Reporting

See the sales Hellotext attributes to your Campaigns and Playbooks, which channel they come from, how much the AI resolves and whether your team replies on time. Every number is compared with the previous period.

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The Hellotext revenue report with a demo store: revenue attributed to Hellotext, team revenue and total revenue for the last 14 days, compared with the previous period, and each day's attributed revenue by channel.

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Six reports, one question each

From sales to service: each report answers one question about your business, with your store's data and your conversations.

Business Performance

  1. Revenue report

    How much does Hellotext sell, and where from?

    It separates the sales attributed to Hellotext, through your Campaigns and Playbooks, from the ones your team sells, and breaks them down by channel, Campaign, Playbook and product.

    On every plan. Needs your store connected.

  2. Performance report

    Do your conversations sell?

    How many conversations end in a purchase, how long an AI conversation takes to sell and how many go to a person. And how long the ones the AI handles alone last next to the ones your team manages.

    From the Grow plan.

  3. Demand insights

    What goes unsold?

    The conversations that ended without a purchase, an estimate of the revenue lost and how both change over time.

    From the Pro plan.

Operations & Experience

  1. Service quality report

    Are your customers well served?

    How much the AI resolves and how much your team does, whether your response times are met, satisfaction with the AI and with your team, and each person's performance.

    From the Pro plan. Satisfaction uses the CSAT Pulse Playbook; compliance, your response-time rules.

  2. Workload & capacity report

    Can your team keep up?

    How much capacity each person uses, how many conversations they handle at once, who has customers waiting and who is at risk of missing a response time.

    From the Pro plan.

  3. Channel performance report

    Is each channel worth its cost?

    Messages sent, delivery, cost and engagement for each channel, the funnel from sending to purchase and each channel's health.

    On every plan. The WhatsApp cost is an estimate at current prices.

Numbers you can explain

You know where each number comes from, what it is compared with and how to take it with you.

  • Attribution with clear rules

    A sale is attributed to Hellotext when one of its clicks, engagements, deliveries or recommendations falls within the attribution window: by default, 7 days from a click or engagement and 24 hours from a delivery. On each Campaign and Playbook you see why each sale was attributed.

  • Always against the previous period

    Pick 7, 14 or 30 days, or your own range. Every number is compared with the previous period of the same length.

  • Export to CSV

    Export the revenue report sale by sale and the channels report message by message. A link arrives by email, valid for 7 days.

FAQ

Frequently asked questions

What is attributed revenue?

It's a sale Hellotext links to one of your Campaigns or Playbooks: a click, an engagement, a delivery or an AI recommendation fell within the attribution window, and no valid external source takes priority. The report separates it from the sales your team manages.

Which reports come with each plan?

Revenue and Channel performance, on every plan. Performance, from the Grow plan. Service quality, Workload & capacity and Demand insights, from the Pro plan.

Do I need to connect my store?

To see revenue, yes: the report uses your connected store's orders. The channels and service reports are built from your messages and conversations.

What are the numbers compared with?

With the previous period of the same length: if you look at the last 14 days, they're compared with the 14 days before.

Can I see the ROI of my Campaigns and Playbooks?

Yes. Your Campaigns and your Playbooks show their average ROI: attributed revenue divided by messaging cost.

Can I export the data?

Yes. The revenue and channels reports export to CSV, and a link to download it arrives by email.

Do I need a card to start?

No. You create your account for free, with no card.

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