Quick Start [Report]

1. Introduction

SaleSmartly’s analytics tools transform raw data into actionable insights. Track performance across channels, teams, and customer interactions through visual dashboards, interactive charts, and real-time metrics. Optimize marketing strategies, audit team productivity, and refine customer engagement all in one place.

This section outlines key features and uses cases to help you harness the full potential of your data.

 

2. Key Features

2.1. Channel Analysis

Channel analysis helps track and summarize customer interactions across various social media platforms, providing insights into customer engagement and service performance.

With this feature, you can analyze key metrics such as total customers, new and returning customers, active customer service agents, and response rates across channels including WhatsApp, Messenger, Email, Instagram, Line, and chat plug-ins.

• Track customer engagement, chat activity, and agent responses over time, with filtering options available at the top for specific channels/dates.

 

• Filter by social media accounts or team members to refine audits with precision.

 

2.2. Service Overview

Monitor real-time customer service efficiency with live metrics and historical trends. View real-time statistics on new sessions, ongoing conversations, and active agents. Analyze conversation trends over a selected period, with the option to view data by hour or day.

 

2.2.1 View daily service data

View real-time statistics on new sessions, ongoing conversations, and active agents.

2.2.2 View session volume trends

Analyze conversation trends over a selected period, with the option to view data by hour or day.

Note: When viewing hourly data, the selected date range must not exceed seven days.

 

2.3. Performance Report

It offers enhanced filtering options and customizable field displays, along with essential features like data export, enabling comprehensive quality checks on member service across multiple dimensions.