
Challenge: Slow response times can lead to decreased customer satisfaction and lost leads.
Impact: Reduced engagement and potential revenue loss due to missed opportunities.
Challenge: Failure to properly integrate chat data with CRM systems can result in fragmented customer information.
Impact: Inability to track customer interactions comprehensively, affecting follow-up and personalization efforts.
Challenge: Misattribution of leads generated through chat can skew performance metrics.
Impact: Misguided marketing strategies and resource allocation based on incorrect data.
Challenge: Not tracking key engagement metrics can obscure insights into chat performance.
Impact: Missed opportunities for optimization and improvement in customer service.
Challenge: Improper handling of customer data during chat interactions can lead to compliance issues.
Impact: Potential legal ramifications and damage to brand reputation.
Identifies and alerts you to any discrepancies or errors in chat tracking, ensuring data accuracy.
Continuously monitors chat interactions to provide up-to-date insights into customer engagement.
Sends immediate notifications when anomalies are detected in chat data, allowing for prompt resolution.
Compares chat data across integrated platforms to ensure consistency and reliability.
If UTMs or referral paths are missing, leads from chat may be incorrectly attributed or fall into "Direct" traffic buckets.
Trackingplan monitors attribution across sessions and ensures chat-originated leads are correctly tagged, helping you understand the full user journey and optimize acquisition strategies.
Chat tools often collect personal information—names, emails, intents—which are subject to strict privacy laws.
Trackingplan verifies whether your data collection during chat sessions complies with legal frameworks, checking consent logic, PII flags, and cross-domain tracking risks.
Because life’s too short for tedious data work
Achieve more by getting rid of manual processes and validations
Reduction of measurement error resolution time
Hours saved per month per FTE
Reduction in data errors in reports
Improvement in campaign performance
Efficiency increase in marketing automation





