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Docs/Dashboard/Understanding Your Dashboard Metrics

Understanding Your Dashboard Metrics

Learn what each metric on your Synaptiq dashboard means, how it's calculated, and what benchmarks to aim for.

Understanding Your Dashboard Metrics

Your Synaptiq dashboard at /admin gives you a real-time view of how your AI sales agent is performing. This guide breaks down every metric you'll see, explains how each one is calculated, and provides benchmarks so you know whether your numbers are healthy.

Dashboard Overview

When you first log in, the top of the dashboard displays six primary metric cards. Each card shows the current value, the percentage change compared to the previous period, and a sparkline trend. Below the cards, you'll find a time-series chart that plots your selected metric over the chosen date range.

Date Range Filtering

Use the date picker in the top-right corner to adjust the reporting window. You can select:

  • Today — useful for monitoring active campaigns in real time
  • Last 7 days — the default view; good for weekly check-ins
  • Last 30 days — best for spotting month-over-month trends
  • Custom range — pick any start and end date for ad-hoc analysis

All metric cards and charts update immediately when you change the date range. Percentage-change indicators compare the selected period against the equivalent prior period (e.g., "Last 7 days" compares to the 7 days before that).

Real-Time Updates

Metrics refresh automatically every 60 seconds while the dashboard tab is active. A small timestamp beneath the metric cards shows when data was last fetched. You can also click the refresh icon next to the date picker to force an immediate update.


Total Leads

What it measures: The total number of unique visitors who provided at least one piece of identifying information (name, email, or phone number) through the Synaptiq chat widget during the selected period.

How it's calculated: A lead is counted once per unique email address. If the same person chats on multiple pages or returns on a different day, they are not double-counted. Anonymous visitors who interact with the widget but never share contact details are not included.

What good looks like:

  • This number should grow steadily as you drive more traffic to pages where the widget is installed.
  • A sudden drop usually indicates a widget installation issue or a traffic decline. Check your widget embed code and traffic sources if you see an unexpected decrease.
  • There is no universal "good" number here — it depends entirely on your site traffic. Focus on the trend rather than the absolute value.

Qualified Leads

What it measures: The subset of total leads that Synaptiq's AI has determined meet your qualification criteria, based on the scoring rules you configured in Settings > Qualification Rules.

How it's calculated: During each conversation, the AI evaluates responses against your qualification criteria — things like company size, budget range, decision-making authority, and timeline. A lead is marked "qualified" when it meets the minimum score threshold you've set (default: 70 out of 100).

What good looks like:

  • A healthy qualified-to-total ratio is typically between 15% and 35%, depending on how targeted your traffic is.
  • Below 10% may mean your traffic sources are too broad, or your qualification criteria are too strict.
  • Above 50% could indicate your criteria are too lenient — tighten them so your sales team receives genuinely high-intent prospects.

Conversations

What it measures: The total number of chat sessions initiated during the selected period, regardless of whether the visitor became a lead.

How it's calculated: A conversation starts when a visitor sends their first message (or responds to the AI's greeting). If a visitor leaves and returns more than 30 minutes later, a new conversation is counted. Conversations where the visitor only saw the greeting but never replied are not counted.

What good looks like:

  • Compare conversations to total page views to get your widget engagement rate. A rate of 3%--8% is typical for B2B SaaS sites.
  • If conversations are low relative to traffic, experiment with your widget's greeting message, placement, or trigger delay in Settings > Widget > Behavior.

Conversion Rate

What it measures: The percentage of total leads that reached "Converted" status during the selected period.

How it's calculated:

Conversion Rate = (Converted Leads / Total Leads) x 100

A lead counts as "converted" when you (or an integration) moves it to the Converted status in the leads list. This typically represents a closed deal, a signed contract, or whatever end-of-funnel action you define.

What good looks like:

  • Conversion rates vary widely by industry. For B2B SaaS, 2%--5% from first chat to closed deal is strong.
  • Track this metric over longer periods (30+ days) to account for sales cycle length. Short date ranges will undercount conversions because recent leads haven't had time to close.
  • If your conversion rate is below 1%, review the quality of qualified leads being passed to your sales team and check whether follow-up is happening promptly.

Average Response Time

What it measures: The average time between a visitor sending a message and the AI (or a human agent, if handoff occurred) sending a reply.

How it's calculated: Synaptiq logs timestamps for every message. Response time is the median delay across all message pairs in the selected period. The median is used instead of the mean to avoid skew from outliers (e.g., conversations abandoned overnight).

What good looks like:

  • Synaptiq's AI typically responds in under 3 seconds. If you see response times above 5 seconds, check your AI model settings or contact support.
  • When human handoff is enabled, blended response times will be higher. Filter by "AI only" in the chart dropdown to isolate bot performance from human agent performance.
  • Faster response times correlate strongly with higher qualification rates. Visitors who wait more than 10 seconds for a reply are 40% more likely to abandon the conversation.

Engagement Score

What it measures: A composite score (0--100) that reflects how deeply visitors interact with the chat widget across all conversations.

How it's calculated: The score is a weighted average of four factors:

| Factor | Weight | Description | |---|---|---| | Messages per conversation | 30% | More back-and-forth indicates higher engagement | | Session duration | 25% | Longer conversations suggest genuine interest | | Information provided | 25% | Leads who share more details (email, company, role) score higher | | Return visits | 20% | Visitors who come back to chat again are highly engaged |

Each factor is normalized to a 0--100 scale, then combined using the weights above.

What good looks like:

  • An engagement score of 60+ is strong and suggests your AI agent's conversation flow is resonating with visitors.
  • Scores below 40 indicate visitors are bouncing quickly. Review your conversation scripts in Settings > AI Agent > Conversation Flow and consider whether the opening questions are too aggressive or not relevant.
  • Track engagement score alongside qualified leads. A high engagement score with low qualification usually means the AI is entertaining but not asking the right qualifying questions.

Tips for Using Metrics Effectively

  1. Check metrics at the same time each week. Consistency helps you notice real trends instead of reacting to daily noise.
  2. Combine metrics for deeper insight. A high conversation count with a low engagement score means visitors are starting chats but dropping off quickly — focus on your opening message.
  3. Set up metric alerts. Go to Settings > Notifications > Metric Alerts to receive email or Slack notifications when any metric moves beyond a threshold you define.
  4. Compare periods before making changes. Before adjusting your AI agent's behavior, use the date range comparison feature to confirm the trend is real over at least two weeks of data.
  5. Share dashboards with your team. Click Share in the top-right corner to generate a read-only link that your sales or marketing team can bookmark.

Frequently Asked Questions

Why do my total leads not match my CRM? Synaptiq counts a lead at the moment contact info is captured in the widget. Your CRM may deduplicate against existing contacts or apply different attribution rules. Check your integration settings under Settings > Integrations to review field mapping and dedup logic.

Can I customize which metrics appear on the dashboard? Yes. Click the Customize button below the metric cards to show, hide, or reorder the cards. You can also pin your most important metric to the main chart view.

How far back does historical data go? Synaptiq retains full metric history for the duration of your subscription. Free plans retain 90 days; paid plans retain data indefinitely.

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