---
description: Use the Close Conversation feature to track sales agent productivity.
title: How to Track Productivity by Closing Conversations
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---

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4. How to Track Productivity by Closing Conversations

# How to Track Productivity by Closing Conversations

![Avatar](https://assets2-proxy.respond.io/ph8r57dk1q9w/4IHLTWbmWN0uXBc5x4jthC/59252fcdb357304ce07be76043047b7a/Susan_Swier_Avatar.svg)

Susan Swier

· 18 Jun 2025

2 min read

> In this article, you'll learn how to use the Close Conversation feature to track sales agent productivity.

Respond.io’s Close Conversation feature is a powerful tool that can be used for many use cases on the platform based on your business needs. For sales use cases, it can be used to track agent productivity in the Reports Module.

## Benefits of the Close Conversation Feature

The Close Conversation feature can be used to:

* Track agent productivity in the Reports module by viewing how many leads they interacted with.
* Provide summaries of activities completed in each Conversation.

## Method for Managing Closing Conversations

* Track agent productivity on the respond.io platform with the Close Conversation feature.

### Track agent activity on the respond.io platform

Agent productivity can be tracked by how many conversations they have with leads and what activities take place in those conversations. Businesses can use the **Close** button to monitor these activities in the **Reports** Module.

> **Tip:** You can track agents’ activities such as lead qualification and sales completed by labeling closed conversations. For deal tracking and management for long sales cycles, [connect respond.io to your external CRM](https://respond.io/help/sales-use-case/using-respond-io-to-create-deals-in-a-crm).

**Method Objectives**

* Close the conversation when an activity with a lead is completed.
* Monitor all closed conversations.

**How-To**

#### Close the conversation when an activity with a lead is completed

> **Tip:** Learn more about [Closing Conversations here](https://respond.io/help/messages/assignment-and-closing-a-conversation#closing%5Fa%5Fconversation).

To close a conversation with a lead, use the **Close** button on top and add an optional Closing Note to provide a summary of the conversation.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/7AMbp90vvhqb4PYOrEnK6j/a8398c0b3841b5dca8094a16208af19b/screenshot-2024-06-18-at-2-00-53-pm.png?fm=jpg&q=80&w=640) 

> **Tip:** Learn how to [enable and configure the Closing Notes here](https://respond.io/help/workspace-settings/closing-notes#closing%5Fnotes%5Fsetting).

In the Closing Note, add a Conversation Category and Summary. For sales agents, common categories include Order Issue, Payment Issue, and Product Inquiry. 

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/3pqvyD0yAeXM2lhf1fryvI/7688804ed9e69af40648f10782041fba/closing_notes-order_issue.png?fm=jpg&q=80&w=640) 

### Generate Summaries with AI

Instead of typing out a summary manually, use **AI** to generate a professional, concise recap of the conversation before closing it.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/71LhCYgPEspLBIzl5pqOvW/b8e39ff76a54179f49374d9064af1fde/Screenshot_2025-06-17_at_2.52.49â__PM.png?fm=jpg&q=80&w=640) 
1. Click the **Close** button at the top of the conversation window.
2. **Access the Closing Note**:  
   * If your workspace has **Closing Notes enabled and set to mandatory**, the dialog will appear automatically.  
   * If **Closing Notes are optional,** click the **arrow** next to the Close button to open the dialog manually.  
   * If **Closing Notes are disabled,** the dialog will **not be accessible** at all.
3. In the Closing Note composer, click the **Summarize** icon.
4. An AI summary will be generated based on the latest open conversation (up to 100 messages). You can review and edit it before posting.

> The AI-generated summary focuses on key highlights such as customer issues, decisions made, or agent actions.

### **Here’s how:**

#### Monitor all closed conversations

> **Tip:** Learn more about [Conversation Lists here](https://respond.io/help/dashboard-reporting/reports-conversations#conversation%5Flist).

To monitor closed conversations, use the Conversation List in the **Reports** Module. The list table shows an overview of all closed conversation, including data such as first response and resolution time, conversation summary and more, within a selected time period.

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/6Fenfcc8SJFrVBTocUqfpD/9547f16741632befe829c96c3edb5c8a/HubSpot-Inbox2-ezgif.com-video-to-gif-converter.gif?w=480) 

> Tip: Learn more about [reporting for Sales here](https://respond.io/help/sales-use-case/reporting-for-sales).

> **Tip:** If your business has short cycles, you may want to automatically unassign Contacts from agents when conversations are closed. Learn how to [create a Workflow for this here](https://respond.io/help/support-use-case/closing-conversations).

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## 

Related articles 👩‍💻

* [Organizing Lifecycle Stages for Accurate ReportingLearn how to correctly move Lifecycle Stages to ensure accurate reporting in respond.io. ](/help/reporting-and-analytics/how-to-move-an-existing-lifecycle-stage-from-primary-to-lost)
* [How to Analyze Reports for SalesTrack and report on sales activities and agent performance. ](/help/reporting-and-analytics/reporting-for-sales)
* [How to Supervise Sales AgentsSupervise and manage sales agents on the respond.io platform. ](/help/reporting-and-analytics/supervising-sales-agents)
* [How to Analyze Reports for SupportKeep track of all the metrics relevant for your support performance and conversations. ](/help/reporting-and-analytics/reporting-for-support)
* [How to Supervise Your Support AgentsAllow managers to identify issues on a daily basis and task agents to solve the issues. ](/help/reporting-and-analytics/supervising-your-agents)

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2025-12-05T03:58:13.862Z

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