New: chat buttons, personal links and quote requests are live

Chats report

Reporting → Chats: how many visitors saw the opening and chatted, how chats start, what visitors ask about, how far along they are, how your agent did, and chats worth reading.

The Chats report answers what visitors ask and whether your agent helps: from the opening to the chat, the topics, and how each chat went.

The Chats report in the Evolve & Co. demo: Openings shown, Chats, Chat rate, Messages per chat and Asked for a person, Chats over time, From opening to chat and How chats start.

  1. Open the report

    Open Reporting in the sidebar and select Chats. It opens on Last 30 days; change the range, filter or view at the top as on every report. See Understand your results in Reporting.

    The Reporting group in the sidebar with Chats highlighted.

  2. Read the numbers

    Openings shown counts visitors who saw the opening message. Chats and Chat rate count visitors who started a chat. Messages per chat is the average number of messages visitors sent, and Asked for a person counts chats where the visitor asked for your team.

    The Chats numbers: Openings shown, Chats, Chat rate, Messages per chat and Asked for a person.

  3. Follow visitors from the opening to a chat

    From opening to chat shows how many visitors saw the opening, clicked it, then chatted. How chats start splits what visitors did with the opening (clicked it, closed it or left it) and where chats began: the opening, a chat button or the chat launcher.

    From opening to chat: Saw the opening, Clicked it and Chatted, each with its share of the step before.

  4. See what visitors ask about

    What visitors ask about groups chats by topic, with how many went unanswered and how many led to a meeting. All chats opens Chats.

    What visitors ask about: Results and fit, Pricing, Growth strategy, Early stage fit, Agency collaboration and Compliance, with chats, unanswered and meetings.

  5. See how far along visitors are

    How far along visitors are splits chats by buying stage: Browsing, Researching, Comparing options, Ready to buy, Already a customer or Unclear.

    How far along visitors are: graded chats by buying stage.

  6. Check how your agent did

    How the agent did shows how often it Understood the visitor, the Average fit and Meeting intent out of 10, and Questions not answered. Why chats fell short lists what got in the way of a meeting, with Chats to review.

    How the agent did: Understood the visitor, Average fit, Meeting intent and Questions not answered.

  7. Read the chats worth reading

    Chats worth reading picks the chats to open first: visitors who asked for a person, then meetings, details left, unanswered questions and strong fits. Select a row to open the chat.

    Chats worth reading: the visitor’s first message and why the chat is worth reading.

Good to know

  • Topics, buying stage, fit and intent come from AI grades of each chat. Use them to find chats worth reading, then read the conversation before acting.
  • Meeting intent is how keen visitors were to meet, as graded. It isn’t a booking.

Help topics

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