Felix works your database every day across calls, texts, email, and continuous enrichment. The Felix reports show you exactly what that work adds up to: who Felix is reaching, which channels are landing, and how your database is growing and staying clean.
There are three Felix reports, each tied to a Felix skill. To open them, go to Reports from the left sidebar, then look under the Felix group for Sales Agent, Nurture, and Living Database.
🗒️ Note: The other reports in Fello are grouped under Channels & Surfaces in the same place. This article covers the three reports in the Felix group.
In this article:
Where to find Felix reports
Go to Reports from the left sidebar and open any report under the Felix group. Two controls at the top of each report shape what you see:
- Period: Sets the date range the report covers, from the last 30 days up to the last 180 days.
- Frequency: Sets how the trend chart groups data over time, for example weekly.
Sales Agent report
The Sales Agent report shows how Felix's one-to-one outreach is performing: who is enrolled, who Felix is actively working, and which channels are getting responses.
Key metrics
- Handoffs: Contacts that Sales Agent identified as ready for human follow-up in this period.
- Currently Enrolled: Contacts currently enrolled in Sales Agent. The sublabel shows what share of your database is enrolled.
- Currently Attempting: Enrolled contacts Sales Agent is actively reaching out to who have not responded yet. The sublabel shows their share of enrolled contacts.
- Currently Engaging: Contacts who have responded, by reply or by answering a call, and are in an active conversation with Sales Agent. The sublabel shows their share of enrolled contacts.
- SMS Sent: AI-generated text messages delivered in this period.
- Calls Made: Total call attempts made to contacts in the selected period.
Sales Outreach
The Sales Outreach chart plots SMS and calls over the selected period, so you can see how outreach volume shifts across each interval. Hover any point to see the SMS and call counts for that period.
Channel Effectiveness
Channel Effectiveness shows which channels are generating the best response rates. SMS shows the percentage of texts that received a reply, and Calls shows the percentage of calls that were answered. Sales Agent uses these rates alongside per-contact signals to choose each contact's best channel.
Coverage & Guardrails
- Enrollment Coverage: The percentage of your database currently enrolled in Sales Agent, with the enrolled and not-enrolled counts shown below.
- Exclusion rules active: The number of segments excluded from Sales Agent outreach. The Manage in Felix AI link opens Sales Agent enrollment, where you set who Felix works and who Felix skips. Learn more about Felix Sales Agent.
Nurture report
The Nurture report shows how Felix's one-to-one marketing email is performing, and where it is reinforcing the conversations Sales Agent is already having.
Key metrics
- Engaged: Contacts who showed any engagement signal (opens, clicks, dashboard views, or form submissions) after receiving Nurture outreach in this period. Shown as a percentage with the count beside it.
- Dashboard Views: Contacts who opened their personal Contact Dashboard from a Nurture email in this period.
- Form Submissions: Contacts who submitted a form from a Nurture email in this period.
- Influenced Pipeline: Contacts who received Nurture outreach this period and are now being worked by Sales Agent, whether attempting, engaging, or handed off. This shows where Nurture is reinforcing active sales conversations.
- Sent: Nurture emails sent in this period.
- Opens: Nurture emails opened in this period.
- Clicks: The number of link clicks within Nurture emails in this period.
Marketing Outreach
The Marketing Outreach chart plots emails sent, opened, and clicked over the selected period. Hover any point to see those counts for that period.
Coverage & Guardrails
- Enrollment Coverage: The percentage of your active database enrolled in Nurture, with the enrolled and not-enrolled counts shown below.
- Exclusion rules active: The number of segments excluded from Nurture outreach. The Manage in Felix AI link opens Nurture enrollment, where you set who Felix skips. Learn more about Felix Nurture.
Living Database report
The Living Database report shows what Felix is detecting and enriching across your entire database, whether or not a contact is enrolled in outreach.
Database Pulse
- Total Contacts: Every contact in your database, continuously watched and updated as new data comes in.
- Changes Detected: Total changes to property and ownership details detected across your database in the selected period.
- Addresses Enriched: Property records Fello found and added to your contacts through public records and property data, in the selected period.
- Moves Detected: Properties with a recent sale in the selected period, a likely sign the owner has moved.
Database Changes Detected
- Properties Listed: Properties listed in the selected period, detected through MLS and public records.
- Properties Sold: Properties sold in the selected period, detected through MLS and public records.
- Properties Purchased: Properties purchased in the selected period, detected through MLS and public records.
- Mortgages or Refinances: Mortgages and refinances filed in the selected period, detected through public records and MLS.
Database Activity
The Database Activity chart plots missing addresses found and extra addresses found over the selected period. Hover any point to see those counts for that period.
Address Enrichment
- Missing Addresses Found: Addresses found for contacts who had no address on file, making them reachable for the first time. Counted for the selected period.
- Extra Addresses Found: Additional addresses found for contacts who already had one on file.
Database Coverage
- Active vs Monitored: The count and percentage of your Active and Monitored contacts. Active contacts are eligible for outreach through Sales Agent or Nurture. Monitored contacts are enriched with data points and watched for signals, but receive no outreach. Learn more about Active vs Monitored contacts.
- Agent Coverage: A breakdown of your contacts by Sales Agent, Nurture, and No agent (monitored or not enrolled), each with a count and percentage. Sales Agent and Nurture only run on Active contacts.
Ownership Matching
- Total Properties: All property records linked to your contacts, across all time.
- Ownership Status: Your contacts grouped by their ownership relationship to a property: Current, Previous, or Unknown.
- Ownership Changes: Properties where ownership shifted in the selected period, based on new public records and MLS data.
Contact Validation
- Email Validation: Email addresses verified for deliverability and bounce risk.
- Phone Validation: Phone numbers checked for line type and reachability.
- DNC Verification: Phone numbers verified against the National Do Not Call Registry. Learn more about DNC registration.