AI-Based Analytics Configuration
AI-Based Analytics Configuration automatically generates conversation analytics, KPIs, lead scoring rules, and business categories for AI agents. The system analyses the selected industry template and agent behaviour to create ready-to-use analytics configurations with minimal manual effort.
Analytics Configuration Dashboard
The Analytics Configuration dashboard displays all available AI agents and their current analytics setup status. Administrators can quickly identify configured and unconfigured agents from this interface.
- View agent-wise analytics status.
- Track message count and intent rate.
- Monitor active conversation channels.
- Configure or edit analytics settings.
- Monitor AI-generated configuration workflows.
AI-Based Configuration Workflow
The platform provides a guided 3-step analytics setup process consisting of Agent Selection, Industry Selection, and Configuration & Deploy.
- Open Analytics Config from the left sidebar.
- Select an unconfigured AI agent.
- Move to Configuration & Deploy.
- Click Generate with AI.
- The system automatically creates categories, KPIs, lead scoring, and business rules.
- Review generated configurations before deployment.
- Save and deploy the analytics configuration.
Industry Template Selection
Industry templates provide predefined analytics models optimized for different business domains. The system supports 8 templates including E-commerce, Healthcare, Finance, Real Estate, Education, and Automotive industries.
- Pre-configured conversation categories.
- Industry-specific KPIs.
- Lead scoring templates.
- Business category logic.
- Custom template support.
| industry | segment | desc |
|---|---|---|
| E-commerce & Retail | B2C | Online stores, retail, marketplace platforms. 4 Categories • 3 KPIs. |
| SaaS & Technology | B2B | Software companies, tech startups, SaaS platforms. 4 Categories • 3 KPIs. |
| Healthcare & Medical | B2C | Hospitals, clinics, medical practices, health tech. 4 Categories • 3 KPIs. |
| Finance & Banking | B2C | Banks, fintech, insurance, investment platforms. 4 Categories • 3 KPIs. |
| Real Estate | B2C | Property management, real estate agencies, construction. 4 Categories • 3 KPIs. |
| Education & Training | B2C | Schools, universities, online learning, training institutes. 4 Categories • 3 KPIs. |
| Automotive | B2C | Car dealerships, auto services, vehicle manufacturers. 4 Categories • 3 KPIs. |
| Custom Configuration | Custom | Build your own industry-specific template from scratch. |
AI-Generated KPI Configuration
Once AI generation completes, the platform automatically creates business KPIs, conversation categories, and scoring logic tailored to the selected industry.
AI-generated KPIs typically include:
- Appointment or booking KPIs.
- Customer satisfaction metrics.
- Response time tracking.
- Lead qualification scoring.
- Intent conversion monitoring.
Lead Scoring & Business Categories
The AI engine automatically classifies conversations into Hot, Warm, and Cold lead scoring keywords, phrases, and intent analysis.
| tier | desc | examples |
|---|---|---|
| Hot Leads | High purchase or conversion intent. | appointment_booking, urgent_consultation, specialist_referral, buy now, pricing. |
| Warm Leads | Interested prospects with moderate engagement. | symptom_check, medication_inquiry, preventive_care, comparing, demo. |
| Cold Leads | Low engagement or informational conversations. | general_health_info, wellness_tips, just browsing, maybe later. |
| Business Categories | Custom classification groups for reporting. | Appointment Booking, Medical Inquiry, Prescription Refill, Insurance Query. |
Viewing Analytics Reports
Once analytics configuration is deployed, administrators can access detailed performance dashboards directly from the AI Agent card by clicking View Analytics.
The analytics dashboard provides four reporting tabs:
| tab | desc |
|---|---|
| Overview | High-level summary — Total Conversations, Conversion Rate, Avg Response Time, Customer Satisfaction, and Performance Trends. |
| Business Metrics | KPI performance vs. targets, Data Extraction rates per field, and Lead Scoring Distribution (Hot / Warm / Cold). |
| Technical Health | Response time percentiles, System Status (Uptime, Delivery Rate, Error Rate), Error Analysis, and Incomplete Sessions. |
| Custom Analytics | Enhanced Dashboard with real-time KPI cards and KPI Performance Overview (Business Rules + Custom KPIs). |
Overview Analytics Dashboard
The Overview tab provides a top-level summary of agent performance with key metric cards and a date-range Performance Trends chart.
Business Metrics Dashboard
Business Metrics shows AI-generated KPI performance against targets, data extraction success per field, and the distribution of Hot, Warm, and Cold leads as a chart.
Technical Health Dashboard
Technical Health monitors system-level reliability including response time percentiles, delivery rates, error rates, and incomplete session counts.
Custom Analytics Dashboard
The Custom Analytics tab shows the Enhanced Analytics Dashboard with real-time KPI cards generated from your Business Rules and Custom KPIs. Each card displays the current value vs. target with a color-coded status — On Track, At Risk, or Needs Focus.
Best Practices
- Review AI-generated KPIs before deployment.
- Customize categories for business-specific use cases.
- Monitor lead scoring performance regularly.
- Use industry templates as a starting point.
- Regenerate configurations carefully to avoid overwriting custom rules.
Conclusion
AI-Based Analytics Configuration provides a fast and scalable way to enable business intelligence for conversational AI agents. By automatically generating KPIs, lead scoring logic, extraction categories, and reporting dashboards, organizations can deploy advanced analytics with minimal setup effort.