Chatbot Metrics
Website chatbot engagement, containment and deflection
Demo data — resets nightlyChats
Messages
visitor + AI replies
Avg Messages / Chat
Consultations booked
consultations booked in chat
Emails Sent
confirmations & follow-ups
Booking Rate
chats that booked a consultation
Solved by AI
handled without any staff help
Avg Chat Length
Daily chats & messages
Chat volume across the selected range
Handed off to voice
1
When typing isn't enough, the chat agent moves the conversation into a live AI voice call — same context carried over, nothing repeated. That continuity is why Clients stay engaged instead of dropping off.
50% of chats moved to a voice call
Chat volume by hour
When visitors start conversations
Top chat topics
What visitors ask the text agent
Recent conversations
Latest visitor exchanges with the chat agent
What is your minimum to open an account?
Advisory relationships start at $250k in investable assets; our digital portfolios start at $25k. Want a fit call to see which suits you?
Can you tell me what stocks to buy?
I can't give investment advice, but I can schedule you with a licensed advisor who can review your goals. Shall I set that up?
I need my 2025 tax documents.
I've queued your 1099 package to your secure document vault — you'll get an email link within the hour.
I want to roll over an old 401(k) — where do I start?
I can set that up. A rollover consult takes 30 minutes with an advisor; I have Thursday 10 AM or Friday 2 PM. Which works?
What is your minimum to open an account?
Advisory relationships start at $250k in investable assets; our digital portfolios start at $25k. Want a fit call to see which suits you?