Read workflow analytics

Where to find analytics

1. Go to Automation → Custom and open a workflow.
2. Switch to the Analytics tab.

Analytics are available for any workflow that has run at least once. New workflows show an empty state until the first visitor triggers them.

Key metrics

• Workflow triggers: The total number of times the workflow fired for a visitor session. This is the entry count — how many visitors started your workflow.
• Date range filter: All analytics are filterable by date range so you can compare performance across time periods.
• The triggers chart: A line graph showing trigger events over time. Spikes indicate traffic increases or a campaign that sent visitors to a page with the workflow; drops can indicate a broken trigger condition or a page that's getting less traffic.

Reading the trigger trend

A consistently rising trigger count means more visitors are encountering the workflow — usually a good sign if the workflow is converting or routing well. A sudden drop on a specific date suggests a configuration change (URL condition changed, workflow deactivated, widget removed from a page).

Completion and drop-off (coming from context)

While the main chart shows trigger volume, the node-level view (in the flow editor) shows which nodes visitors reach and where they stop. Nodes with a high "entered but not exited" rate are where visitors drop off. Common causes:

• A question that's confusing or too long to answer
• A form with too many required fields
• A button choice that doesn't match the visitor's actual situation
• A dead-end node with no clear next step

Acting on analytics

1. Identify the nodes where visitors drop off most frequently.
2. Simplify those nodes — shorter messages, fewer required fields, better button labels.
3. Add a fallback path for visitors who don't click any button (a timeout or a "Need help?" button that escalates).
4. Re-check analytics after a week to measure the impact of your changes.

Comparing workflows

If you're running multiple workflows on the same page (A/B style), compare their trigger counts and relative completion rates across the same date range. The workflow with lower completion suggests it's not serving the visitor's need — rewrite its opening message or button options.

Next step

Analytics showing low trigger counts? Make sure the workflow is targeting the right pages: Target a workflow to specific pages. Seeing high drop-off at the handoff node? Review your agent availability: Hand off from a workflow to a human agent.