Analytics Overview
Remo automatically collects and organizes data from every client interaction. The analytics dashboard gives you a clear view of your WhatsApp communication performance, lead pipeline health, and client satisfaction — all in one place.
The Analytics Page
The main Analytics → Overview page shows headline KPIs and conversation trends for a configurable time window: 7 days, 30 days, or 90 days. Switch between periods using the toggle at the top of the page.
Headline KPIs
| Metric | What It Tells You |
|---|---|
| Leads | How many new contacts came in during the period |
| Meetings booked | How many appointments were scheduled |
| Sales / Closed | How many deals were marked as closed |
| Messages | Total messages exchanged with clients |
| AI vs. Human reply rate | What share of replies came from the bot vs. an agent |
Only Leads responds to the 7 / 30 / 90-day selector. Messages, Meetings booked and Sales / Closed are all-time totals — they will not change when you switch the range. Read them as running totals, not as performance for the period.
Conversation Trend
A line chart shows daily or weekly conversation volume across the period, split between AI replies and human replies. Use this to spot:
- Days or weeks when traffic spiked or dropped
- Whether your bot is carrying more or less of the load over time
- Anomalies that might point to a connection issue
Campaign Sources
If you've enabled the Campaign Detector, this section breaks new conversations down by marketing source — Meta Ads, Google Ads, organic, partner referrals, etc. This is the easiest way to see which channels are actually generating leads.
Funnel and Status Analytics
For deeper pipeline analysis, two dedicated pages are available in the sidebar:
- Funnels — design funnels and monitor conversion between stages
- Statuses — define and manage custom lead statuses applied across the project
Survey Data
If you collect post-meeting surveys, the Survey Results page aggregates every response into satisfaction scores, recommendation rates, and individual feedback.
Sentiment
Sentiment is no longer a promise — the bot reads the emotional tone of what clients write and classifies each contact as Interested, Neutral, Uninterested, or Frustrated.
This isn't decoration. Tone is one of the signals the bot weighs when it decides a conversation needs a person rather than a reply, which is why a client who turns frustrated tends to reach a human faster. See Agent Assignment for how that handoff works.
What doesn't exist yet is the reporting around it. Sentiment is a bot capability, not an analytics view: there is no sentiment dashboard, no distribution chart, no trend line, and no way to filter or export your contacts by tone.
Coming Soon
Some analytics views are currently being expanded. You may see placeholder cards for:
- AI Insights — AI-generated summaries of trends in your data
- Detailed exports — CSV or PDF exports of raw analytics
These features are under active development. Reach out to your account manager if you'd like an estimate on when a specific view will ship.
Why Analytics Matter
Analytics help you answer critical business questions:
- "Where in our funnel are we losing the most leads?"
- "Is our follow-up strategy actually converting inactive leads?"
- "Which campaigns or channels generate the highest-quality contacts?"
- "How does the AI's workload compare to the team's?"
- "Are clients satisfied after their visits?"
Use these insights to refine your AI prompts, tune your follow-up strategy, and make confident, data-driven decisions.