Sales Radar
Sales Radar helps you spot the business opportunities and risks hiding inside your conversations. While Defender watches for safety and compliance problems, Sales Radar looks for the commercial side of things — users who are ready to buy, and users who are ready to leave.
Use this screen when you want to find hot leads to follow up on, or understand why customers are considering churning.
Leads and Churn tabs
- Leads: Conversations where the user showed buying intent, such as asking about upgrades, new products, or additional services.
- Churn: Conversations where the user showed signs of dissatisfaction that could lead to cancellation, such as complaints, comparisons with competitors, or explicit mentions of leaving
Both tabs share the same layout and the same set of tools. The only thing that changes between them is the case type they list and the direction of the recommendations (converting a lead vs. retaining a customer).
Severity breakdown
At the top of each tab, you will find a severity breakdown, giving you a quick count of cases grouped by severity level: Critical, High, Medium, and Low.
On the Leads tab, severity reflects how strong or urgent the buying signal is. On the Churn tab, severity reflects how serious the risk of losing the customer is.
The case list
Below the severity breakdown is the case list. Each row represents a detected case and shows its severity, category, and the date it occurred. Clicking on a case opens its full details.
Summary and recommendation
- Summary: A clear explanation of what happened in the conversation and why it was flagged as a lead or a churn risk.
- Recommendation: Practical guidance on what to do next — for example, how to route a lead to sales, or how to address the specific complaint driving a churn risk.
Over-time chart
A chart shows how the number of cases has developed over the selected period, helping you see whether leads or churn risks are increasing, decreasing, or spiking around a specific date or event.
Affected conversations
At the bottom of each case, you will find the affected conversations — the real transcripts where the lead or churn signal occurred. Reviewing these gives you the full context before you reach out to the customer or adjust your bot.