Monthly Outcomes

Overview

Outcomes is a month-to-date scoreboard for one chatbot: answers vs unanswered, leads captured, and auto-sync health. You can email yourself the same summary. A scheduled report goes out on the 1st of the month (UTC) if you turn that on.

Available on: Smart and Professional.

What it counts

• Questions the bot answered vs left unanswered.
• New leads from lead capture.
• Auto-sync runs that completed or failed.

Deltas vs the previous month are shown only when the previous window had enough activity to be meaningful.

How to use it

1. Open the project → Outcomes. 2. Review the current month. 3. Optionally add an email address and send a one-off, or enable the monthly email.

The email uses the same SMTP as the rest of the app. Set APP_BASE_URL in production so links in the email open the live site.

Next steps

• Lead Capture — where those lead counts come from.
• Auto-Sync — keep the knowledge base current so answers stay high.