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Chatbot Analytics for B2B SaaS: Qualified Leads, Pipeline, PQLs

· One min read
Daniel Garcia
Daniel Garcia
CEO @ Optimly

For B2B SaaS, great chatbot analytics means one thing: pipeline. This guide shows how to track PQLs, meeting requests, and assisted revenue—without losing visibility of conversation quality and costs.

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Define “Qualified” Clearly​

  • ICP signals: company size, industry, tech stack
  • Behavior: pricing page visits, docs depth, product interest
  • Actions: meeting booked, demo requested, trial started

Events and Fields to Capture​

  • chat_session_start, chat_intent
  • pql_captured — { domain, company_size, use_case }
  • meeting_booked — { owner, source, value_estimate }
  • trial_started — { plan, seats }
  • CRM IDs: contact/account/opportunity IDs for attribution

Implementation examples: /blog/chatbot-analytics-google-tag-manager

Dashboards that Move Pipeline​

  • PQLs by segment and channel (web vs. WhatsApp)
  • Meeting conversion by page/source
  • Assisted pipeline and win rate
  • Conversation quality: CSAT, frustration, escalations

For broader platform comparisons, see: /blog/best-analytics-platforms-for-website-chatbots

FAQs​

How do I avoid low‑quality leads?
Gate forms with qualifying questions, use enrichment, and route by ICP.

Where should meetings be booked?
On high‑intent pages (pricing, enterprise). Test CTAs vs. proactive prompts.

How do I show assisted pipeline?
Pass conversation IDs into CRM and attribute opportunities that touched chat.

Ship a Pipeline‑Ready Pilot​

Optimly tracks PQL capture, meetings, and assisted pipeline alongside transcripts and costs. Start free.

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