Alhena Client Conversation Limit Audit (Retention)

Alhena Client Conversation Limit Audit (Retention)

1. 01

   Open the Alhena dashboard and navigate to the client's workspace

   Select the client account from the workspace switcher to ensure you are viewing the correct Alhena instance.

2. 02

   Review the conversation usage meter in the plan overview section

   Compare the current month's conversation count against the plan limit (e.g., 200/mo on Essentials, 1,200/mo on Scale). Note the percentage used and the projected run rate.

3. 03

   Check the AI profile settings for each active profile

   Under 'AI Profiles', verify that each profile is assigned to the correct client and that the conversation routing rules match the client's support and sales workflows.

4. 04

   Inspect the AI Visibility audit results for the client's product catalog

   Navigate to the AI Visibility section and review the audit report for the client's URLs/SKUs. Identify any products that are not optimized for AI search engines like ChatGPT or Gemini.

5. 05

   Analyze the conversation logs for support and shopping assistant interactions

   Filter logs by date range and module (Support Concierge vs Shopping Assistant). Look for spikes in conversation volume that could indicate a need for a plan upgrade or additional configuration.

6. 06

   Evaluate the tracked AI questions and content optimisation credits

   Check the 'AI Questions Tracked' count and the remaining content optimisation credits. If credits are low, plan for a content refresh or recommend a plan upgrade to the client.

7. 07

   Generate a usage report and share it with the client

   Use the dashboard's export or reporting feature to create a summary of conversation usage, AI visibility scores, and support resolution rates. Present this in a client-facing format with recommendations for plan adjustments or workflow improvements.