on file.
Emails to the staff email address on file.
Push notifications to the Elevate Staff App.
Each notification includes a link you can click to view the details and complete the request. After handling a request, change the Resolution Status to Closed to ensure other staff members know the issue has been handled.
You can also view helpful summaries and trends to understand how CAASI is supporting your clients, like which questions come up most often and how many clients are getting the help they need. This article will walk you through how to review conversations, track resolutions, and get the most out of CAASI in your daily work.
Review your clients' conversations with CAASI
All client interactions with CAASI are stored in the Communication Hub, giving you full visibility into how the agent is supporting your clients. We recommend using the Communication Hub as a part of your day-to-day tasks to monitor your clients' active conversations. If you notice clients often ask about cancellation policies, that’s a signal you could make this information clearer on your website or in your welcome emails. From here, you can browse and filter conversations, view detailed information about each interaction, and see a history of all conversations a client has had with CAASI.
You can also use the Conversation Logs section for a more detailed view. We recommend using the Conversation Logs for administrative tasks, such as viewing week over week trends and monitoring your traffic history. This section displays a list of conversations along with their status at a glance. You can filter the list, choose which columns are shown, and quickly access both the conversation and client details through the Action column.
To review your clients' conversations with CAASI from the Communication Hub:
Open the App Drawer
then click View All > CAASI.
On the side menu, click Communication Hub
Your client conversations are displayed.
On the left side of the page, click through the conversations. Click Filter
at the top to filter the list by the available parameters.
In the center of the page, the conversation history appears. Read through the conversation, and add any notes about it to the Private Note section.
On the right of the page, details about the client appear. Additionally, you can see whether the conversation resolved the client’s questions. Click All Sessions to view the client’s other conversations with CAASI.
To review your clients' conversations with CAASI from the Conversation Log:
Open the App Drawer
then click View All > CAASI.
On the side menu, click Conversations
> Conversation Log.
A list of all conversations appears.
At the top of the page, click Search here… to search for specific conversations.
Click Filter
to filter the list by the available parameters.
Click the Date Range to filter the list by date.
Click Column Selector and select the columns that should appear.
Next to the conversations, click View Conversation
or Open in new page 
to view details about the client and the conversation, as well as the transcript.
See how your agent is performing
CAASI includes powerful analytics to help you understand how clients are engaging with your virtual agent. In the Analytics section, you can track overall performance with key metrics such as the total number of conversations, requests for staff assistance, leads captured, and total engagement time. A line graph shows conversation volume trends over time, and you can filter the overview by date to focus on specific periods. If CAASI resolves most booking questions without staff intervention, your staff can focus on delivering services instead of handling routine inquiries.
For deeper insights, you can explore dedicated reports:
Captured leads – See detailed records of new leads captured by CAASI, presented in a format similar to booking analytics for easy comparison and review. Captured leads are reflected in your Lead Management Report. If you notice CAASI captured ten new leads this month, that’s ten potential new memberships you might have missed if clients couldn’t get quick answers online.
If your numbers are lower than expected, there are a few simple ways to improve CAASI’s performance:
Check that your widget is live and visible on your website’s most active pages, such as your home page or class schedule.
Check that your services, Purchase Options, and staff biographies are complete. CAASI pulls information directly from here and the more information CAASI has, the better it can serve your clients.
Make use of additional knowledge sources by uploading them to CAASI. Note that this feature is only available to subscribers at the Agent Plan level.
Update your Welcome Message to make it more inviting and prompt clients to ask questions. For example, try: Hi there! I’m here to help with class times, bookings, and more—just ask!
Promote CAASI in your client communications, such as emails or newsletters, so clients know they can get quick answers anytime.
Contact our Support Team for personalized tips and guidance.
To see how your agent is performing:
To open the CAASI console, open the App Drawer
then click View All > CAASI > Analytics 
View your analytics:
To see an overview of your analytics, on the side menu, click Overview.
To see details about your captured leads analytics, on the side menu, click Captured Leads.
To view links to your exported CAASI reports, click Exported Reports.
Your selected analytics appear filtered by date. Use the preset date selections or Choose a date range to view specific dates. Click Export to export the current version of the report.