Every conversation in every chat is kept, with where it happened, how it started, every quick question and card click, and what the visitor bought after it. Two screens read it: Reports, to see what works, and Chat history, to read the conversations themselves.
Where to find it:
Open Chats on the desk's menu bar, then Reports or Chat history. Reports also opens from Reports: what works on the Chats screen, and from the Report link on any chat's card.
The chats covered:
Reports and Chat history cover the Sales Page Chat, the Members Helper, any extra sales chats, and the homepage chat. The homepage chat is a sales chat built into a homepage of its own design, which talks to this desk at /wp-json/asd/v1/sales/chat. For a chat you can put on any page with no building, use the Sales Page Chat under Chats.
Reports: what works:
At the top, Read the conversations opens Chat history, and Check for new sales now looks for sales straight away. Choose the dates (Today, Yesterday, 7 days, 30 days, 90 days, This year, Lifetime, or Custom) and one chat or Every chat.
The numbers across the top:
- Page views with a chat: page loads where the Sales Page Chat or the Members Helper was set to show. Bots and your own visits are left out, and the homepage chat is not included.
- Opened the chat, with the share of page views.
- Conversations, with how many questions were asked.
- Opened a sales page, with how many card clicks there were in all.
- Left their details, with the share of conversations.
- Sales after a chat, with how many buyers.
- Revenue after a chat.
- Per conversation: what one conversation is worth.
From visitor to buyer shows each step as a share: page views, opened the chat, asked a question, opened a sales page, bought. Day by day draws conversations as bars and sales as dots.
The tables:
- Each chat side by side: opened, conversations, opened a sales page, left details, buyers, conversion, revenue and per conversation, so you see which chat earns its place.
- Sales after a chat, newest first: when, who, what they bought, the amount, how we know, which chat and page, and what they first asked. Each row opens the conversation.
- Pages, best earners first: views with a chat, opened, conversations, sales pages opened, details left, buyers and revenue for every page.
- Products the chat recommended: how often each card was shown and opened.
- What people bought after a chat.
- How people started: pressed the chat button, clicked the pop-up message, or opened it from a notification, with buyers and revenue for each. It also says how often the pop-up was shown.
- Quick questions: taps, buyers and revenue for each.
- What people ask first: the most common opening questions, each linked to an example.
- Tracked links: with WP Conversion Tracker on the site, every product card opens through a tracked link, with its clicks, sales and revenue. A switch turns tracked links off so cards open the sales page directly.
How a sale is tied to a chat:
The desk looks for sales in WP Conversion Tracker, in your Mailer's purchase records or the sales this desk receives, and in ResultsAiX Pulse. A sale is tied to the last conversation before it, within 30 days, and counted once:
- Tracked link: they clicked a product card in the chat and bought through it.
- Same email: the buyer's email is the one they left in the chat, or the member who was signed in.
- Same visitor: ResultsAiX Pulse knows the buyer and the visitor who chatted are the same person.
Renewals are not counted, one purchase recorded by two systems is one sale, and anything you buy yourself never counts. The check runs by itself every hour.
Chat history:
Across the top: chats, questions asked, leads, buy clicks, bought after a chat and the revenue, with the products shown most and clicked most. Filter by chat (Every chat, Homepage chat, Sales Page Chat, Members Helper), by dates, and by Bought after or Left their details, and search what was said or an email. Your own tries and Spam appear as filters when there are any.
Each row shows who it was, their first question, where and when it happened, how many questions they asked, the cards they were shown, what they clicked, the lead, what they bought after, and when they were last seen. Tick rows, choose Delete them or Mark as spam under With the ticked chats, and press Apply.
One conversation:
Open a row to see the whole conversation: a person card at the top, the first question, when it started and where, the cards shown, the lead, and Bought after this chat with how the sale was matched. Every message is on the timeline, with whether each answer came from the AI or was picked by keyword. Mark as spam and Delete are at the top; a ticket made from the chat stays when you delete it.
Who it was:
The person card shows their photo, name, email, lifetime value with you, where they are, their device and how many visits. Their tickets and products opens their contact page. With ResultsAiX Pulse, the card opens their full timeline and shows when they are online now. All of this is for you only; a visitor never hears what they spent.
Settings shared by every sales chat:
At the foot of Chat history:
- Test the sales chat: Ask it something the way a visitor would. Read the catalog again first reads your product list before answering. Nothing is saved and it does not count towards the daily limit, but it uses AI credit.
- The homepage chat: Answer the chat on my homepage, Your brand as the chat says it, and Who the chat speaks for.
- Your products, Catalog address: the web address of your product list, a JSON file, read at most once an hour. It is the one list of products, prices and links the chats may use, so the AI can never make up a price. If the address stops answering, the last copy that worked stays in use. Read it again now reads it on the spot.
- Leads, Put new homepage leads on this Mailer list.
- Limits and history: AI answers a day, at most, 300 by default, after which the chats answer by keyword; 0 means no limit. Keep chats for (days): 0 keeps every chat.
Press Save Settings.
Your own tries:
Your testing never bends the numbers. A chat counts as yours when its email belongs to an administrator or your site's admin address, including a + address such as you+test@yoursite.com, when ResultsAiX Pulse knows the browser is yours, or when it was a test in the Chats wizard.
Live chats:
With ResultsAiX Pulse on the same site, Chat history also shows Live chats: the private chats you started from Pulse's live view, with who it was, what was said, whether it is open and whether they asked for you.
Step by step, finding what works:
- Open Chats, Reports.
- Pick 30 days and Every chat.
- Read Each chat side by side to see which chat earns its place.
- Read Pages to see where the chat sells; add the chat to pages like your best ones.
- Read How people started. If the pop-up starts few chats, change its words or its timing.
- Read Quick questions. Replace any that nobody taps with a question from What people ask first.
- Open a few rows under Sales after a chat to read what buyers asked before they bought.
Spam and deleting:
Mark as spam moves a conversation out of every number but keeps it. Delete them removes the ticked conversations for good. Neither touches tickets made from a chat.
Who it was, when nobody left details:
A conversation from a visitor who never gave an email shows as A visitor, with their country and device. If they later buy through a tracked link or with ResultsAiX Pulse recognising them, the sale still ties back to the chat.
A real example:
Over 30 days Yoursite Studio's chats had 46 conversations and 137 questions. Reports showed the Masterclass sales page earned most, Template Pack cards were shown most, and the pop-up message started 11 chats against 35 from the button. Sam opened the sale from Owen Price, read what he asked, and added that question as a quick question.
Good to know:
- Conversations are counted by the day they started; a sale counts when it came within 30 days after one.
- The homepage chat is not in Page views with a chat, because it does not report its page views.
- Revenue after a chat is the amount after anything returned is taken off.
- Each conversation shows its own sales in Chat history, under Bought after.
Using the dates:
Every table on Reports follows the dates and the chat you picked at the top. Chat history has its own date picker, and Reports: what works opens Reports on the same dates.
Tips:
- Look at What people ask first every week. Each common question is a quick question or a help article waiting to be written.
- If the pop-up rarely starts chats, change its words in step 3 of the wizard.