Insight Report
Last week
Summary
Extremely light week: 3 conversations, 10 messages, no leads and no bookings. All activity originated on the homepage. Every conversation was finance-related — specifically Canadian retirement planning — suggesting the chatbot may be deployed for a financial advisory client rather than for output.systems itself, or that the homepage copy is attracting off-target visitors. Data is too thin to draw firm conclusions.
Top customer questions
3 clusters
- 3×How does retirement savings planning work in Canada (RRSP, TFSA, investment options)?
- 1×Can you give me financial advice about retiring before 50?
- 1×What is the difference between a TFSA and a Roth IRA?
Page engagement
| Page | Conversations | Messages | Unanswered |
|---|---|---|---|
| / | 3 | 10 | 0 |
Suggested actions
Each action references a specific signal from this period's data.
Investigate whether these conversations belong to a client deployment or output.systems itself
All three conversations are about Canadian retirement planning — a topic entirely unrelated to Output Systems' product. This likely indicates a client bot is being tracked under the output.systems domain, or something is misconfigured in session attribution.
Source: All user questions: TFSA, RRSP, retiring before 50
Diagnose why message_count shows 0 on the homepage page record despite conversations having messages
Page engagement shows / with 0 messages yet conversation samples show active multi-turn exchanges. This is a data integrity issue that will corrupt future reporting.
Source: Page engagement: / — 3 conversations, 0 messages
Resolve why all three conversations are stuck in 'in flight' with no outcome captured
Zero leads and zero bookings with 3 engaged conversations suggests either the handoff/lead-capture flow is broken or was never configured for this deployment.
Source: Leads captured: 0, Bookings: 0, all outcomes: in flight
If this is a client deployment, confirm their knowledge base covers investment vehicle comparisons
The visitor asking about mutual funds, equities, and self-directed investing received a truncated answer in the sample. If the bot is meant to qualify leads for a financial advisor, shallow investment-mechanics answers may lose warm prospects.
Source: Top question: 'how does mutual funds work… can I pick what I invest in'
Add a lead-capture prompt after retirement topic engagement
All three visitors expressed clear intent around retirement planning but none converted. A well-timed prompt after 2-3 messages on this topic could recover these as leads.
Source: Leads captured: 0 across 3 retirement-focused conversations
Sentiment
insufficient_data