Shopping Assistant: Overview

Navigate the dashboard, track shopping agent performance, and understand Shopping Assistant engagement metrics.

The Shopping Assistant dashboard tracks agent performance, user engagement, and conversion metrics. The system updates this data once every 24 hours.

Access Shopping Agent Reports

Step 1: Open the Shopping Assistant

  1. Navigate to the top menu bar.
  2. Click Reports.
  3. Select Shopping Agent from the dropdown menu.

Step 2: Overview Metrics

The top panel displays four high-level Key Performance Indicators (KPIs):

MetricDescription
SessionsTotal number of customer interactions with the Shopping Assistant.
Click ThroughTotal number of clicks on products suggested by the agent.
Add to CartTotal number of times users add recommended items to their cart.
RevenueTotal monetary value generated through assistant interactions.

Filtering and Customizing Data

You can refine the data view by changing the date range or toggling graph perspectives.

Step 3: Change Date Range

  1. Click the date filter dropdown at the top right of the dashboard.
  2. Select a preset range like Last 7 days, Last 14 days, Last 30 days, or Last 90 days.
  3. To choose specific dates, click Custom Range.
  4. Select your start and end dates on the calendar.
  5. Click Apply.

Step 4: Toggle Graph Views

The Conversation History section offers two visual formats:

  • Trend View: Click the Trend button to see continuous performance over time. You can compare different attributes by selecting them from the dropdown menus (e.g., comparing Sessions vs Hits).
  • Funnel View: Click the Funnel button to view conversion drops. This displays sequential user progress from initial Sessions down to Revenue.

Analyzing Product and Filter Performance

Scroll down the dashboard to view detailed tables that highlight popular items and successful filters.

Step 5: Check Top Performing Products

The Top Performing Products table displays items that users click and cart most frequently.

  • Product Name: Shows the specific product SKU or ID.
  • Clicks: Displays total interaction volume.
  • Carts: Displays conversion intent per product.
  • Orders: Displays finalized purchases.

Step 6: Review Applied Filter Suggestions

The Filter Suggestion Applied table shows which filters users click most often during conversational assistant sessions.

  • Filter: Displays the name of the filter value (e.g., specific brand names or product categories).
  • Associated Field Name: Identifies the metadata bucket, such as brandName or categoryPath5.
  • Hits: Quantifies total clicks or selections for that filter.