Lead-Gen Bot Reporting

Shastic's online 'Leads Report' can help your Financial Institution monitor and track the performance of your Bots.

Bot Reporting

1.- Log into your Shastic Bot Platform http://calcubot.com/dashboard/bots.

2.- Click the reporting icon under the "Tools" section:

3.- The following screen will display a 30-day report including the number of Visits, Engagement and Conversion Ratio. To change the date range for the report, simply click on the date range tool:

4.- To export the data click on the download button at the bottom of the page:

Lead Reporting

1.- In the main screen click on the menu icon at the top right hand corner, select "Leads":

2.- You will get the Lead total pipeline for the last 30 days:

3.- To change the dates to an specific range period, click on the date range tool:

 

4.- To export the data, go to the bottom of the page and click on the download button:

If you have questions regarding reporting capabilities, please contact your Shastic's Account Manager or send an email to [e-mail].