September 24th 📊

Well everyone, we did it. CloseBot Analytics is live 🎉

Formerly, business plans selected Job Flows, Seats, Uploads and Message volume to determine plan price... now the only cost variable is message volume. Select your estimated volume and that determines your plan price. No cost on top of that. Even message volume is included at no extra cost unless you go over, triggering optional overage billing.

You are now able to customize the charts you and your clients see by clicking in your sidepanel. This is where the bulk of our recent work went... and you can definitely tell. With 27 new metrics and rapid load times, you'll be amazed at the kind of data you now have access to. For a full breakdown of all of our metrics and an overall summary of how reports are organized, check out these resources HERE.

Personas were always intended to be built for split testing, but that wasn't possible until this update here. You can now set up a Persona split test to see which of 2 personas performs better optimizing for either Sentiment or Lead Score.

Learn how to set up an A/B test HERE. Tip... always be split testing. Test different tone, different AI Providers, etc. You might be surprised what little changes drive a large impact.

Topics are part of the paid version of analytics. CloseBot will start to label topics discussed, allowing you to filter chats by topics and display reports of topics discussed over different time periods and how they relate to customer happiness levels. More about Topics charts HERE.

Sentiment is calculated for every message and displayed on the contact card as long as you have the paid version of analytics. This helps you to quickly identify whether the conversation is going well or not. Click any point on the chart to see that message specifically in the main chat window. You can also create charts to see sentiment trends per channel, per persona, per source and so much more.

Agencies can choose to disable this per source. Disable this per source within the source settings. It's always on for business plans for all sources. More on sentiment scores and settings HERE.

Lead score criteria can be set up per source within the source settings. There are many different things you can use to score a lead positive or negative. In the example below we are scoring positive messages from a lead as +1, negative as -1, page views (via our sales pixes as +1 and booked appointments as +5). Lead scoring is available on the paid analytics plan.

Learn more about lead scoring and ideas on how to chart helpful lead score reports HERE.

Now that we are once again lightning fast at displaying data... it's time to bring back the leaderboard! 👏 See how you rank worldwide, but also how your individual sources rank vs. all other sources compared only to other sources in the same industry vertical.

Say hello to some new outlandish themes that you may find fit your working style better than the 3 existing presets. Forest, brutalism, editorial and system 7. Find these themes by hovering over your account icon the the sidebar.

We appreciate all of your patience over the past year as we all dealt with the slow dashboard. We kept saying we would make it better... and we believe we have done just that. We would love to hear what you think about these updates inside the Community within the Hub!

Next the team will focus on cleaning up any reported bugs found in analytics and then Conversations Page cleanup... specifically in search and filter functionality 🙏