01
Step 1
Key metrics
Dashboard → Analytics shows chats handled, AI vs human ratio, leads qualified, bookings captured, and estimated recovered revenue.
- First response time — target under 3 seconds with AI
- Qualification rate — % of chats tagged Hot or Warm
- Close rate — visits booked, orders placed, or callbacks set
02
Step 2
Improve weak replies
Review conversations where customers asked for a human or dropped off. Add missing FAQs to your knowledge base and tighten escalation rules.
03
Step 3
Export and reporting
Export lead lists and conversation summaries as CSV. Enterprise plans include scheduled email reports and API access to analytics endpoints.