Campaign Analytics Dashboard

The Campaign Analytics Dashboard is your command center for measuring impact. It transforms every customer interaction into actionable insight—showing you exactly how your content performs, who's engaging, and which conversations convert. From engagement patterns to lead quality and intent signals, the dashboard gives you a clear, data-driven view of what's working and where to optimize. Use it to identify high-value leads, refine messaging, and continuously improve campaign performance.

To access Analytics, simply click Dashboard in the main navigation menu.

📊 Overview

The dashboard is divided into the following sections:

• Key Metrics: High-level KPIs for the campaign
• Insight Panels: Campaign level Summary and Highlights.
• Leads Summary: Lead-level details with transcripts download for each Lead.
• Metrics: Trend and pie charts around campaign level metrics.

Data Refresh

The analytics dashboard data is refreshed twice a day - once at 4:30 AM UTC and again at 4:30 PM UTC.

🎯 Campaign Selection

• Use the Campaign dropdown in the top-right corner to select the campaign you want to analyze. Note that data will be available only for Live campaigns.
• Switching campaigns refreshes all metrics, charts, and insights instantly.

📈 Key Performance Metrics

Displayed as cards at the top of the dashboard. All metrics in the top pane are calculated over the entire active lifetime of the campaign.

1. Average Daily Active Users (DAU)
   • Average of Daily unique user (DAU) count over the active lifetime (days) of the campaign.
   • Format: Numeric (e.g., 247).
2. Engagement Rate
   • % of users who had an engaged session with the AI Assistant over total unique users for the campaign. A chat session where the user asked the AI Assistant a minimum of 3 questions is classified as an 'engaged session'. As an example, if there were 100 unique users and 78 of them had an engaged session, the Engagement Rate would be 78%.
   • Format: Percentage (e.g., 78.5%).
3. Leads Scored (High/Medium)
   • Number of High and Medium qualified leads acquired over the active lifetime of the campaign. Lead qualification is done using LLM-based analysis of user conversations and engagement patterns.
   • Format: High/Medium counts (e.g., 156 / 186).
4. CTR %
   • % of users who clicked a call-to-action link over total unique users for the campaign. For example, if there were 200 unique users for the campaign and 68 of them clicked a CTA, the CTR would be 34%.
   • Format: Percentage (e.g., 34.2%).
5. Messages
   • Total messages across all visitors for the duration of the campaign. A message is any single interaction between a user and the ZipTier AI Assistant — either a question or comment typed by the user that the AI Assistant's responds.

💡 Campaign Summary and Highlights

The Analytics Dashboard doesn't just show numbers — it also provides AI-generated summaries and campaign highlights to help you quickly understand campaign performance and decide what to do next.

Campaign Summary

The Summary section gives you a concise, plain-language overview of common themes observed in user conversations and overall engagement trends.

Highlights

Alongside the summary, the dashboard provides a 'Highlights' panel with key data points about the campaign. This includes numerical metrics such as Average DAU, Engagement Rate, Leads Scored, and CTR % in a bulleted list that you can easily copy and paste into reports or presentations.

👥 Leads Summary

The Leads Summary section provides detailed insight into individual prospects who interacted with your AI Assistant. It goes beyond raw conversation logs by surfacing a clear summary of each user's engagement, their level of intent, and the actions they took. This makes it easy for marketers and sales teams to quickly identify high value leads and plan effective follow-ups.

Table Features

• Columns
  • User: Name and email (with quick-copy option).
  • Chat Summary: An AI generated summary of the user conversation, with a 💬 icon to access the full transcript.
  • Lead Score: Automatic assignment of the prospect into High, Medium, or Low based on user engagement and detected intent.
  • Intents: Key intent signals inferred from the conversation.
  • CTAs: Calls-to-action are recorded based on the actual links or buttons the user clicked (e.g., Book a demo,Contact us, Learn more).
  • Additional user data captured: These columns (Job title, Company size, Phone number, Country) are displayed only if you configured your campaign to collect them from the user as part of Chat registration.
• Sorting
  Click any column header (e.g., Lead Score, Job Title) to reorder the table.
• Filtering
  Use the dropdowns at the top to filter by:
  • Lead Score (High/Medium/Low)
  • Intents (Purchase, Need, Budget, Authority, Timing)
  • CTAs (e.g., Book a Demo, Contact, Access resources)

Instantly reset all filters to see the full lead list again.

• Export to CSV
  • Download the visible table data in CSV format.
  • Includes headers: User, Chat Summary, Lead Score, Intents, CTAs.
  • Useful for CRM imports or offline analysis.

