This guide explains how to navigate the My Customer Organizations tab on the Organizations page. This tab serves as the central hub for managing all your customer AI Employee organizations, providing a comprehensive overview of each agent's status, performance metrics, and operational details.
What is an organization?
In Newo.ai, an organization represents a business entity — such as a restaurant, dental office, or home-services company — that owns one or more AI Employees. The My Customer Organizations tab lists every organization with an AI Employee that you have permissions to access. Each row represents a distinct AI Employee for a specific business location.
Access My Customer Organizations
Go to
portal.newo.aiand log in with your email address and 6-digit verification codeClick the My Customer Organizations tab on the Organizations page.
Default columns
The following columns are visible by default:
Column | Description |
Organization Idn | Unique identifier for the organization (e.g., |
Organization name | Name of the business (e.g., Bevri). |
Stage | Current lifecycle status of the AI Employee. Options: |
Created At | Date and timestamp of agent creation. |
Conversation Score | A conversation quality percentage. Higher percentage = higher conversation quality. |
Lead Success Score | Percentage metric evaluating the quality of leads captured by the agent. |
AI Phone Number | Direct phone number assigned to the AI Employee. |
Last Conversation | Time elapsed since the most recent interaction (e.g., "6 months ago"). |
Account Role | Your permission level for this organization (e.g., Owner). |
Comment | Any notes added to the organization record. |
Additional columns
Click Columns to show or hide additional data points that are hidden by default. The following columns are available:
Column | Description |
Status | Current status of the account (e.g., Temporal, Permanent). If a payment method has not been added to the account, it is considered Temporal. |
Projects | List of projects (i.e., modules like the outbound or lead nurture features) associated with the organization. |
Owners | List of owner emails for the organization. |
Technical Owners | List of technical owner emails for the organization. |
Account Managers | List of account manager emails for the organization. |
Account Role | Your permission level for this organization (e.g., Owner). |
Session Count | Total number of interaction sessions. |
Latest Flow Publication | Timestamp of the last flow update. |
AI SMS Number | Number used for SMS interactions. |
Locations Count | Number of locations associated with the organization. |
Referrals | List of referrals associated with the organization. |
Signup Phone | Phone number used for signup interactions. |
AI Chat Links | Links to AI chat interfaces for the organization. |
Promo Code | Promotional code associated with the organization. |
Query Parameters | Technical tracking field. |
Filter organizations
Click Filters to narrow the list using any combination of the following criteria:
Filter | Description |
Status |
|
Project Stage | Any lifecycle stage: Lead, Opportunity, Development, Trial Hypercare, Production, On Hold, Cancelled, Archived, Duplicate. |
Owner / Technical Owner / Account Manager | Search by email address. |
Referral | Filter by referral code. |
Project Idn / Version | Filter by organization identifier or version number. |
Adjust the metrics period
Metrics on the My Customer Organizations page default to the last 30 days. To change the reporting window:
Click Metrics Period at the top of the page.
Select a preset range (e.g., Last 24 hours, Last 7 days, Last 30 days) or set a custom date range.
Click Apply.
All metric values on the page update to reflect the selected period.
Export a session report
Set the desired metrics period using the process above.
Click Export Session Report.
Check your email for the generated CSV file.
The exported CSV includes the following columns: Date/Time, Session Type, Is Lead, Is Opportunity, Is Test, Contact, Contact Information, External ID, Summary, Lead Value, ASR, Conversation Rate, ASR Recognition, Auto Assessment, Human Assessment, Conversation Quality, Working Hours, Comment, Channel, Actual Result, Expected Result, Agent IDN, Units, Integration
View agent details
Click the three-dot icon (⋮) in the Actions column for any organization to open the agent details side panel. The panel allows you to change the agent's stage, number of locations, or add a billing email and comments. There is also an AI Chat Widget script that can be copied and shared with the customer to embed the AI Employee chat interface on their website.
Access the Customer Portal
To open the Customer Portal dashboard for a specific AI Employee:
Locate the organization on the My Customer Organizations page.
Click Customer Portal in the Actions column.
Example: Find a new restaurant agent
Suppose you have just created an AI Employee for a restaurant called "Sunrise Bistro" using the 1-Click Builder. Here is how you would find it:
Log in to
portal.newo.aiand click the My Customer Organizations tab. The new entry "Sunrise Bistro" appears with a stage ofLeadand a status ofTEMPORAL.Once the customer adds a payment method, the Status field automatically changes from
TEMPORALtoPERMANENT.Click Customer Portal in the Actions column to open the Customer Portal to access the dashboard, review conversations, or adjust settings.
After a week of live conversations, adjust the metrics period to Last 7 days and click Apply to review the agent's Lead Score and Conversations Success Score.
Click Export Session Report to generate a CSV of all sessions for the period and share it with the customer or for internal analysis.