E. Conversation Management

Funnel Analytics

See how visitors move from opening the chat to becoming leads. The funnel tracks four stages, split between your widget and share-link surfaces.

Updated 6 Sep 2026

Funnel Analytics shows how visitors move from first contact to a result. It sits on the Dashboard, below the usage cards, and uses the same domain and date-range filters.

The four stages

  • Widget Opens. A visitor opened the chat.
  • Conversations. A visitor sent a first message.
  • Leads Captured. A visitor shared contact details.
  • CTA Clicks. A visitor clicked a link or action the assistant offered.

A conversion funnel below the tiles shows how many visitors continue from one stage to the next, and a daily trend shows movement over time.

Funnel Analytics card with the four stat tiles and conversion bars

Split by surface

Every metric is shown separately for two surfaces:

  • Embed Widget: the chat on your website.
  • Share Link: the conversation page at privas.ai/c/....

Each surface's rate is measured against its own opens. This split matters: a combined total can hide a surface that is recording nothing. If one surface shows activity and the other is flat, look at that surface on its own rather than reading the total.

Reading the funnel

  • A steady rise in conversations means growing visitor engagement.
  • A wide drop between opens and conversations means visitors open the chat but do not start; review your greeting and quick messages.
  • A drop between conversations and leads means the assistant is answering but not capturing contact details; review your follow-up prompts.

When data appears

The funnel is built from a rollup that refreshes periodically, so a brand-new domain shows an empty state until enough activity is recorded.

Next step

To turn captured leads into follow-up conversations, see Email Follow Ups.