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Overview

The Optimize page helps you improve Apten with real conversation data. It shows where the AI needs more information, what leads are pushing back on, and which follow-up approaches are getting replies. Optimize has four sections:
  • Compare Profiles: compare profile performance as an A/B testing view
  • Unanswered Questions: questions Apten could not answer confidently
  • Common Objections: recurring concerns or barriers raised by leads
  • Follow-ups: weekly insights into follow-up strategy and message performance
Use the Profile filter at the top of the page to review all profiles or focus on one customer profile.
Optimize is most useful when you review it regularly and make small, targeted changes. For example, add one missing FAQ, adjust one customer profile instruction, or apply one follow-up recommendation, then compare future results.

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Unanswered Questions

Unanswered Questions shows questions Apten was not confident enough to answer during a conversation. Similar questions are grouped together so you can fix the knowledge gap once instead of reviewing the same issue multiple times.

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What you can review

Each question group shows:
  • A representative question
  • The profiles where the question appeared
  • How many times similar questions were asked
  • Whether the group is active, addressed, or archived
Expanding a group shows the individual lead questions and a link to open the original conversation.

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How to address a question

  1. Go to Optimize > Unanswered Questions.
  2. Open an active question group.
  3. Review the example questions and source conversations.
  4. Click Address.
  5. Add the missing answer, FAQ, instruction, or business detail.
  6. Click Save Changes.
Saving changes updates your Custom Knowledge and marks the group as addressed. You can also click Mark addressed without changes if the question is already handled somewhere else.

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Best practices

  • Add Custom Knowledge only when the answer applies across your account.
  • If the answer only applies to one customer profile, update that profile in Build & Test instead.
  • Use Archive for old or irrelevant groups you no longer want in the active list.
  • Use Show archived if you need to review archived groups later.

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FAQ

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Why don’t I see any Optimize data?

There may not be enough matching conversation or follow-up activity yet. Follow-up reports appear after the weekly report is available.

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Should every answer go into Custom Knowledge?

No. Use Custom Knowledge for facts and instructions that apply broadly. Use profile edits in Build & Test when the answer only applies to one profile.

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Can I review the original conversation?

Yes. Question examples link back to the source conversation when available.