Before you start
Before you start, sign in to the dashboard and select the organization you want to work in.- You need a role with analytics access. Without it, the analytics pages redirect you away.
- You need an agent with a flow, because a goal trigger points at a gambit or at a captured field.
Where goals live
Goals belong to an agent. You define them in the Goals & Behavior section of the agent’s Configure screen. Every goal you define there is counted on the Goals tab in Analytics. A deployment can also mark one of those goals as its primary goal, which drives the conversion block on the Overview tab. See Read the Overview tab.Create a goal
1
Open your agent and select Configure in the builder sidebar
The Configure screen lists its sections on the left under Settings.
2
Select Goals & Behavior
The section heading reads Goals with the line “Define the successful actions counted in analytics.” The Goal definitions card sits at the top.
3
Start a goal
With no goals yet, the card reads Choose what counts as a lead. Select Create a different goal to open the goal form. When goals already exist, select Add goal instead.
4
Enter a Label and pick a Kind
The label names the goal in lists and charts, for example
Demo booked. The kind is Lead, Booking, Purchase, Resolution, or Custom.5
Pick a Trigger
Choose A specific step is completed or Contact info is captured. The fields below the dropdown change with your choice.
6
Decide on Default primary goal
Turn on the switch when this goal should be the suggested primary goal for deployments of this agent.
7
Select Create goal
The toast reads Goal created and the goal appears in the list. Cancel discards the form.
The one-click lead goal
The empty card offers a shortcut button, Count a captured email or phone number as a lead. It creates a goal named Leads of kind Lead that triggers when the agent captures an email or a phone number. The goal becomes the default primary goal. The toast reads Lead goal created. Use it when your agent exists to collect email addresses or phone numbers, and edit it later if you need a different label.Trigger: A specific step is completed
A Step dropdown appears and lists the gambits of the agent’s flow by their labels. The goal counts once per conversation when the conversation completes that gambit:
If the gambit is later deleted from the flow, the form shows Step no longer available for that goal. Pick a new step or delete the goal.
Trigger: Contact info is captured
Two checkboxes appear, Email and Phone, and both start ticked. The goal counts when any gambit in the flow captures a value of a ticked kind. Tars recognizes the kind from the gambit’s validation type, its input type, or its variable name. A question that stores its answer in a variable namedemail or phone_number counts without extra setup.
Read the goal list
Each row in the Goal definitions card shows the goal’s label and a kind badge such as Booking. The agent’s default goal also carries a Default primary badge. Under the label, a summary line reads Completes Book a demo for a step trigger, or Captures email or phone for a captured-info trigger.- The pencil button opens the same form with the goal loaded. Save goal confirms and the toast reads Goal updated.
- The trash button opens a Delete Demo booked? dialog that reads “This goal will stop being counted for future conversations.” Select Delete to confirm.
Choose the primary goal for a deployment
The first goal you create for an agent becomes its default primary goal automatically. Turning on Default primary goal for another goal moves the badge to that goal, because an agent has only one default. Each deployment then picks its own primary goal. Open Conversations, select Settings, then Inboxes, open the deployment’s inbox, and select the Analytics tab. The Primary analytics goal card lists the agent’s goals as Demo booked (booking). See Set up inboxes. Without a primary goal, the Overview tab shows no conversion block, but the Goals tab still counts every goal.Read goal conversion on the Goals tab
Open Analytics from the sidebar and select the Goals tab. The scope bar and the freshness stamp work the same as on every tab. See Analytics overview.The headline card
A narration line under the count reads, for example, “12 conversations achieved a goal from 80 conversations started”. A goal counts a conversation once, even when the conversation achieves two goals. When the window has no conversations, the funnel reads No conversations in this window. A note that the cohort is still settling means conversations from the last 48 hours can still change the numbers.