Key Metrics
The four headline KPI cards at the top of the dashboard give you an instant read on performance:Conversations
The number of AI chat sessions started within your selected time range. Includes a % change indicator comparing the current period to the previous equivalent period.
Meetings
Calendar bookings completed through the AI agent. Includes a % change indicator so you can track momentum week-over-week or month-over-month.
Meetings / 100 Conversations
The share of conversations that result in a booked meeting — calculated as
meetings ÷ conversations × 100. This is the core efficiency metric for your inbound funnel.Pipeline Value
Estimated deal value from leads captured in the period, based on your configured average deal size. Gives you a revenue-level view of inbound performance.
Time Range Selector
Use the range selector at the top of the dashboard to adjust the reporting window. All metrics, charts, and top-page rankings update instantly when you switch ranges.| Option | What it shows |
|---|---|
| Today (24h) | Activity in the last 24 hours — useful for monitoring after a launch or campaign |
| 7 days | Rolling 7-day window — good for weekly standups |
| 30 days | Rolling 30-day window — the default view for monthly reporting |
| 90 days | Rolling 90-day window — useful for quarterly trend analysis |
Conversation Funnel
The funnel chart shows where engaged conversations go after a visitor starts a chat:Engaged in chat
The total number of visitors who opened and interacted with the AI agent. This is the top of your inbound funnel.
Qualified
Visitors who met your ICP criteria based on the agent’s qualification logic — typically role, company size, use case fit, and intent signals.
Conversation Trends
The Conversation volume and Leads captured area charts visualise daily counts over your selected time range. Use these to:- Spot the days or periods with the highest inbound activity
- Correlate traffic spikes with campaigns, blog posts, or PR coverage
- Identify any drops that might indicate the agent script needs tuning
Top Pages
The Top pages triggering chats panel lists the pages on your site that generate the most AI agent conversations, ranked by chat count. Each row shows the page path and a relative bar indicating volume compared to your highest-traffic page.Intent Breakdown
The Visitor intent panel breaks down your leads into three buckets based on their calculated intent score:| Band | Score range | What it means |
|---|---|---|
| High | ≥ 70 | Strong buying signals — pricing page viewed, demo page visited, multiple sessions |
| Medium | 40–69 | Evaluating actively but not yet ready to book — worth nurturing |
| Low | < 40 | Early-stage research — typically not worth immediate SDR time |
Intent scores are calculated from a combination of page behavior, conversation content, session frequency, and third-party enrichment signals. Scores update after each session.
Traffic Identifiability
The Traffic identifiability panel shows how much of your visitor traffic ClientX can resolve:- Resolved to company — visitors whose IP matched a known B2B company in the identification database
- Person identified — visitors where multiple signals (form submission, return visit, LinkedIn match) allowed ClientX to identify the specific individual
- Unidentifiable — visitors on residential ISPs, mobile networks, or anonymizing proxies that cannot be matched
Exporting Data
You can export the full analytics dataset for your selected range to CSV at any time.Select your time range
Use the range selector (Today / 7 days / 30 days / 90 days) to define the period you want to export.
Click Export CSV
Click the Export CSV button in the top-right of the Analytics page. The button is disabled until data has loaded.