Understanding the Rep AI Homepage Features

Introduction Your Rep AI homepage serves as your command center for monitoring and optimizing your AI chatbot's performance. This dashboard gives you a real-time snapshot of how your AI is impacting sales, support, and shopper engagement, along with quick access to key actions that can improve your results.

Key Dashboard Elements Time Picker At the top of your dashboard, you'll find the time picker tool. Simply click on the date range displayed to open the time picker, then select your desired start and end dates. Top 3 Summary Cards These cards provide high-level performance metrics that update based on your selected date

range

AI-Generated Sales: Shows the total revenue directly attributed to conversations with your

AI chatbot.

Deflected Support Tickets: Displays how many support issues were successfully resolved by

the AI without requiring human intervention.

Conversations Handled by AI: Reveals what percentage of customer conversations were

fully managed by your AI assistant.

These metrics help you quickly understand your ROI and the impact your AI chatbot is having on your business. Conversation Overview

The Conversation Overview section gives you insights into chat activity and performance

Total Conversations: The volume of all conversations during your selected time period Some of them might be reported as unhelpful, keep an eye on them Live Conversations: Currently ongoing customer chats in real-time Human Assistance Needed: Indicates conversations that required human support intervention

Device Distribution: Shows the breakdown of conversations by device type (mobile vs. desktop) Use these metrics to track overall engagement and identify which conversation types may need optimization. Rep Funnel

The Rep Funnel visualizes your customer journey from website visit to purchase, showing

Shoppers visited the website: Total session count (baseline 100%)

Disengaged shoppers approached: Visitors the AI proactively engaged
Conversations started with disengaged shoppers: Success rate of AI engagement attempts
Conversations that viewed products: Shoppers who explored products during their chat
Conversations added to cart: Chats that resulted in items being added to shopping carts
Conversations converted to purchase: Completed purchases attributed to AI interactions
This funnel helps you identify drop-off points and conversion opportunities across the customer

journey. Action Cards Your homepage includes a variety of actionable cards designed to help you optimize your AI's performance. Each card represents an opportunity to enhance your AI's capabilities and drive

better results. Here's what each card means and how to use it

Marketing & Customer Acquisition Get More Email/SMS Subscribers Connect your marketing platform so your AI can add more customers to your mailing list. This feature allows your AI to collect email addresses from interested shoppers and automatically add them to your marketing platform. Action: Click "Go to Integrations" to connect your preferred marketing platform.

Sales Optimization Rescue Abandoned Carts Incentivize customers to complete their checkout by offering a special discount when they have items in their cart but haven't completed the purchase. Action: Click "Add Powerup" to enable this feature. Customer Experience Enhancement Set Your Tone of Voice Train your AI to match your brand language by defining your tone of voice, ensuring all AI

communications sound consistent with your brand identity. Action: Click "Train your AI" to configure your brand voice settings. Train Your AI Like a New Employee Give your AI information about your brand, your customers, and a personality to help it understand your business and communicate effectively.

Action: Click "Add Info" to provide comprehensive brand training. Support & Feedback Connect Between Your AI and Human Support Connect Rep to your live support system so your AI can hand off conversations to human agents when needed, ensuring seamless customer service. Action: Click "Go to Integrations" to set up this connection.

Review Conversations Reported as Unhelpful View conversations that customers marked as unhelpful to identify improvement areas and address common issues in your AI's responses. Action: Click "See Topics" to analyze problematic conversations. FAQ Suggestions Waiting Address common questions that your AI couldn't answer. These are all questions asked by your

customers that your AI couldn't find the answer to. Action: Click "Provide Answers" to add missing information to your knowledge base. Reduce Support Tickets Train your AI with Support Skills to handle more support inquiries automatically, reducing the number of tickets that require human intervention.

Action: Click "Activate Skills" to enhance your AI's support capabilities. Technical Configuration Set Your Brand Icon/Logo Customize your AI Concierge with your brand icon to create a consistent visual identity throughout the customer experience. Action: Click "Go to Settings" to upload your brand imagery.

Notify When Back-in-Stock Set up automated notifications for customers interested in out-of-stock items, improving customer experience and capturing potential sales. Action: Click "Activate Power-up" to enable this feature. Connect Your Help Center Link your existing help center or knowledge base to your AI, allowing it to pull information

directly from your support documentation. Action: Click "Connect" to integrate your help resources. Improve Your CX Review AI-generated recommendations based on customer conversation analysis to enhance your overall customer experience. Action: Click "See Tips" to view personalized improvement suggestions.

Team & Collaboration Invite Another Team Member Add team members to your Rep account to help manage and optimize your AI assistant. Action: Click "Invite" to add colleagues to your account. Common Dashboard Actions

Here are some typical ways to use your dashboard effectively

Check Daily Performance: Monitor your KPIs regularly to track AI impact

Identify Funnel Drop-offs: Find where shoppers are falling out of your conversion path
Address Knowledge Gaps: Update missing information when the AI flags unanswered
questions

Set Up Support Integrations: Connect your existing support platforms for seamless handoffs

Customize AI Training: Improve your chatbot's tone and knowledge based on your brand
needs

Troubleshooting

If you notice unexpected changes in your dashboard metrics

Verify your selected date range matches your period of interest Check if recent website changes might be affecting AI performance Ensure your product catalog is properly synced with your AI Review conversation transcripts to identify potential improvement areas For additional help, contact Rep AI support through your dashboard's help option.