I just started using the AI. It seems like it will help sale conversions. May I suggestion conversion tracking and chat transcript analytics? I feel like if I, as a business owner, can directly corolate sale converstions with what worked, and/or what didn’t it would help immensly. Thank you.
Thank you for your post. I understand that you are looking for a business intelligence/ reporting solution. While it is not possible for now, improved general reporting for tracking sales is something that we are working towards.
For now, I can offer you a workaround for managing Leads:
With the latest update, it is possible for Shortcut actions to assign Tags to conversation/CRM.
Here I have set up a simple shortcut to add tag ‘‘HotLead’’ whenever the user says ‘‘I want to buy a house’’