Sofia Reporting
Automated quarterly reports that show each client what their employees are asking Sofia, the AI benefits assistant.
From a linguist’s charts to a product.
Sofia began sending quarterly reports to every client in 2021, giving them specific insight into the questions their employees ask.
Our computational linguist had started pulling these data points into matplotlib. Once I saw the potential for a reporting dashboard, I designed and built the front end, and worked with an engineer to build a reporting tool on AWS that aggregates the data into the HTML and auto-generates a PDF for email delivery.
Each client can configure the report, and the layout adapts to the content that applies to them, all fully automated. The roadmap added wellness-program engagement and third-party activation paths like EAP, smoking cessation and vaccine tracking, on the way to a tiered, stand-alone reporting dashboard.
Sofia’s full story, from a chatbot users called “dated, flat, clunky” to 82% chat resolution, is in the main case study.
Sofia AI & MyChoice case study →