For the complete documentation index, see llms.txt. This page is also available as Markdown.

Sales

Track the sales outcomes of your conversations β€” how many converted, at what rate, and how much revenue they generated β€” overall and per agent. This is the conversational-commerce view of your inbox: where conversations turned into orders.

It's period-based and follows the shared rules in How we calculate analytics.


The key rule: conversions are logged at closure

A conversion is recorded when a conversation is closed β€” so, like Ticket Fields, this page is anchored to closure. Only conversations that have been closed in Zaapi appear here; an open conversation hasn't been logged yet.


Sales Summary

Three headline figures for the period. Each card overlays two trend lines β€” Last 7 days against the Previous 7 days β€” so you can see the movement rather than a single delta.

Number of converted customers

How many customers converted (logged a sale) during the period.

Conversion rate

The share that converted β€” converted out of the total that could have.

Total sales revenue

The total revenue from logged conversions, in your workspace currency (shown as ΰΈΏ / Thai Baht in the example).


Sales by Agent

A per-agent table. Per the note on the page, only sales from conversations closed in Zaapi appear here β€” same closure rule as above. For each agent:

  • Converted β€” conversations they closed that logged a sale.

  • Unconverted β€” conversations they closed with no sale logged. (Highlighted in the UI to draw the eye to missed conversions.)

  • Conversion Rate β€” Converted Γ· (Converted + Unconverted) for that agent.

  • Sales revenue β€” total revenue from that agent's converted conversations.


Good to know

  • Dashboard empty? The conversion-logging workflow isn't enabled β€” see the top of this page.

  • Logged at closure β€” only closed conversations count; conversions are recorded when the conversation closes.

  • Currency β€” revenue is shown in your workspace currency (ΰΈΏ in the example).

  • A high Unconverted count usually means conversations were closed without a sale being logged β€” either genuinely no sale, or the logging step was skipped.

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