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Yaxii Smart Form — WooCommerce COD Checkout Engine
Yaxii Smart Form — WooCommerce COD Checkout Engine · Documentation

Reading Sessions And Filters

The Problem This Solves

Raw session data is only useful if you can quickly find the leads worth acting on. This guide explains every status badge the dashboard assigns to a session, how to filter and search the sessions list, and what you see when you open a single session to inspect it in detail.

The Seven Session Statuses

Every session carries one of these status badges:

StatusWhat It MeansTypical Next Action
Live (animated pulse)Customer is on the form right nowMonitor — they may convert without intervention
AbandonedCustomer left before submittingMove to the Recovery Pipeline to contact them
ContactedYou have reached out to the customerFollow up — move to Negotiating if they respond
NegotiatingCustomer is in discussion — you may be offering a discountClose the deal or send a discount code
RecoveredCustomer agreed to order after your outreachConfirm the order is placed
LostCustomer confirmed they are not orderingArchive — can be retried in a future campaign
ConvertedCustomer submitted the order on their own, without outreachNo action needed

Filtering the Sessions List

Go to Abandoned Checkout > Sessions. The filter bar above the table offers four standard dropdowns:

  • Status — show only sessions in a specific stage
  • Device — filter by mobile, tablet, or desktop
  • Progress — filter by how far the customer got through the form
  • Reason — filter by the detected abandonment reason

Use the search bar on the left to find a specific customer by name or address.

[Screenshot: Sessions tab showing the filter bar with four dropdown buttons and the search input, above a table of session rows — each row has a status badge, a mini progress bar, and a device icon]

Opening a Session’s Details

Click any row in the sessions table to open the Session Details panel. It contains four tabs:

TabWhat You Find Inside
OverviewCheckout progress bar, session duration, interaction count, confidence score, and device summary
Customer InfoName, phone, email, wilaya, and city — everything you need to make contact
Product DetailsProduct name, unit price, quantity selected, total order value, and chosen variant
Event TimelineA chronological log of every recorded interaction during the session

The panel header shows the session ID, status badge, time elapsed since the session, the customer’s name, the product they were ordering, and their checkout progress bar at a glance.

[Screenshot: Session Details panel open, showing the status badge, session ID, customer name, and product in the header, with the four-tab bar below and the checkout progress bar visible]

What’s Next?

→ Read: Using the Recovery Pipeline to Win Back Lost Leads