Lead identification
A lead is any session with user intent to buy (often marked with [L]
). On the Sessions page, if a session is marked as Is Lead = true
, a Lead Value is calculated. Otherwise, if Is Lead = false
, the Lead Value is 0
.
Lead Value calculation
The Lead Value for a given session is the monetary amount that the user would have paid the business if the lead had converted into a deal.
To determine the Lead Value for each session, we either use the "ASR - Average Lead Value" attribute or a calculated value specific to certain industries such as Restaurants (number of guests), Hotels (number of guests), Cleaning (square footage), and some others.
Examples:
For a dental industry AI Employee, you would set the "ASR - Average Lead Value" attribute to the total contract value of a patient.
For a cleaning services AI Employee, you would set the "ASR - Average Lead Value" attribute to the average cost of one service multiplied by the average number of times the client uses the service.
For restaurants, the "ASR - Average Lead Value" attribute is not used. Instead, the Lead Value depends on the number of guests. If a customer wants to book a table for 4 people, then
Lead Value = 4 * $65 = $260
, where $65 is the average check per guest ("ASR - Average Bill Amount..." attributes).
The Lead Value is calculated for each session regardless of the call result (i.e., even if it turns out there are no available tables).