display-chart-upAnalytics Overview

Get a complete overview of how your bots are performing across messages, leads, engagement, and conversations.

Analytics Overview

The Analytics section in BotPenguin gives you a complete view of how your bots are performing across messages, leads, engagement, and conversations. This dashboard helps you measure effectiveness, track growth, and make data‑driven decisions.


πŸ“ Accessing Analytics

  1. Log in to your BotPenguin Dashboard

  2. From the left navigation menu, click Analytics

  3. You’ll land on the Overview tab by default


πŸ“Š Analytics Tabs Explained

The Analytics section is divided into multiple tabs for detailed insights:

  • Overview – High‑level performance metrics

  • ChatBot Engagement – User interaction and engagement data

  • Live Chat – Live agent and chat activity metrics

  • AI Analytics – AI performance and intent handling

  • ChatFlows – Flow‑wise performance tracking

  • Voice – Voice bot usage and analytics


🧩 Overview Tab Breakdown

1. Key Metrics Cards

At the top of the screen, you’ll see summary cards displaying:

  • Messages – Total number of messages exchanged between users and bots

Clicking on the Messages KPI redirects you to the Inbox β†’ Chats screen, where you can see the individual conversations that make up this metric.

Inbox Table Columns Explained

  • Visitor Name – Name of the visitor or NA if not captured

  • Channel Indicator – Platform icon showing where the conversation happened (Website, WhatsApp, Voice, etc.)

  • Email – Visitor email address if available

  • Phone Number – Captured phone number (clickable for quick actions)

  • Bot Name – Bot that handled the conversation (e.g., Deepak Test, Bot 14, Voice Agent)

  • Assigned To – Agent or role assigned to the conversation (Developer, Assign)

  • Status – Current conversation status (Open / Closed)

  • Tag – Tags applied to the conversation for categorization

  • Location – Visitor location (e.g., Noida, UP, India or NA)

Available Actions on Inbox Screen

  • πŸ”Ž Search chats by name, email, or phone number

  • 🎯 Filter conversations using advanced filters

  • πŸ‘€ Assign conversations to agents or teams

  • πŸ”„ Change Status (Open / Closed)

  • 🏷 Add or update Tags

  • ⬇️ Download conversation data

This drill‑down view helps you validate analytics data by reviewing actual user conversations.

  • Leads – Total leads captured by bots

These metrics give you a quick snapshot of overall bot activity.

When you click on the Leads KPI on the Analytics Overview screen, you are redirected to Inbox β†’ Contacts. This screen displays all contacts that have been captured as leads through chatbot interactions.

Contacts Screen Overview

The Contacts view allows you to manage, assign, and organize leads generated by your bots across channels.

Contacts Table Columns Explained

  • Visitor Name – Name of the contact or NA if not provided

  • Channel Icon – Platform from which the lead originated (WhatsApp, Website, Instagram, etc.)

  • Email – Email address captured during the conversation

  • Phone Number – Contact’s phone number (clickable for quick actions)

  • Assigned To – Agent or team member assigned to manage the lead

  • Group – Group assigned for segmentation and targeting

  • Status – Current status of the lead (Open / Closed)

  • Tag – Tags applied for categorization and filtering

  • Actions – Quick actions such as calling the contact or deleting the record

Available Actions on Contacts Screen

From the Contacts screen, you can:

  • πŸ”Ž Search contacts by name, email, or phone number

  • 🎯 Filter contacts using advanced filters

  • πŸ‘€ Assign leads to agents or teams

  • πŸ‘₯ Add contacts to Groups

  • 🏷 Apply or update Tags

  • ⬇️ Download contact data

  • πŸ—‘ Delete contacts when required


2. Analytics Summary Chart

The Analytics Summary section visualizes bot performance over time.

Filters Available:

  • Bot Selector – View analytics for All Bots or a specific bot

  • Time Range – Switch between Daily, Weekly, or Monthly views to filter the data accordingly.

Chart Details:

  • Blue Bars – Number of messages

  • Green Bars – Number of leads generated

  • X‑Axis – Time period (Weeks)

  • Y‑Axis – Volume of messages and leads

This chart helps you identify trends, spikes, and performance drops over time.


3. Bot‑Wise Analytics

The Bot‑Wise Analytics panel shows performance metrics for individual bots.

Information Displayed:

  • Bot Name

  • Platform Icon (e.g., Website, WhatsApp)

  • Messages Count – Messages handled by that bot

  • Leads Count – Leads generated by that bot

Billing Filter:

  • Filter the data according to the current billing cycle, current month or since account creation.

This section is useful for comparing multiple bots and identifying top performers.


🎯 Use Cases

  • Track overall chatbot ROI

  • Identify high‑performing bots

  • Monitor lead generation trends

  • Optimize underperforming bots

  • Measure campaign or flow impact


βœ… Best Practices

  • Regularly review analytics to track growth

  • Use bot‑wise analytics to fine‑tune individual bots

  • Compare weekly or monthly data for trend analysis

  • Align analytics insights with marketing or support goals

FAQs

chevron-rightWhy do some visitors show as NA?hashtag

If a visitor has not shared details such as name, email, or phone number, the value is displayed as NA.

chevron-rightCan a single user appear multiple times in Analytics?hashtag

Yes. If a user interacts with your bot multiple times or across different channels, they may generate multiple conversations.

chevron-rightCan I filter analytics data for a specific bot?hashtag

Yes. Use the Bot Selector filter in the Analytics Summary section to view data for a specific bot.

chevron-rightHow often is Analytics data updated?hashtag

Analytics data is updated automatically. Minor delays may occur for newly created bots or recent conversations.

chevron-rightWhy don’t my message or lead numbers match my expectations?hashtag

This can happen if filters, time ranges, or bot selections are applied. Always verify the selected date range and bot.

chevron-rightCan I export analytics or conversation data?hashtag

Yes. You can download conversation and contact data directly from the Inbox screens.

chevron-rightWho can access Analytics data?hashtag

Analytics visibility depends on user roles and permissions configured in your BotPenguin account.

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