Chat Summary

For every prospect, ZipTier automatically records a full transcript of their interaction with your AI Assistant. To make this information easier to digest, the system uses AI to generate aconcise summary that highlights the prospect's key questions, areas of interest, and overall engagement. This means you don't have to sift through long conversations to understand key aspects of what was discussed — the summary surfaces the critical details at a glance.

• What you see: A short description of the conversation in the Leads Summary table.
• Full detail: Click the 💬 icon to open the complete transcript with timestamps, user details, and all messages exchanged.
• Why it matters: Summaries help marketing and sales teams quickly identify high-intent leads, understand prospect needs, and prepare more effective follow-ups.

Intents

The Intents feature helps you understand the motivations behind a prospect's conversation with your AI Assistant. By analyzing chat transcripts, ZipTier automatically tags each lead with one or more intent categories. These insights allow marketers and sales teams to gauge where the prospect is in their buying journey and prioritize follow-ups accordingly.

Intent Categories

• Need – The user has a specific need or problem they are trying to resolve
• Purchase – Beyond the need, the user is actively looking to purchase or implement a solution, asking about pricing or purchase details.
• Budget – The user shares budget constraints or a price range they have in mind.
• Authority – The user indicates their role in the decision-making process (e.g., "I am looking to buy for my team").
• Timeline – The user mentions a timeframe for purchase or implementation.

Lead Score

The Lead Score gives you a quick way to understand how qualified a prospect is based on their interaction with your AI Assistant. ZipTier reviews all prospect conversations, identifies the intents, reviews the actions taken by the prospect and puts all of this together to calculate a numerical lead score for the user. These numerical scores are then classified into High, Medium, or Low based on the intents extracted out of the conversation along with engagement metrics.

The score is computed using multiple factors, including:

• Intents detected in the conversation (e.g., interest in pricing, purchase readiness, budget discussions).
• Engagement level, such as the number and depth of questions asked.
• CTAs clicked, like booking a demo, downloading a resource, or requesting contact.

A High score indicates strong purchase signals and engagement, suggesting a prospect is ready for immediate follow-up. AMedium score suggests moderate interest, where nurturing may be required. A Low score reflects limited interaction or weak buying signals.

By surfacing lead scores alongside chat summaries and intents, ZipTier helps marketing and sales teams prioritize follow-ups, focus on the most promising leads, and optimize resource allocation.

📊 Metrics

The Metrics section in ZipTier provides a visual breakdown of your campaign's performance, making it easy to spot trends, measure engagement, and understand the behavior of your audience. All charts are interactive — hover to see exact values and use the date range selector to analyze performance across different time periods.

Available Metrics

1. Daily Active Users
   • Line graph showing the number of unique users engaging with your AI Assistant over the selected time range.
   • Helps you understand traffic patterns, peak activity periods, and campaign reach.
2. CTA Click Trend
   • Line graph showing the trend of call-to-action (CTA) performance over time.
   • Useful for identifying which days or campaigns drove the strongest user actions.
3. Messages Consumed
   • Bar chart showing daily message volume.
   • Gives insight into how actively users are conversing with your assistant and helps forecast credit usage.
4. CTA Distribution by Type
   • Pie chart showing the breakdown of CTA clicks (e.g.,Book a Demo, Contact Sales, Download).
   • Quickly identifies which CTAs are resonating with prospects and driving conversions.
5. Job Titles Distribution
   • Pie chart showing the roles of leads engaging with your campaigns.
   • Provides a snapshot of audience composition and whether you are reaching the right personas.

✅ How to Use These Metrics

• Optimize campaign timing: Use Daily Active Users data to launch promotions or outreach during peak activity hours.
• Refine CTAs: Track which CTAs perform best and adjust wording, placement, or follow-ups accordingly.
• Monitor engagement depth: Messages Consumed reveals how engaged prospects are and whether they're asking meaningful questions.
• Understand audience mix: Job Titles Distribution helps validate if your campaigns are attracting decision-makers or need targeting adjustments.
• Plan resource allocation: Identify periods of high traffic and staff accordingly for faster responses or lead follow-up.

🔧 Troubleshooting

Charts not loading

• Refresh the page.
• Check your browser console for errors.
• Verify JavaScript is enabled.

Export not working

• Check browser popup settings.
• Try a different browser.
• Ensure table has data for export.

Filters not applying

• Use Clear Filters and reapply.
• Refresh the page if issues persist.