Sales reports help you understand how chats contribute to revenue. They display the number of orders placed, their total value, and the time it took customers to complete a purchase after initiating a chat.
There are two sales reports available:
All Sales
AI agent Sales
Both reports share the same structure, filters, and breakdowns, but differ in the inclusion of specific chats and agents.
If you don’t see the All Sales or AI agent Sales report, check that your ecommerce integration is properly configured. If you’re using Shopify, see the guide on connecting the website widget.
All Sales report
The All Sales report displays the number and value of sales made during a chat or within 30 days after a chat, regardless of whether the conversation was handled by a human agent or an AI agent.
What data is included
Sales made during a chat or up to 30 days after a chat
Order data is synced once per day
Order values are displayed in the selected currency
Currency conversions use exchange rates from the given day
Filters
You can narrow down the report using the following filters:
Date - Select the time period you want to analyze.
Currency - Choose the currency in which order values are displayed. Available currencies depend on the orders from the selected time period.
Sale timing
During chat
After chat
Team - View sales associated with specific teams.
Breakdown
The report can be broken down by day, showing the following metrics:
Total value — The combined value of all orders
Total orders — The number of orders placed
Average time to order — The average time it took for customers to place an order after starting a chat
Top orders
Below the chart, you’ll find a list of top orders, with the following columns:
Order ID
Order value - The order value is calculated in the selected currency. Any other currency is converted using exchange rates from the given day.
Time to order - The time between when the chat started and when the order was placed.
Action - Quick access to order-related actions.
AI agent Sales report
The AI agent Sales report focuses specifically on sales generated by AI agents. It shows the number and value of sales made within 30 days after a chat handled by an AI agent.
What data is included
Sales attributed to AI agent conversations
Orders placed during a chat or up to 30 days after a chat
Order data is synced once per day
Order values are displayed in the selected currency
Currency conversions use exchange rates from the given day
Filters
The same filters are available as in the All Sales report:
Date - Select the reporting period.
Currency - Choose the currency for displaying order values. Available currencies depend on orders from the selected period.
Sale timing
During chat
After chat
Team - Filter results by team.
Breakdown
The breakdown is shown by day, with the following metrics:
Total value
Total orders
Average time to order
These metrics help you understand how effectively AI agents contribute to sales and how quickly customers convert after interacting with them.
Top orders
The Top orders section includes:
Order ID
Order value - Displayed in the selected currency, with conversions based on the exchange rate from the given day.
Time to order - The time between chat start and order placement.
Action - Access relevant order actions.
When to use each report
Use All Sales to get a complete overview of how chats (human and AI) drive revenue.
Utilize AI agent Sales to assess the direct sales impact of your AI agents and refine their performance.
Questions?
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