Insurance teams can build a sales conversion dashboard by describing what they want in a chat interface, then uploading data or connecting existing tools. The system generates a live dashboard showing where customers come from and how they convert at each stage.
insurance teams. If you want to, for example, build a dashboard to analyze your sales conversion funnel, you can describe, hey, I want to have a dashboard to understand what's my conversion funnel, where are my customers coming from, and at each phase, how are they converted? You can describe like that here and also connect your tools or just share the Excel sheet with the data. In this chat, it shall be able to build you a dashboard with the real data and provide you the insights.
