Purchase tracking and sales totals
Record completed tracked purchases and update visitor, website and credited operator sales information.
What it is
Sales records purchases that your website reports as complete to INSIDE. Normal live sale processing updates the visitor's purchase summary, website and subsite sales, and the credited operator's sales information. Store order lookup is a separate feature and does not create a tracked sale.
Who uses it and why
- Developers report completed purchases with stable identifiers and accurate item detail.
- Operators see purchase outcomes while assisting visitors.
- Supervisors review tracked sales and attributed operator results.
Where to find it
Sales appear in visitor purchase context, live statistics and sales reports. They can also trigger a sale reaction on the floor.
The Settings role can manage Auto set Visitor as Operator Favorite on Sale Conversion in Settings › General Settings › Website.
How it works
- The website reports an order as complete through tracking.
- INSIDE records the purchase and item detail, with the original and website currency values.
- Normal live sale handling increases the visitor's sales count and cumulative total and updates their latest purchase information.
- Website and subsite statistics update. When an operator receives credit, their sales count, total and configured percentage commission update.
Linked visitor identities currently on the floor receive the same updated commercial summary. The sale clears abandoned-basket state and can update recommendation and media purchase associations.
Configure it
Have your developer report a stable merchant order identifier, completion status, total, currency and purchased items. Keep basket observations separate from completed purchases.
Enable Auto set Visitor as Operator Favorite on Sale Conversion if attributed purchasers should become favourites of the credited operator. The option is off by default.
Settings
| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Auto set Visitor as Operator Favorite on Sale Conversion | Settings › General Settings › Website | website | Off | Settings role | Automatically favourites the converted visitor for the operator credited with the sale. |
Permissions
| Permission | Lets you |
|---|---|
| Settings | Change the website's automatic favourite-on-sale option, subject to Settings permissions. |
Limits and good to know
- Normal website sale handling requires a live visitor with cookies enabled. Do not assume identical live totals for no-cookie or offline observations.
- By default, INSIDE checks for an existing merchant order identifier within the website and subsite and suppresses repeat processing. Avoid duplicate completion sends; this check is not a guarantee against every concurrent duplicate.
- Missing completion lines can be recovered from a saved basket with the same total. A zero completion total can use an existing tracked total where available.
- Completing an assisted payment form alone does not create a tracked purchase. The website still needs to report the sale.
- A tracked sale reflects the integration's completion report. Do not assume later store refunds or cancellations automatically revise INSIDE totals.
Depends on and works with
+6 more · this feature uses
- Customer contact identities across channelsEnhances
Linked visitor identities currently on the floor receive updated sales summaries.
- Sales attribution and conversion reportsEnhances
Completed purchases supply sales and conversion reporting.
- Live show broadcastingEnhances
Live-show attendance can add a show association to a tracked purchase.
- Company Shows with prerecorded videosEnhances
Video-show viewing context can receive purchase associations.
- Favourite visitorsEnhances
An attributed purchase can automatically favourite the visitor.
- Cookie consent and opting outConfigured by
Normal live sale handling requires cookies to be enabled.
+11 more · used by
- Product recommendations and purchase trackingEnhances
Tracked completed purchases let INSIDE link recommended products to later sales.
- Basket trackingEnhances
Completion can turn tracked basket contents into purchased-item detail.
- Sales attribution to conversations and operatorsRequires
Attribution applies to completed tracked purchases.
- Proactive chat control group sales comparisonRequires
Tracked completed purchases supply the sales and revenue outcomes.
- Purchase currencies and conversionEnhances
Completed purchase tracking uses the website currency for converted values.
- Purchase details and conversion creditEnhances
Completed purchase tracking supplies the default purchase history; an alternative history integration can replace those results.
- Sales attribution and conversion reportsRequires
Reports need recorded completed purchases to show sales.
- Product recommendation and purchase reportsEnhances
Completed purchases supply conversion counts and sales values.
- Operation Analysis of visitor and sales activityEnhances
Recorded purchases supply the sales series.
