DealerAI Docs
Portal Guide

Analytics

Review performance dashboards tracking conversation volume, lead conversion, and AI efficiency.

The Analytics section provides visual dashboards so you can track how well DealerAI is performing for your dealership — how many conversations are happening, how leads are converting, and where customers are dropping off.

Overview

Analytics data is drawn from all conversations and interactions across every connected channel. Charts and metrics refresh periodically and can typically be filtered by date range and dealership.

Available Dashboards

Conversation Analytics

The main analytics dashboard focuses on conversation and lead performance:

MetricDescription
Total conversationsNumber of unique conversation threads in the selected period
Active conversationsConversations currently in progress
Messages sentTotal outbound messages sent by the AI and staff
Human takeoversHow often staff manually joined a conversation

Conversion Metrics

Tracks how conversations turn into outcomes:

MetricDescription
Leads generatedCustomers who expressed buying or service intent
Appointments bookedAppointments created by the AI during conversations
Appointment ratePercentage of leads that resulted in a booked appointment

Channel Breakdown

A visual breakdown of conversation volume by channel (WebChat, SMS, Facebook, etc.) helps you understand where customers prefer to engage.

Interpreting the Charts

Appointment rate is one of the most important indicators of AI effectiveness. A low rate may signal that the AI agent prompts or conversation flows need tuning — review the Agents section for configuration options.

  • Trends over time — bar or line charts show daily or weekly activity so you can spot busy periods and seasonal patterns
  • Top conversation topics — categories of questions customers are asking most often
  • Response time — how quickly the AI (and your staff) are responding to inbound messages

Date Range Filtering

Use the date picker at the top of the dashboard to select a custom reporting window. Presets such as Last 7 days, Last 30 days, and This month are available for quick access.

Exporting Data

Where available, use the export button to download report data as a CSV for further analysis in Excel or your CRM.

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