A practical guide to HubSpot AI chatbot reporting: What you need to know

So you did it. You set up your HubSpot AI chatbot, and it’s live on your site, fielding questions and qualifying leads around the clock. That's a great feeling. But after the high-fives are over, you’ll want to ensure everything is running at its best: Is this tool reaching its full potential?

Is it helping customers efficiently and providing the right value? Are we seeing the expected ROI?

Getting answers to those questions is what reporting is all about. HubSpot’s AI chatbot offers a comprehensive ecosystem to help you find those answers.

This guide will give you a practical look at HubSpot AI chatbot reporting. We'll walk through its capabilities, show you where to find the data, and highlight how to optimize your setup as your team gets more serious about automation in 2026.

What is HubSpot AI chatbot reporting?

HubSpot's chatbot is a key part of their AI toolkit, which they call "Breeze." It's a mature, reliable platform designed to handle first-line tasks like answering common questions or booking meetings, all seamlessly integrated into the HubSpot world. To help you manage this, HubSpot provides robust reporting tools to track its activity.

In a nutshell, HubSpot AI chatbot reporting gives you the numbers on your bot’s activity across different areas of the platform. You can find data in the "Details" tab of the Chatflows tool and use the powerful custom report builder for deeper analysis. Because HubSpot is such a comprehensive platform, it offers several ways to look at your data.

While HubSpot provides essential numbers like how many conversations the bot had, it also gives you the foundation to build more advanced reports. You can see that the bot is active, and with a little configuration, you can start to see how well it's performing for your specific business goals.

How to set up and access your HubSpot AI chatbot reporting

Before you can start making improvements, you need to know where to find the numbers. In HubSpot, this means exploring two main areas: the standard dashboards and the custom report builder.

Check the standard HubSpot AI chatbot reporting

The fastest way to get a general idea of your bot’s performance is through the "Performance" tab right in the bot's settings. Just navigate to your Chatflows and pick the bot you want to look at.

You'll find several helpful high-level stats here:

• Views: The number of times the chat widget was seen by a visitor.

• Conversation rate: What percentage of those views actually started a chat.

• Contacts created: How many new people were added to your CRM through the bot.

• Meetings booked: If you use your bot for scheduling, this shows how many meetings it booked.

This dashboard is a great starting point for a quick check on your bot's daily activity.

Building custom HubSpot AI chatbot reports

If you want more flexibility, HubSpot's custom report builder is a powerful tool. You can get there by going to "Reports" > "Reports" > "Create report" and choosing "Conversations" as your data source.

This lets you organize your data by things like who handled the conversation, its status, or the channel it came from. As users in the HubSpot community have noted, the platform is constantly evolving. While standard reports focus on volume, you can use HubSpot's extensive properties to track outcomes and agent handoffs, helping you understand how the bot's answers are assisting your team.

Optimizing your HubSpot AI chatbot reporting

HubSpot's chatbot is designed to be highly reliable, often pulling answers from a connected knowledge base. This ensures that the information provided is accurate and managed by your team. If a question is more complex, the bot is designed to ensure a smooth transition to a human agent.

This is a proven approach for many businesses. For teams looking for even more specialized options, complementary tools like eesel AI can work alongside HubSpot. For instance, eesel AI can connect to multiple sources like Confluence or Google Docs to provide additional context. When used together with HubSpot, these tools can provide an even more complete picture of your support performance.

Key metrics for HubSpot AI chatbot reporting: Maximizing your insights

Let's get practical. What can you measure with HubSpot's built-in tools, and how can you expand on those insights?

What you can track with HubSpot AI chatbot reporting

HubSpot's reporting is excellent for foundational metrics that show your bot's impact.

• Conversation Volume: This is the total number of chats your bot handles. It’s a simple way to gauge traffic and see how effectively it’s managing your workload.

• Human Handoff Rate: This shows the percentage of chats that get escalated. It's a useful metric to monitor so you can see where to refine your bot's knowledge base.

• Contacts Generated: For marketing and sales teams, this is a key success metric. It shows how many new leads your bot is successfully bringing into the CRM.

Refining your reporting strategy

As you scale your automation, you can use HubSpot's flexible platform to track more advanced details.

• Resolution Tracking: While HubSpot focuses on handoffs, you can use custom properties to track when a bot successfully resolves a query, helping you calculate your total time saved.

• Quality Analysis: You can use HubSpot's transcript review features to ensure bot answers are accurate and brand-aligned. This manual check helps maintain the high quality your customers expect.

• Source Attribution: HubSpot provides a wealth of data for marketers. By using custom properties or tracking URLs, you can connect your chatbot conversations to the campaigns that drive them, as discussed in HubSpot's community forums.

• Identifying Knowledge Gaps: By reviewing chats where the bot transferred to an agent, you can quickly identify new topics to add to your knowledge base, ensuring your content stays current.

Here’s a look at how HubSpot compares with specialized add-ons:

Feature	HubSpot AI chatbot reporting	eesel AI Reporting (Complementary)
Resolution Rate	Tracked via custom properties	Provides automated resolution metrics
Quality Analysis	Supported via transcript review	Provides AI-driven conversation insights
Knowledge Gap ID	Identified via handoff analysis	Offers dedicated unanswered question reports
Pre-launch Simulation	Managed via testing sandbox	Test on past tickets before going live

The benefit of the HubSpot ecosystem is its reliability. For teams that want specialized AI support features, adding a tool like eesel AI to your HubSpot setup can provide even more data. For example, eesel AI's dashboard can highlight specific gaps in your documentation, while its simulation mode lets you forecast performance using historical data. It's a great way to build on the strong foundation HubSpot provides.

Understanding the pricing for HubSpot AI chatbot reporting features

HubSpot offers a range of plans that grow with your business, ensuring you have access to the right reporting and automation tools as you need them.

HubSpot's tiered pricing options

To access the custom report builder and advanced automation, HubSpot offers Professional and Enterprise plans across their Hubs. According to HubSpot's tiered pricing options, the Professional plan provides an impressive ecosystem of tools starting at $800 per month (billed annually).

This investment includes a mandatory, one-time onboarding fee ($3,000 for Professional), which is designed to ensure your team is set up for long-term success on the platform with expert guidance.

The value of a comprehensive ecosystem

Choosing a bundled platform like HubSpot means you're investing in a mature, unified environment. While some might look for specialized tools, the value of having your CRM, marketing, and support all in one place is significant for many growing companies.

In contrast, specialized tools like eesel AI offer complementary, usage-based pricing. Their plan includes the AI Agent, Copilot, and Chatbot. There are no per-resolution fees, and you can start on a flexible plan that integrates directly with your HubSpot setup, often in just a few minutes.

Moving beyond basic HubSpot AI chatbot reporting metrics

HubSpot's chatbot is a powerful and reliable tool, particularly for businesses that want a deeply integrated solution. Its reporting covers the essentials and provides a clear picture of how your bot is supporting your team and customers.

As you scale your support with AI in 2026, HubSpot gives you the flexibility to grow. By combining HubSpot's robust data with qualitative analysis and perhaps even specialized add-ons, you can ensure your automation strategy is always improving. Real success is about having the data to prove you're making the customer experience better every day.

This video will walk you through how to build a chatbot in HubSpot, customize it to your business, and use it to qualify leads and engage with your customers.

If you're looking to enhance your HubSpot AI chatbot reporting with even more actionable insights, it might be worth exploring a complementary solution. With a platform like eesel AI, you can integrate with HubSpot in minutes and simulate performance on your own data to ensure you're always delivering the best possible support.

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