---
title: "See which website tries became customers | Busymate AI"
description: "Platform operators: read every website try with its instruments, the six-stage conversion funnel, and an honest outcome per try — converted, probable, or where it left."
last_updated: "2026-09-15T15:10:41+03:00"
---
# See which website tries became customers | Busymate AI

Source: https://busymate.ai/ja/docs/guides/preview-funnel
Last modified: 2026-09-15T15:10:41+03:00
Every time someone previews your mate on their own website (the hero quick start, `/try/<host>`), the platform keeps the try — and now answers the two questions a platform operator asks about it: **did this try become a customer, and if not, where did it leave?** Console → Platform → Previews shows every try with its instruments, a conversion funnel for the window, and one honest outcome line per try. Platform operators only; a workspace never sees another workspace's tries.

## 1. Read the funnel

The widget under the timeline is a sequence of six bars for the active range (last 7 / 30 / 90 days, or the whole retained window):

| Stage | What proves it |
|---|---|
| **Tried** | The preview session exists |
| **Reached a step** | The "Keep this assistant" flow reached at least one quick-start step |
| **Signed up** | A platform account is known for the try — the scan-id stamp of a signed-in landing, or a signed-in session owner |
| **Created tenant** | A workspace was created or joined after the try began, or the scan stamped one |
| **Published** | That workspace's runtime was published at least once |
| **Subscribed** | The account holds an active or trialing subscription, or paid an invoice |

Each bar is labelled with its count and the share of the previous bar; the table under the bars repeats the numbers, and the per-site table lists tries, converted, probable and the conversion rate per host. A bar the platform could not prove (the account facts were unreadable) is drawn outlined with a `?` — never a zero.

## 2. Read a try

Open **Every try** to list every try across hosts, newest first, or pick a site and then a session. Each row and the detail pane carry the same instruments:

- **Outcome** — `Converted → <workspace> (day N)`, `Probably → <workspace>`, or `Left at: <stage> · last seen <when>`.
- **Stages** — the six chips, reached or not; an unproven chip says so.
- **Quick-start steps** — `step N of 6` with the seconds each step took, and the verdict when a step failed.
- **Identity** — the same badge model as the Inbox: `no visitor id`, `anonymous`, `returning · N earlier tries`, `linked to <subject>`, or `seen with N accounts` (a shared browser is never assigned to one account).
- **Account** — the email, when it signed up, whether it existed before the try, the subscription status.
- **Client** — country, device class, OS and browser, referrer, entry URL and the UTM campaign. No IP is stored or shown.
- **AI readiness** — the cached scorecard for the host (checks passed, the missing ones) and how many pages the scan read.
- **Links** — open the try (`/try/<host>`), open the visitor's cross-workspace journey, open the workspace.
- **Evidence** — the named facts the verdict came from (`scan_stamp`, `session_owner`, `domain_owner`, `sibling_session`, `runtime_receipt`, `subscription` …).

## 3. Converted, probable, or left

The verdict is only as strong as the link:

- **Converted** — unambiguous. The try's scan id was stamped by a signed-in landing, or the session's own signed-in owner created or joined the workspace.
- **Probable** — a plausible but unproven link: the workspace merely owns the tried domain, the conversion was stamped on a sibling try of the same browser, or the account joined a workspace after the try without the scan stamp. It is shown as probable and counted separately; it is never called converted.
- **Left** — no workspace is linked; the row says the furthest stage and when the visitor was last seen.

## 4. Filter, export, act

- **Filters** — minimum stage reached, outcome (converted / probable / left), site, search, date range. The `Subscribed` stage filter narrows to tries with a workspace and then checks subscriptions.
- **Export CSV** — every try in the current filter with all instruments as columns (bounded to 200 rows per export).
- **Realtime** — a new try, a new quick-start step or a conversion updates the page on its own; nothing polls.
- **Actions** — mark a lead, add a note, copy the invite link (unchanged from the Previews explorer).

## From your AI tools (MCP)

- `list_platform_previews` — every try with instruments; `host`, `q`, `range_days`, `stage`, `outcome`, `limit`, `offset`.
- `get_platform_preview` — one try's full instrument set by `session_id`.
- `get_platform_preview_funnel` — the rollup for `days` (optionally one `host`).

All three are platform-operator only and refuse a workspace caller before anything runs. The account facts come from `get_platform_preview_conversion_facts`, which re-checks the operator role on every call.

## Reference

- Console: `/console/platform/previews?view=tries` · `&stage=<stage>` · `&outcome=converted|probable|left` · `&site=<host>` · `&session=<id>`
- Related: [Follow a visitor across workspaces](https://busymate.ai/ja/docs/guides/visitor-journey) · [Recognize signed-in customers](https://busymate.ai/ja/docs/guides/identified-visitors)