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Conversion Tracking

Conversion tracking shows you how many calls resulted in a meaningful outcome — an appointment booked, a lead qualified, or a follow-up action taken. This helps you understand how well your AI agent is converting calls into results.

Where to Find It​

Dashboard → All Calls and Dashboard → Campaigns → Your Campaign

What Counts as a Conversion​

A conversion depends on your campaign goal:

Campaign TypeWhat a Conversion Looks Like
Appointment BookingCustomer books an appointment
Lead QualificationLead status updated to Qualified or higher
Follow-Up CampaignCustomer agrees to a callback or next step
ReactivationDormant lead re-engages

How to Track Conversions​

In All Calls​

  1. Go to Dashboard → All Calls
  2. Open any call and click Insights
  3. Check the AI Call Summary and Next Steps to see if the call resulted in an action

In Campaigns​

  1. Go to Dashboard → Campaigns
  2. Open a campaign
  3. Check the contact table — each contact shows their call status (Completed or Failed)
  4. Open individual contacts to see the full outcome

Lead Conversion by Status​

After your agent calls a lead, the status reflects where they are in the pipeline:

StatusWhat It Means for Conversion
QualifiedShowed interest — ready for follow-up
Demo ScheduledHigh intent — demo booked, close to converting
In EvaluationConsidering your offer — needs a nudge
ContractedAgreement in place — conversion imminent
Closed-WonSuccessfully converted
Closed-LostDid not convert — consider a reactivation campaign
NurtureNot ready now — keep warm for later

Focus your team's follow-up effort on Qualified and Demo Scheduled leads first for the best conversion rate.

Sending Conversion Data to Your CRM​

All call outcomes and lead classifications are automatically pushed to your connected CRM or Google Sheets after every call — so your sales team always has up-to-date conversion data.

Go to Dashboard → Integrations to set this up.

Next Steps​