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Analytical Hub Read how your pipeline is moving, find an AI agent that has gone quiet, and measure what your marketing spend returns. Find it: Main Menu > Analytical Hub. in the left sidebar — visible to admins and procurement Before you start: An admin or procurement role — the hub is not visible to agents. Processed leads in the period you are looking at. Ad spend entered, if you want cost-per-lead and return on ad spend rather than volume alone.
Read the funnel The money flow, top to bottom. Pick a period 7 days, 30 days, 90 days, or quarter-to-date. The KPI tiles and the funnel recalculate for that period. Read the drop-off between stages Sessions received → Leads → Qualified → Procured (or Included) → Value. Click a tile or stage to work those leads The Clearing Pool opens filtered to exactly what it counted. Your plan Fourth stage KPI tile Pay-per-lead Procured — leads you bought, and the share of qualified leads that came to. Lead spend — the fees you paid. Subscription Included — the leads your plan covered, the same ones itemised on your invoice. Lead value — what those leads priced at, since the fee figure is always zero. The agent scorecard, the marketing table and the lines-of-business table follow the same rule, so a word means the same thing on every card.
Find an agent that has gone quiet The scorecard — per agent, per placement. Sort the scorecard's last-lead column quietest first It shows when each placement last sent you a lead — “today”, “yesterday”, “20d ago” — and on how many separate days it produced anything. Click the row to see its leads The Clearing Pool opens with the agent's name in the search box and the quality floor dropped to zero, so nothing it produced is hidden by a setting left over from another task. Not listed? Widen the period An agent appears only because it produced a lead in the period you picked. “Quiet” and “broken” look the same here The column counts leads produced , not conversations attempted. An agent whose integration broke, still starting conversations every day, reads exactly like one that was switched off. Check with whoever runs it before assuming it was removed.
Is the marketing money working? The one number you supply. Enter what you spent per channel Cost-per-lead and return on ad spend appear for each channel. Connect a CRM for realizable value Without one, pipeline value reflects the budgets buyers stated. With one, the hub uses realizable value and net ROI from your own close rates — see CRM Insights . The hub caps the few most extreme stated budgets before totalling and says how many it capped, so one conversation cannot move the headline by a third. A channel with spend saved and no leads in the period still appears, and its money counts in your totals.
Running more than one line of business One funnel across two different businesses describes neither. Start from the portfolio With more than one line, the default view shows whole-workspace counts and a sortable table with one row per line — leads, qualified rate beside the bar it was measured against, what it procured, the budget in that line's own units, and whether it has CRM history. Pick a line above the KPI tiles, or click its row The funnel, KPI tiles, quality panel, conversation figures, momentum chart, agent scorecard and tag mix switch to that line. Each row's Leads button opens that whole line in the Clearing Pool without changing which line this page shows. Lead scores are calibrated per line: a 70 in one line and a 70 in another do not mean the same thing, so rank leads within a line, never across lines. Workspaces that sell one thing see none of this. You'll know it worked: The KPI tiles show numbers for the period you picked and the funnel shows the drop-off between stages. Clicking a tile lands you in the Clearing Pool filtered to exactly what the tile counted — if it does not, the tile and the pool disagree and that is worth reporting. An agent has no row It produced no lead in the period. Widen the range. Past about a quarter, older leads are cleared by your retention settings, so an agent quiet for longer cannot be shown at all. Return on ad spend is blank Your lines measure value in different units (a purchase price and a monthly premium cannot be added). Cost per lead is unaffected. Picking a line does not fill it in either: your spend covers every line's leads. The card says so where the figure would be. Talk time says 2 of 5 timed, or no lengths recorded Your AI agent does not always send the conversation length — a recommended field, not a required one. Ask whoever builds it to send it; the developer documentation lists it as expected. Three panels are missing What they're shopping for, who they are and what your CRM says appear once you select a line — each describes one line in its own vocabulary. A line has conversations but no leads The page names the reason — still processing, or did not finish. Zeros there mean nothing to measure yet. Reading the cards: definitions and caveats Sessions vs. meaningful conversations. A session is any time an agent is engaged. Anything over a set number of seconds — 20 by default, and shown on the page so you see the figure in force (set per line of business) — counts as a meaningful conversation; shorter ones rarely carry enough to become a lead. That mark classifies conversations; it is not a billing rule . You are billed for leads that clear the quality gates, never for sessions. Agent scorecard. Each row shows leads and buyers produced, value, meaningful conversations (total sessions smaller beneath), and talk time in hours and minutes with an average. Rows are split by placement — the site the agent is embedded on — and carry its embed ID. Time says what it measured: 2 of 5 timed means the figures cover two of five conversations. Several embeds of the same agent on the same website share one row labelled with the embed count, so one going quiet can be hidden by another. Clicking an agent that runs on more than one website brings back all of its sites at once, while this scorecard counts each site as its own row; the pool says so when it happens. If a period holds more activity than the page can load, a notice says so and the active-day count shows ≥ ; the last-lead date is always exact. How to read these figures. One line near the top lists whatever caveat applies to the range — a capped window (a single line's figures are then a minimum), budgets in more than one currency, too few leads for percentages to be worth reading. Open it for the full explanation. Lines of business. A lead is qualified only if it clears its own line's quality bar, and budgets mean different things per line, so counts add up while rates and budgets are shown per line with their scale. Sessions do not split cleanly by line: a conversation that never became a lead belongs to none, so per-line session counts sum to less than the total. Marketing efficiency stays whole-workspace and labels itself, because nothing links a campaign to a line — splitting it would divide one line's leads by every line's spend. Questions a line never asks are not answered: the financial-credibility rows (pre-approved, cash buyer) are mortgage questions and do not appear for insurance, rather than reading zero. What your CRM says. With a CRM connected, one card per line reads your closed deals: close rate, average and median deal size, how long a deal takes, why you lose, where open deals stand, and close rate by lead source, deal type and deal size. Anything the card cannot compute it names, with whether to fill it in on your side or your CRM does not report it; the connection form lists what each CRM can and cannot tell you before you connect. Every figure is badged with a confidence level and the deal count behind it; realizable value carries the same note. What they're shopping for. What leads ask for in your line's own terms — product type, coverage reason and term length for insurance; asset class, use and property type for real estate. Fixed lists get a full breakdown; free text or stated figures get a count of leads that mentioned it. A row reading not stated by any lead in this range is a real answer. Who's in the pipeline. Customer journey (browsing to ready to transact); contact on file (phone or email left, and verified reachable); where they are from, shown as e.g. Florida (US); intent mix plus budget-stated, pre-approved and cash-buyer share. Every trait is captured in conversation and vetted before a lead is priced. What was filtered out. The Quality panel breaks down what was removed before it could become a billable lead — sessions under 20 seconds, integrity and fraud gates, unreachable contacts. None of it reaches your pipeline or your bill.