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How to interpret AI Sales Chat reports

AI Sales Chat – how to read reports and what to optimise to boost sales

Written by Łukasz Hardek
Updated today

Reports are the only objective source of information on how the chatbot is performing for your shop. Without reviewing them regularly, you won’t know what’s working and what needs improving. In this article, we explain what each metric means and what actions you should take based on it.

Where can you find the reports?

Go to: Reports → AI Agent

Metrics and what to do with them

Number of conversations

How many times customers initiated a chat conversation during a given period.

What this means:

  • A low number of conversations with high website traffic = the chat is not very visible or the welcome bubbles do not encourage clicks

  • A rising number of conversations = a good sign; the widget is being noticed

What to do:

  • If there are few conversions – go back to the widget settings, check auto-open and the content of the welcome bubbles

  • Compare desktop vs. mobile results to see where there is room for improvement

Number of messages

Average number of messages per conversation.

What this means:

  • Very short conversations (1–2 messages) may indicate that the chat isn’t providing satisfactory answers and the customer is giving up

  • Longer conversations (5+) are a sign that the customer is engaged and actively looking for a product

What to do:

  • Review the transcripts of short conversations in the Inbox – check which questions the chat ‘fails’ on

  • Add the missing information to the knowledge base

Clicks on product recommendations

How many times customers clicked on a product suggested by the chatbot.

What this means:

  • This is a key indicator of the accuracy of recommendations

  • Low click-through rate = the chatbot recommends products that do not meet customers’ needs

What to do:

  • Enrich product descriptions in the feed – particularly attributes (purpose, size, material)

  • Add guides to the knowledge base to help match products to needs

Escalations to a human

How many times a customer has requested to speak to a consultant.

What this means:

  • A high number of escalations regarding after-sales issues (returns, complaints) = it is worth adding this information to the knowledge base

  • Escalations regarding product-related issues = the chatbot is struggling with this category

What to do:

  • Check which conversations result in escalations

  • Add the relevant documents to the knowledge base

Generated orders and revenue

Orders and revenue that can be attributed to chat conversations.

What this means:

  • A direct ROI metric from the tool

  • Allows you to compare the effectiveness of chat with other channels

What to do:

  • Track the trend month-on-month

  • If conversions are low despite a high number of conversations – check whether the chat is offering products available in stock

How often should you check the reports?

Stage

Frequency

First 4 weeks after launch

Every 2–3 days

Stable operation

Once a week

Campaign periods (Black Friday, Christmas)

Daily

Signs that something needs improving

  • Conversion rates are falling despite steady traffic → check the widget’s visibility

  • Short conversations, few clicks → update the knowledge base

  • Many escalations → add answers to the most frequently asked questions to the knowledge base

  • No orders being generated → check the product feed

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