The Chatbot report provides you with a detailed report on the results of your chatbot interactions, per individual user and by entire websites. The Chatbot report gives insight on how your chatbots are interacting with site visitors, whether contacts are being created, and how effective the chatbots are in generating revenue within a given timeframe. This article will provide an overview of the Chatbot report.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
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Sales Managers | ✓ | ||||
Salespersons | |||||
Jr. Salespersons | |||||
Accessing Chatbot Reports
The Chatbot report is one of many available reports in SharpSpring. It can show when and how users are interacting with your chatbots. The Chatbot report is separate from SharpSpring's other reports. |
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Understanding Chatbot Reports
The Chatbot report provides an at-a-glance view of all site visitor interactions with chatbots, as well as how those chatbots are resulting in generated contacts and revenue. This information changes based upon the selected timeframe. The Chatbot report displays the following information: |
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Name |
Description |
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Total Chats with |
The total number of chatbot chats with anonymous leads during a specified period of time, as well as how much that number has increased or decreased. | |||
Total Chats |
The total number of chatbot chats with contacts during a specified period of time, as well as how much that number has increased or decreased. |
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Total Contacts |
The total number of contacts created as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased. |
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Total |
The total number of converted leads as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased. |
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Total Form |
The total number of form fills as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased. |
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Total Revenue |
The total revenue generated as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased. |
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Bot Action |
Shows the rates for which actions were chosen in your chatbot workflows. | |||
Contacts |
Shows the number of contacts created by interacting with your chatbots. | |||
Opportunities |
Shows which of your chatbots are generating the most opportunities as a result of new leads. | |||
Total Chats |
Shows the total number of chatbot interactions on each page where the chatbot is active. | |||
Total Chats |
Shows the total number of chatbot interactions with known leads on each page where the chatbot is active. | |||
Total |
Shows the total number of chatbot interactions for each chatbot during a specified period of time. | |||
Configuring Chatbot Reports
If you have many different chatbots, you may find that it becomes difficult manually searching the available information. To better find the information you are looking for, consider using filters to show only the information you need. With filters, you can display information by:
To configure displayed report information, do the following:
Once you have configured your desired filters, filtered results will display in the information table. |
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Note: When selecting starting and ending dates, click any of the available preset date periods to display information for those periods of time.
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Note: When selecting chatbots or sites, type the name of a chatbot or site to quickly find that information.
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Note: To clear your filter settings, click Reset Filters.
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Scheduling Chatbot Reports
To schedule Chatbot reports and send them via email, do the following:
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Exporting Chatbot Reports
To export Chatbot reports as data files, do the following:
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Exported .CSV files will download automatically to where your computer saves files downloaded from the Internet. Exported .PDF files will either open into a new browser tab or download automatically. For more information on configuring file download settings for web browsers supported by SharpSpring, refer to your web browser's external help documentation. |
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Saving Chatbot Report Copies
Chatbot reports can be saved. However, they are saved as individual copies. These copies display whatever filtered information is displayed in the report. To save configured Chatbot reports, do the following:
Saved report copies become custom reports. They can be customized as needed. |
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Modifying Saved Chatbot Reports
To modify and configure saved Chatbot reports, do the following:
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Saved custom reports can be scheduled from the main toolbar.