Summary area
The summary area gives a quick snapshot of conversation signals for the selected domain. Depending on available data, it can include:- Total conversations
- Identified people
- High-intent people
- Confusion alerts
- Conversion signals
- Average conversion score
- Average confusion score
- Open knowledge gaps
- Active follow-up items
Overview tab
The Overview tab focuses on broad trends. It can include:- Top Interests: the themes customers ask about most often
- Interest Landscape: a visual breakdown of topic volume
- Emerging Topics: topics rising compared with recent activity
- Customer Sentiment: positive, neutral, and negative session mix
- Benchmarking: comparison against the wider workspace when available
- Anomaly Watchlist: spikes or drops that may need attention
Audience tab
The Audience tab focuses on visitor behavior and intent. It can include:- Conversion intent signals
- Customer segments
- Page Confusion Map
- Competitor Mentions
- Most Asked Questions
- Unanswered Question Clusters
- High-Intent Visitors
Operations tab
The Operations tab helps your team turn insights into follow-up work. It can include:- Action Queue: recommended follow-up items
- Channel Intelligence: comparisons across channels
- Automation Queue: follow-up jobs that have been triggered when available
- Content Drafts: suggested content drafts based on detected gaps or insights
- Daily Digest: short summary of recent movement
- Weekly Insight Report: weekly summary, watchlist, and recommended actions
Visitor detail view
The visitor detail view can show a timeline and related signals for a specific person or visitor identity. Use it to review:- Conversation history
- Segments
- Related pages
- Open recommendations
- Available enrichment details
Recommended review workflow
- Start with the summary area to decide what needs attention.
- Use Overview to understand topic and sentiment movement.
- Use Audience to inspect high-intent visitors, repeated questions, and confusion areas.
- Use Operations to turn reviewed insights into actions or draft content.
- Before adding any draft to Reference Documents, edit it for accuracy and remove sensitive or team note wording.
- Recheck Statistics and Chat History after changes to confirm quality improved.