Reports

This article will review the reports we offer.

Our reporting services are a valuable asset to the community, offering practical insights and tools for data-driven decision-making. Our reports provide a comprehensive overview of chatbot interactions, shedding light on the frequency of engagements. Each report will be readily downloadable in various formats.

This article will review the following reports:

Review Report
Prospect List
UTM
Data Marketing

Review Report

The Review Report is our most popular report, providing insights into the effectiveness of marketing strategies and audience behavior. It helps measure performance by tracking various aspects, such as interactions, conversations, responses, leads, and appointments on the chatbot.

In the Dashboard, in the left-hand menu select REPORTS --> REVIEW REPORTS
Select the company, date(s), and property(s) that you would like to include, and simply click on the "Generate Report" to view the data.
At the bottom of this report, there is a legend with all the information that is on the report.

Prospect List
The Prospect List Report is the perfect place to find all the prospects that have been generated through the bot. To run this report, filter by company, date, skill (chat or nurture), communication type, and status.
After selecting the information, the results will be conveniently displayed below. This will provide all the necessary details about the prospects, including their names, the type of contact they left, their contact information, any notes, the message they left, and the date it was generated.

prospect list 2

UTM (Urchin Tracking Module)

If a user comes from a UTM source (such as Facebook) and engages with the bot, we track the greetings, conversations, leads, and appointments they make. In the UTM report, you can review the user's source (listed under the UTM Source column) and their actions on the bot.
To generate the report, simply select the desired company, date, utm_source, and properties. Once these selections have been made, the data will be conveniently displayed below.

utm2

Columns explanation:

Property Name - Name of the property for which the report is run
UTM Source - Unique UTM source tracked.
Integration Key - The unique integration key for the bot integration, if any.
UTM Grt - Total greetings the bot had with prospective renters tracked with a UTM code
G2C% - UTM Grt. vs. Tot. Grt.
UTM Conv - Total conversations the bot had with prospect tracked with a UTM code
C2H% - UTM Conv. vs. Tot. Conv.
UTM Handoffs - Total Handoffs generated tracked with a UTM code
H2A% - UTM Handoffs vs. Tot. Handoffs
UTM Appointments - Total number of appointments scheduled with a UTM code
In-Person - In-Person appointments scheduled
Phone - Phone appointments scheduled
Self - Self-Guided appointments scheduled
Live - Live-video appointments scheduled

Data Marketing

The Data Marketing report is used to track the impact of online marketing efforts. For instance, Data Marketing allows us to discover interactions, the total number of conversations (business hours, after hours), greetings, leads, visits, clicks on each intent on the bot, and more.

data marketing 1

data marketing