How to read WhatsApp agent insights and reports
Insights shows how each agent is performing — conversations, replies, carts, and orders — broken down by agent and date range.
Steps
- Go to Insights and pick a tab: All, Sales, Confirmation, Upsell, Marketing, or Recovery.
- Set a date range to filter the numbers shown.
- Review the KPIs, the funnel (conversations → replied → cart → order), the daily chart, the outcomes donut, and top products.
- Compare tabs to see which agent is driving the most replies or sales.
Common problems
- Numbers look lower than expectedcheck the date range filter first; it's easy to be looking at a narrower window than you think.
- A tab shows no datathat agent may be turned off, or hasn't had any activity yet in the selected date range.
- Funnel steps don't add up the way you expecteach stage (conversations, replied, cart, order) counts a customer only once per stage, so drop-off between stages is normal and shows where conversations stall.