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Dashboard Analytics

The analytics area covers session counts, conversation activity, leads, handoffs, ROI assumptions, CRM outcomes, and shared reporting.

What you can measure​

  • Sessions and message volume
  • Leads captured
  • Human handoffs
  • High-intent or outcome-tagged activity
  • ROI assumptions applied to operational events
  • Influenced pipeline and influenced closed-won revenue
  • Report snapshots shared with stakeholders

Core analytics surfaces​

Overview dashboard​

The main dashboard highlights current performance, recent sessions, notifications, and operating tasks that need attention.

Sessions​

Use the sessions area to review:

  • Full transcripts
  • Flags and review status
  • Per-session timing and message counts
  • Exported CSV or JSON history

Leads​

Track captured leads and connect them back to the session that created them. Lead analytics pair well with ROI assumptions and CRM attribution.

Handoffs​

Measure:

  • Queue volume
  • First-response pressure
  • Resolution timing
  • The topics most likely to need human takeover

ROI modeling​

Per website, you can assign expected values for events such as:

  • Leads
  • Meetings booked
  • Support resolutions
  • High-intent sessions
  • Handoffs

These assumptions power outcome summaries inside analytics.

CRM attribution​

If CRM attribution is configured, analytics also show:

  • Open pipeline
  • Influenced pipeline
  • Closed won revenue
  • Influenced closed won revenue
  • Synced opportunities and top influenced deals

See Revenue Attribution.

Shared reports​

You can freeze the current analytics view into a shareable report link. Each shared report stores the exact snapshot at creation time. The snapshot does not change later.

Using analytics to improve the system​

Use the analytics surface to:

  1. Find the questions and flows that cause handoffs.
  2. Add or improve knowledge sources for recurring gaps.
  3. Run retrieval evals before publishing high-risk changes.
  4. Compare rollout candidates before moving traffic.
  5. Tie operational activity back to influenced revenue.

Accessing Analytics​

Navigate to Analytics from the dashboard sidebar.

Related docs: