Summary
Curious about how your AI sales agent is performing on your website? Astra gives you a clear view of how well your agent is engaging visitors and qualifying leads. This guide walks you through where to find key performance data and what it means.
Instructions
To check your AI agent’s performance, go to Sales Agent in the menu and select the AI agent you want to review.
Here's what you’ll see:
1. Sales funnel overview
This section gives you a quick snapshot of:
Website visitors – Total number of users who interacted with your site.
Leads captured – How many visitors became leads.
Qualified leads – Leads that matched your qualification criteria (like BANT).
2. Lead level distribution
See how your leads are categorized:
Hot – High-quality leads ready to buy.
Warm – Interested leads that may need more nurturing.
Cold – Leads with low buying intent.
Unqualified – Visitors who don’t match your ideal customer profile.
This helps you understand the quality of your lead pipeline.
3. Lead performance trends
Track how your funnel is evolving over time:
See trends in total visitors, leads collected, and qualified leads.
Use this data to identify patterns and adjust your strategy.
4. Conversation and message statistics
View the total number of:
Conversations your AI agent has had with website visitors.
Messages exchanged during those conversations.
This tells you how active your agent is and how much it's engaging with your audience.
Reviewing this data regularly helps you understand what’s working, what needs improvement, and how your AI agent is contributing to your sales efforts.
Note: You can also view the overall performance of all your AI agents in one place. Just head to the Dashboard page to see the total number of visitors and leads generated across all your sales agents.
In addition to seeing insights on visitors and leads, the Dashboard also shows a breakdown of your agents by status - so you can easily see how many are live and how many are still in draft.
