Data & Insights

Turn Engagement Data into Insights

Eliminate operational guesswork by transforming engagement data into a strategic asset.

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The Broken Compass

The Broken Pass
Like navigating with a broken compass, operating without integrated analytics leaves you unable to plan availability effectively, identify winning campaigns, or understand your audience. 
How it works

From Fragmented Data to Evidence-Based Decisions

A unified data framework transforms aggregated engagement data into the objective evidence required for strategic decision-making.

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Standardize Data Collection
Utilize a centralized repository of system and custom fields to capture structured data across every engagement. This ensures that both generic contact details and organization-specific model extensions are gathered consistently. 

 

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Generate Strategic Booking Insights
Access pre-populated reports to visualize performance across users and booking calendars. This enables proactive capacity planning, identifies high-converting scheduling flows, and reveals patterns in no-shows, cancellations, and reschedules.
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Unify the Analytics Ecosystem
Connect engagement data with your existing analytics infrastructure to eliminate data silos. This provides the transparency needed to analyze multi-channel attribution, identify funnel bottlenecks, and build high-fidelity profiles of the audiences engaging with your organization.
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Features & Benefits

The Engine of Informed Growth

The technical foundation required to capture, standardize, and export high-fidelity engagement intelligence at scale.

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Global Field Library

Standardize data collection across all Chatbots, Routing Forms, and Booking Calendars to ensure clean, exportable data. This guarantees data consistency across all engagement experiences.
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Multidimensional Booking Analytics

Filter and visualize performance across specific hosts, booking calendars, or meeting lifecycle statuses. This identifies exactly which segments are driving conversions and where no-shows or cancellations are creating bottlenecks.
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Capacity & Utilization Planning

Monitor real-time staff utilization and future availability compared against historical benchmarks. This ensures you maintain the correct staffing levels to meet demand and uphold SLAs without over-allocating resources.
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Google Tag Manager & Event Tracking

Integrate granular guest behavior and progression data—across booking calendars, routing forms, and chatbots—directly into your analytics stack via Google Tag Manager. This identifies specific experience bottlenecks and provides the objective data needed to optimize engagement flows and remove conversion friction.
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Tracking & Attribution

Accurately track lead sources by capturing UTM parameters from engagement links or by utilizing tracked redirect pages upon engagement completion. These independent mechanisms link every booking to specific marketing spend, providing the data needed for precise ROI analysis.

From Engagement to Insight.
Drive Smarter Decisions.

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Use Cases

Engagement Intelligence in Action

How data-driven organizations leverage centralized visibility to optimize marketing ROI, refine audience profiles, and align capacity with actual demand.

Measure Campaign ROI & Optimize Performance
Link paid ad spend to confirmed meetings using UTM tags. This allows decision makers to reallocate budgets to high-performing channels. 
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Plan Optimal Staffing Levels
Identify over-utilized and under-utilized specialists to optimize staffing levels across territories or accounts. This ensures team-wide fairness and maximizes output by aligning resources with actual demand.
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Optimize the Sales Funnel for Maximum Conversions
Analyze drop-off points in Booking Flows, Routing Forms or Chatbots to optimize the guest experience. This increases conversion rates by removing unnecessary friction.
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Profile Audiences & Personalize Engagement
Capture deep guest intelligence by asking the right questions through structured fields and model extensions. This ensures your teams have a comprehensive profile and full context before any interaction.
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