Analyzing Performance - Apten

Use your Metrics view

Open Metrics, choose your dates and filters, then ask Tux:

Explain these metrics using my current dates and filters.

You can also specify a different period or profile in your question.

What to ask

Area	Example
Lead imports and engagement	“How did imports, contact rate, and qualification rate change last month?”
Text activity	“Compare inbound and outbound text volumes over the last four weeks.”
Calls	“Compare call volume and dispositions for our two main profiles last month.”
Transfers	“How many transfer attempts connected last week?”
Email	“Compare email volumes, replies, and bounces for September and October.”
Opt-outs	“Show opt-out events by channel over the last 30 days.”
Response timing	“When did leads tend to answer calls or reply to texts last month?”

Dig into a change

Use follow-up questions to narrow the analysis:

Compare engagement this month with last month. Include lead counts and rates.

Break that down by customer profile.

Review a few relevant conversations. What could explain the difference?

Create a chart

Chart monthly lead imports for the last six complete months and include the data as a CSV.

For charts saved to your dashboard, see Custom Graphs. For downloadable files, see Exports & Downloads. For guardrail events, webhook activity, notification metrics, text deliverability, and Webchat analytics, use the corresponding dashboard pages.