Success Goals (Conversion Tracking)

Track whether an agent achieves a specific outcome during a conversation.

What it does

A Success Goal is a natural-language description of a desired outcome (for example: "booking confirmed" or "lead qualified"). After each conversation turn, a lightweight LLM classifier checks whether the goal has been reached. When it fires, the event is logged so you can see conversion rates per agent.

Setting it up

  1. Open the agent builder → Overview tab.
  2. Find the Success Goal section and toggle it on.
  3. Write a clear, one-sentence goal description.
  4. Save the agent.

Goal checks run after the turn completes (fire-and-forget) so they add no latency to the conversation. Results appear in the call log and in Analytics.

Tip · Keep the goal description specific and outcome-focused. Vague goals like "went well" produce noisy results; specific ones like "appointment was booked" are reliable.