How this works
Each row is a template cluster aggregated over the selected date range.
- Exposure is unique leads per template per day.
- Reply/negative rates are per lead, not per message.
- Use Actions for next steps and Evidence for real examples.
Limits
Template clustering can group similar text · Call metrics appear when outcomes are available
What to do next
Sort by exposure or negative reaction to prioritize.
Each row is a reusable outbound template. Metrics are aggregated over the selected date range.
Metrics are computed per lead exposure (unique parent_id) to avoid chatty leads skewing results.
Use this to improve messaging and timing. Not for eligibility decisions.
Use Explain to understand a metric and Evidence to see real examples.
- Start with templates that have high Exposure.
- Open a template’s details to review full text and context before changing anything.
- Use Explain to understand what a metric means; use Evidence to verify with real examples.
Exposure
Unique leads who received the template.
Outbound Occurrences
Total messages sent.
Reply rate
Percent of exposed leads who replied within the reply window.
Negative Reaction Rate (of leads)
Percent of exposed leads whose reply included complaints or opt-out signals.
Silence
Percent of exposed leads with no reply in the window.
MMS document uploads for document requests are treated as task completions, not negative reactions.
Negative reactions are a subset of replies—so a template can have a low negative rate even if many replies are logistics/clarification.