Reporting Recipe: Track AnswersIQ™ Usage

AnswersIQ™ is a great way to lower the number of Leads to Review that require manual intervention from a human team member. It can also help focus your team’s time by allowing them to concentrate on the booked meetings and not have to worry about leads that ask some of your most common questions. However, once you turn this feature on, how do you track its usage?

With this custom report recipe, you can set up a query in your profile that will allow you to quickly view a set of metrics on AnswersIQ usage, providing deeper insights into how this tool performs, and see how many leads received an “AnswersIQ” response. This recipe also includes data on questions your assistant successfully matched with an AnswersIQ fact, those that couldn’t be matched, and the total number of unique leads who asked a question so you can understand the current impact, and identify optimization opportunities. You can then download that data and share it with your team or your stakeholders to highlight the behind-the-scenes work that your assistant does for your company, everyday.

What You’ll Need

• Access to Conversica reports.
  • Admins, managers, or users with manager permissions, have access to reporting in the Conversica Dashboard.

Familiarity with creating custom reports. For more information on this process, please read Creating Custom Reports in our Help Center.

How to Create the Report

1. From the Conversica dashboard, select Reporting > Create New Custom Report.
2. Ensure the Date Range Type is set to Submitted Date.
3. Set the Date Range to whatever time frame you want to analyze (Last 7 Days, Last 30 Days, All-Time, etc.)
   1. Or select a Custom Date Range.
      1. Click the Date Range picklist.
      2. Select Custom Date Range.
      3. Enter the desired Start Date.
      4. Enter the desired End Date.
4. Optional: If you want to see how many leads were messaged with AnswersIQ by Conversation or Contact List, you may choose to further customize your report by enabling the Breakdown By: option. However, you can also run this report with Breakdown By: None which is the default.
5. Click Metrics and from the drop-down select the following:
   • Answers sent
   • Leads with questions
   • Matched questions
   • Unmatched questions
6. Click Apply

How to Review the Report

Once you’ve applied your custom settings, you should see a bar chart with your total number of Submitted Leads during the specific time frame, and how many of those received an AnswersIQ response. 

You will then have the option to download the chart, export the data to a .csv spreadsheet, or “view” the applicable leads in the given category within the Lead Manager.

Value of Each Metric

• Answers sent → See the impact of AnswersIQ™ by viewing the number of answers sent to leads. Click to view leads where answers were sent so you can see real conversation exchanges where AnswersIQ™ was used.
• Leads with questions → Understand how many unique leads are asking questions.
• Matched questions → Validate your fact base by understanding which questions your assistant can generate an answer for successfully. 
• Unmatched questions → Uncover areas of opportunity to enhance your fact base by crafting new facts, or updating existing facts with additional queries based on the unmatched questions.

Once you have the report set with the desired filters, we encourage you to save this as a New Custom Report, so you can revisit it at any time. Additionally, should you wish to make changes to this custom report and create a new saved report, this is also possible. If you need more support on our Custom Reporting tool, please see our Help Center article on Saving and Sharing Custom Reports.

Suggested Frequency to Run this Report

• Within the first 30 days of activating a new fact.
• Any time you are curious about how AnswersIQ is working for you and want to see how many leads your assistant has messaged with your custom answers.

Definitions

Additional Resources

To learn more about the available reports and how to use them to your benefit, check out this related article:

For an overview of the available reports, check out our Reporting article.