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Lead identification and Lead Value calculation

Updated over a week ago

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).

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