- Voice, video and live show reportsEnhances
Recorded completed purchases supply attributed sales and order values.
- Business Feed and Academy reportsEnhances
Recorded purchases contribute to the older company sales summary.
View all connections as a list
This feature uses
- Website and regional settingsConfigured by
Website settings control automatic favourites on attributed sales.
- Product recommendations and purchase trackingEnhances
Tracked purchase items can be associated with recorded product recommendations.
- Basket trackingEnhances
Saved basket observations can supply omitted purchase lines when the completion total matches.
- Sales attribution to conversations and operatorsConfigured by
Attribution determines whether an operator and conversation receive credit.
- Purchase currencies and conversionConfigured by
Original money and website currency values are retained for tracked purchases.
- Purchase details and conversion creditEnhances
Tracked purchase history exposes recorded purchase detail and conversion evidence.
- Avatar animation and reaction settingsEnhances
Tracked sales can trigger configured avatar reactions.
- Stats Bar and My StatsEnhances
The Stats Bar and My Stats display enabled sales and revenue measures from tracked purchases.
- Customer contact identities across channelsEnhances
Linked visitor identities currently on the floor receive updated sales summaries.
- Sales attribution and conversion reportsEnhances
Completed purchases supply sales and conversion reporting.
- Live show broadcastingEnhances
Live-show attendance can add a show association to a tracked purchase.
- Company Shows with prerecorded videosEnhances
Video-show viewing context can receive purchase associations.
- Favourite visitorsEnhances
An attributed purchase can automatically favourite the visitor.
- Cookie consent and opting outConfigured by
Normal live sale handling requires cookies to be enabled.
Used by
- Floor avatar indicatorsEnhances
Completed purchases supply sale activity signals.
- Avatar animation and reaction settingsEnhances
Tracked sales can trigger avatar reactions.
- Operator notifications and alertsEnhances
Completed purchases can generate sale notices.
- Operator notification soundsEnhances
Sales can trigger the Sale sound.
- Monitor modeEnhances
Tracked purchases supply sales information.
- Festive floor themesEnhances
Purchase activity can trigger themed sales presentation.
- Visitor event targeting conditionsEnhances
Recorded sales supply purchase filters.
- AI resolution and first-contact metricsEnhances
Completed purchases can update an autonomous conversation to resolved.
- Product recommendations and purchase trackingEnhances
Tracked completed purchases let INSIDE link recommended products to later sales.
- Basket trackingEnhances
Completion can turn tracked basket contents into purchased-item detail.
- Sales attribution to conversations and operatorsRequires
Attribution applies to completed tracked purchases.
- Proactive chat control group sales comparisonRequires
Tracked completed purchases supply the sales and revenue outcomes.
- Purchase currencies and conversionEnhances
Completed purchase tracking uses the website currency for converted values.
- Purchase details and conversion creditEnhances
Completed purchase tracking supplies the default purchase history; an alternative history integration can replace those results.
- Sales attribution and conversion reportsRequires
Reports need recorded completed purchases to show sales.
- Product recommendation and purchase reportsEnhances
Completed purchases supply conversion counts and sales values.
- Operation Analysis of visitor and sales activityEnhances
Recorded purchases supply the sales series.
- Voice, video and live show reportsEnhances
Recorded completed purchases supply attributed sales and order values.
- Business Feed and Academy reportsEnhances
Recorded purchases contribute to the older company sales summary.
FAQ and troubleshooting
Why is the store order absent from INSIDE sales?
Reading the order from a store does not track it as a sale. Check the website's completion reporting, visitor context and consent mode.
Why did reloading the confirmation page not create another sale?
The existing merchant order identifier can suppress repeated processing. Keep that identifier stable when reporting the same purchase.
Why did an operator receive no credit?
A completed purchase can be tracked without an eligible conversation. Check the sales attribution rules and window separately.
Why did a completed payment form not update Sales?
Payment-form completion and purchase tracking are separate. Check that the website reported the completed order.