Measuring first results

Choose a period

Open Intelligence and select 7, 30 or 90 days. Use a period that contains enough interaction to avoid overinterpreting a few isolated cases.

Read in the right order

1. Control the volume of interactions.
2. Watch the leads, opportunities, appointments, sales and revenues assigned.
3. Read the funnel to spot the main break.
4. Separate direct, assisted and unknown attribution.
5. See trends, anomalies and recommendations.
6. Check knowledge gaps.

Take action

Choose one or two corrections: enrich a resource, simplify a form, move an CTA or adjust a workflow. Measure again over a comparable period.

Compare amounts and status with CRM, shop or source system. ELChat helps explain the contribution of interactions, but does not replace these registers.