Compare Profiles

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Overview

Compare Profiles lets you compare two or three customer profiles, or a parent profile with one to three of its active variants. Both modes use the same performance metrics and lead activity to show how profiles perform with similar leads.

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Compare profiles

1. Go to Optimize > Compare Profiles.
2. Select two or three customer profiles.
3. Choose a comparison goal:
   • Voice Transfer Rate: higher is better.
   • Hot Lead Rate: higher is better.
   • All-Channel Opt-Out Rate: lower is better.
4. Review the current results, traffic split, and six-week trend for each profile.

The comparison marks a profile as the winner so far when there is enough imported lead activity to compare at least two profiles. If there is not enough activity, continue collecting results before drawing a conclusion.

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A/B testing

Use Compare Profiles to evaluate profile variants during an A/B test:

• Keep the profiles focused on the same type of lead or business goal.
• Compare profiles with similar amounts of imported lead traffic.
• Choose a success metric before reviewing the results.
• Use the six-week trend to check whether a result is consistent over time.
• Review the profile instructions and conversation examples before making a change.

Avoid treating a profile as the winner when it has little or no imported lead activity. A higher rate from a small sample may not represent a reliable difference.

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Compare profile variants

Use Variants mode to compare a parent profile with its active variants:

1. Go to Optimize > Compare Profiles and choose Variants.
2. Select a parent profile; it is included automatically. Choose one to three of its active variants to compare with it.
3. Choose a comparison goal:
   • Voice Transfer Rate: higher is better.
   • Hot Lead Rate: higher is better.
   • All-Channel Opt-Out Rate: lower is better.
4. Review the results, traffic split, and six-week trend for the parent profile and selected variants.

Create variants and set their import weights in the profile’s Variants tab under Build & Test. Retired variants can be restored from that tab. Comparisons are read-only; they do not change import weights. Only leads assigned to each selected profile contribute to its results.

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Available metrics

The comparison includes:

• Leads imported
• Positive engagement and hot lead rates
• Voice transfer rate
• SMS, voice, and email engagement
• All-channel, SMS, voice, and email opt-out rates
• Traffic split across the selected profiles