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Success and ROI: criteria linked to conversation outcomes

Configure success criteria and how to estimate financial benefits from successful conversations.

Prepared on Oct 28, 2026 · 1 min

Change identified in code:

Feature identified in the platform code in October 2026. Availability depends on the deployed version, permissions and environment connectors. Contact Zild if it is not visible yet.

What changed

Configure success criteria and how to estimate financial benefits from successful conversations.

How to use it

In the agent Success and ROI tab, describe and enable required criteria. Choose cost reduction or revenue increase, currency and either a fixed value per success or conversation extraction. Review extraction instructions against known examples.

Limits and prerequisites

All active criteria must pass. Without active criteria, conversations are not evaluated for success. Missing values are not treated as zero. Configured benefits are process estimates and do not alone prove realized savings.

Validate in your operation

Compare a successful conversation with one failing a criterion. Check the financial value source and document assumptions for review with business owners.

Bring this idea into your operations.

Map the process, connect systems and evaluate outcomes with Zild.

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