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Documentation Index

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Conversion tracking connects a conversation to a real business outcome — a tour scheduled, a booking made, a membership signed, or a day pass bought. Every conversion is stored in Nexudus and visible in the AI Conversations list. Conversions are tracked across all channels: chat, email, and WhatsApp.
Diagram showing: AI chat session ID embedded in links, member completes action, conversion recorded in Nexudus

How session IDs work

Every conversation has a unique session ID — a long random identifier. On the chat channel, it is generated when the chat window opens. On email and WhatsApp, it is generated when a new conversation starts (see Channels for session duration details). This session ID is automatically embedded in every call-to-action link the AI generates:
  • Day pass purchase links
  • Membership plan sign-up / checkout links
  • Private office tour request links
  • Booking confirmation links
When a person follows one of these links and completes the action, the session ID travels with them through checkout or the tour form. Nexudus uses it to look up the originating conversation and stores the outcome against that session’s messages. For actions completed directly through the AI — such as creating a booking via the confirmation flow — the session ID is already known and the conversion is recorded automatically without requiring a link click.

Tours / Visitor conversions

What triggers it: A prospect clicks “Request a tour for [Office]” from the AI’s private office response and submits the tour request form. What Nexudus records: A new Visitor record is created (or an existing one is updated) with the chat session ID stored in its custom fields. Where you see it: The AI Conversations list shows a “Tour booked” badge (lavender) linking to the Visitor record. The Visitor record itself also shows the full AI conversation that led to the tour.

Contract / sign-up conversions

What triggers it: A prospect clicks “Sign up for [Plan]” from the AI’s membership plan response and completes checkout. What Nexudus records:
  • A CoworkerContract record is created and linked to the session.
  • If the person was not already in Nexudus, a new Coworker (customer) record is also created and linked.
Where you see it: The conversation row shows a “Contract created” badge (blue) and, if applicable, a “Customer created” badge (green).

Booking conversions

What triggers it: A member creates a booking through the AI’s confirmation flow — on any channel. What Nexudus records: A Booking record is created and linked to the session. Where you see it: The conversation row shows a “Booking created” badge (teal) linking to the Booking record.

Day pass conversions

What triggers it: A member or visitor clicks “Get a day pass” from the AI’s day pass response and completes the purchase. What Nexudus records: A CoworkerProduct record is created and linked to the session. Where you see it: The conversation row shows a “Day pass purchased” badge (peach).

Conversion summary

OutcomeBadgeColourLinks to
Tour arrangedTour bookedLavenderVisitor record
New customer createdCustomer createdGreenCoworker record
Membership startedContract createdBlueCoworkerContract record
Booking madeBooking createdTealBooking record
Day pass boughtDay pass purchasedPeachCoworkerProduct record
A single conversation can produce multiple badges — for example, a new prospect who signs up for a membership generates both a “Customer created” and a “Contract created” badge.
AI Conversations list showing multiple rows with all four types of conversion badge
Conversations with no badges are still valuable. They may represent members asking questions, or prospects who browsed but have not yet converted. Reviewing unconverted conversations can surface friction points in your sales process.