Clio · the record behind Kairos
How this site books calls
Kairos is the AI assistant on this demonstration site: it answers questions about DataCram Capital from the site's own facts and books introductory calls with investor relations. Clio is the dashboard behind it, counting what visitors do with Kairos, from the first open to the booked call. This is a read-only public copy of that dashboard, in aggregate only.
Sample history. Live counts from this demo are added as visitors use it. Window: the last 28 days.
Live from this demo, last 28 days: 1 widget opens, 1 conversations, 1 contacts captured, 1 calls booked. Counts refresh hourly; last read Nov 1, 11:13 PM Eastern.
The headline numbers
Widget opens
772
Times a visitor opened Kairos, counted once per visit.
Conversations
437
Visits where the visitor sent at least one message.
Contacts captured
135
Conversations where the visitor gave their details to book.
Calls booked
74
Introductory calls booked in the chat.
Booking rate
17%
Calls booked divided by conversations.
After-hours share
37%
Conversations outside 9 to 5 Eastern on weekdays; 31% of bookings.
The funnel, step by step
Each step is a subset of the one above it. The biggest drop shows where Kairos, or the site, loses people.
- Opened772
Visitors who opened Kairos.
- Engaged437 · 57% of the step before
Opened and sent at least one message: a conversation.
- Contact captured135 · 31% of the step before
Gave a name, email, organization and investor type.
- Booked74 · 55% of the step before
Booked an introductory call.
Calls booked by day
Bookings made each day (not the day of the call). Times offered in the chat this window: 175.
Show the numbers
| Day | Sample | Live |
|---|---|---|
| Oct 6 | 3 | 0 |
| Oct 7 | 3 | 0 |
| Oct 8 | 3 | 0 |
| Oct 9 | 3 | 0 |
| Oct 10 | 1 | 0 |
| Oct 11 | 1 | 0 |
| Oct 12 | 3 | 0 |
| Oct 13 | 3 | 0 |
| Oct 14 | 3 | 0 |
| Oct 15 | 3 | 0 |
| Oct 16 | 3 | 0 |
| Oct 17 | 2 | 0 |
| Oct 18 | 1 | 0 |
| Oct 19 | 3 | 0 |
| Oct 20 | 3 | 0 |
| Oct 21 | 4 | 0 |
| Oct 22 | 3 | 0 |
| Oct 23 | 3 | 0 |
| Oct 24 | 1 | 0 |
| Oct 25 | 2 | 0 |
| Oct 26 | 3 | 0 |
| Oct 27 | 3 | 0 |
| Oct 28 | 5 | 0 |
| Oct 29 | 3 | 0 |
| Oct 30 | 3 | 0 |
| Oct 31 | 1 | 0 |
| Nov 1 | 1 | 1 |
| Nov 2 | 3 | 0 |
Where conversations came from
The visit's source and medium, from its UTM tags, ad click ID or referring site, captured when the visitor first arrived.
| Source / medium | Conversations | Booked | Booking rate |
|---|---|---|---|
| google / organic | 144 | 23 | 16% |
| direct / (none) | 97 | 20 | 21% |
| linkedin.com / referral | 61 | 9 | 15% |
| google / cpc | 57 | 7 | 12% |
| newsletter / email | 44 | 11 | 25% |
| other sites / referral | 35 | 4 | 11% |
Pages where chats started
The page a visitor was reading when they opened Kairos and asked their first question.
| Page | Conversations | Booked | Booking rate |
|---|---|---|---|
| Investors | 167 | 41 | 25% |
| Home | 118 | 18 | 15% |
| Approach | 61 | 7 | 11% |
| Research | 39 | 4 | 10% |
| Careers | 31 | 1 | 3% |
| Contact | 22 | 2 | 9% |
The questions report
First messages sorted into topics by simple keyword rules (no AI reads them, and the messages themselves are not kept). The handling column shows which questions the site answers and which it routes.
| Topic | Questions | Share | How Kairos handled it |
|---|---|---|---|
| Eligibility and investing | 100 | 23% | Routed to an IR call |
| Booking a call | 83 | 19% | Booked or offered times |
| Performance and fees | 61 | 14% | Declined by rule, routed to IR |
| Strategies and approach | 58 | 13% | Answered from the site |
| Market views and advice | 35 | 8% | Declined by rule |
| Careers | 35 | 8% | Answered, linked to Careers |
| Offices and contact | 26 | 6% | Answered from the site |
| Current investor services | 17 | 4% | Partly answered: no portal content |
| About this demo | 13 | 3% | Answered from the site |
| Media, legal and complaints | 9 | 2% | Routed to the contact page |
Handoffs to a person
Conversations Kairos passed to the investor relations team by email instead of booking a time, by reason.
| Reason | Handoffs |
|---|---|
| Asked for a person | 18 |
| Eligibility question | 6 |
| Current investor request | 5 |
| Other | 3 |
What this page never shows
Transcripts, names, emails, phone numbers, organizations and click IDs stay out of the public view. Clio keeps a topic for each first message, not the message, and every figure here is a count.
Kairos and Clio for your business
DataCram builds Kairos for each client, in the client's brand and trained on the client's own pages, and every widget comes with a Clio dashboard. Read how the dashboard works in the Clio analytics dashboard, or see the product at Kairos by DataCram.
DataCram Capital is a fictional firm on a demonstration website. Nothing on this site is an offer to sell, or a solicitation of an offer to buy, any security or fund interest, and nothing here is investment advice. Sample figures describe the demo widget, not the firm.