Analytics & Agent Notes

Your agent is a customer research team. Here's how to read the data.

Analytics dashboard

The dashboard shows four KPIs at a glance:

  • -Conversations — total + unique visitors
  • -Conversions — orders attributed to the agent + conversion rate
  • -Revenue — total agent-attributed revenue + average order value
  • -Satisfaction — positive/negative signals + average response time

Conversation volume chart

A daily bar chart showing conversation counts over your selected period (Today, 7 days, 30 days). Hover for exact counts. Helps you identify:

  • -Peak days (run promotions?)
  • -Growth trends
  • -Anomalies (marketing campaign drove traffic?)

Top questions

The agent clusters customer questions into categories using keyword pattern matching:

  • -Sizing & Fit — "what size should I get?"
  • -Shipping — "how long does delivery take?"
  • -Product Comparison — "what's the difference between X and Y?"
  • -Returns — "what's your return policy?"
  • -Recommendations — "what do you recommend for...?"

Each category shows the count — helping you identify gaps in your store's content.

Product performance table

The Products tab shows a funnel per product:

Discussed → Added to Cart → Converted → Revenue

This tells you which products the agent sells best, and which products get discussed but don't convert (possible pricing or description issue).

Agent Notes — the killer feature

After each conversation, the agent extracts insights and creates notes — structured observations that surface patterns you'd otherwise miss.

Note categories:

  • -Customer Questions — FAQs your store doesn't answer (add a FAQ page?)
  • -Product Insights — trending items, most-discussed products
  • -Feature Requests — things customers want that you don't offer (gift wrapping, express shipping)
  • -Competitive Intel — competitor mentions, price comparisons
  • -Stock Alerts — out-of-stock frustration, high-demand variants

Each note includes:
- Frequency — how many times the pattern was observed
- Evidence — actual customer quotes from conversations
- Suggested Action — what to do about it
- Status — active, dismissed, or actioned (you control this)

The most valuable notes are Feature Requests and Stock Alerts. A note like "8 customers asked about gift wrapping this week" is a direct signal to add a $5-8 gift wrap upsell — and the agent told you before any customer complained publicly.

Conversion attribution

Clearly tracks conversions via cart attributes. When the agent adds an item to a customer's cart, it attaches a clearly_agent_session attribute.

When the order is placed, the orders/create webhook fires and Clearly checks for the attribute. If present, the order's revenue is attributed to the agent.

This means the revenue numbers in your dashboard represent orders the agent directly influenced — not just visitors who happened to buy.

Product CatalogShopify Setup