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Chat-to-Sales

What is Chat-to-Sales

Chat-to-Sales is the Sales tab in Analytics. It shows how your conversations turn into revenue.

It also separates the revenue your AI drove from the revenue your team drove. This helps you see which side to invest in.

1. Go to Analytics.
2. Click the Sales tab.

Expected result: The dashboard opens with the KPI banner on top and the breakdowns below.

Use the date picker on the left to set the range. Compare to shows the period the trends are measured against. Click Reload to pull fresh data.

What the KPI banner shows

The banner summarises the range you picked. Each card carries a trend against the previous period.

Card	What it means
Chatty-assisted revenue	Total assisted revenue generated from Chatty's conversations.
Orders	Number of assisted orders tracked in the selected date range.
AOV	Average assisted revenue per order.
Chat-to-Sales rate	Percentage of conversations that generated sales, in the view you picked.
Resolution	Percentage of conversations that were resolved, in the view you picked.
Human-touch	Percentage of conversations involved by a human agent.
CSAT	Percentage of customers who reported being satisfied after a conversation.

Each card also prints the raw figure underneath, such as 186 / 2,105 store orders. This is how you compare Chatty against your whole store.

How to get a one-line summary

1. Go to Analytics → Sales.
2. Set your date range.
3. Click Both, AI, or Staff.
4. Click Summarize.

Expected result: A banner opens above the tables with one sentence, for example:

Over 11 Aug - 17 Aug 2026 (AI), Chatty assisted 0 orders worth $0, a 0.00% chat-to-sales rate, 50.00% resolution.

Close the banner with the X on its right.

How to split the numbers by AI or staff

1. Go to Analytics → Sales.
2. Click Both, AI, or Staff above the banner.

Expected result: Every card and table on the page reloads for that view.

How to read the Sales breakdowns

The Sales view sits under the banner. It answers where the revenue came from.

Funnel by phase

Every conversation sits in exactly one phase, decided by the order behind it.

Phase	What it covers
Pre-purchase	No chat-attributed order yet. Covers shoppers still deciding, and customers asking about orders placed elsewhere.
Purchase	Has a chat-attributed order that is not fulfilled yet.
Post-purchase	Has at least one chat-attributed order fulfilled.

The All phases row at the bottom totals the three.

Topic attribution

Shows which conversation topics bring in the most revenue.

Topic	Typical conversation
Product suggestions	The shopper asks what to buy.
FAQs	The shopper asks something your FAQs answer.
Promotion / voucher	The shopper asks about a discount or code.
Order tracking	The customer asks where their order is.
Return / refund	The customer wants to send something back.
Other	Anything that fits none of the above.

Volume by phase

The chart under the tables plots conversation volume against conversion rate. Switch it between By phase and Over time.

Details panel

Click any funnel or topic row. The panel on the right opens with the numbers behind that row.

• Conversations, Orders, AOV and Fulfillment rate for the row
• Conversations across the last 4 periods
• AI vs agents for the same period
• Breakdown by topic

Top products

Shows the products that sell most through chat, as a table and a chart.

How to review your team

Click Operations & Team next to Sales.

Expected result: The view opens with the Conversation resolution cards and the agent table, for the same date range.

Conversation resolution

Five cards split every conversation in the range by how it ended.

Card	What it counts
AI resolved	Closed by the AI alone.
Agent resolved	Closed by a human agent.
Mixed resolved	Both the AI and an agent took part.
No-reply resolved	Closed without anyone replying.
Open	Still open at the end of the range.

Agent table

Column	What it means
Chats	Conversations this agent handled.
Orders	Assisted orders from those conversations.
Closed by agent	Share of their chats they closed themselves.
FRT	Median first response time on chats they replied to.
≤5m %	Share of their replies sent within 5 minutes.
Participation	Their chats over your total store conversations.

Click an agent to open Details on the right. You get their headline numbers, their Work mix by phase and topic, and a Vs team average comparison.

What each plan unlocks

Every paid plan opens the dashboard, and the summary numbers are always there. The detailed numbers, the ones you act on, sit on Pro & Plus.

	Basic	Pro & Plus
All five Analytics tabs	Yes	Yes
KPI banner, every card	Yes	Yes
Funnel by phase, every column	Yes	Yes
Topic attribution: Topic, Volume, %	Yes	Yes
Topic attribution: Orders, AOV, Rate, Trend	Locked	Yes
Details panel: headline numbers and trend	Yes	Yes
Details panel: AI vs agents, topics, products sold, discounts	Locked	Yes
Top products table	Fewer columns	Every column
Top products chart	Locked	Yes
Operations & Team: agent, chats, orders	Yes	Yes
Operations & Team: closed by agent, response times, participation, work mix	Locked	Yes

A locked block stays on screen behind a blur. It carries an Upgrade to unlock label and an Upgrade plan button.

Why did Human-touch disappear from the banner?

You switched the banner to AI or Staff. Human-touch is a store-wide number, so it only shows under Both.

Why does Operations & Team say "No agent activity in this period"?

No human agent joined a conversation in the range you picked. Widen the date range, or check the Human-touch card to confirm.

Why is my revenue here lower than my Shopify revenue?

This page only counts orders Chatty was involved in. Each card prints that figure against your store total underneath, so you can compare the two.