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Sales & Gamification overview

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

The ConversaLabs Sales & Gamification module turns your support operation into a measurable, motivated sales machine. In one place it brings together sales management (per-rep customer portfolio, goals and distribution), gamification (leaderboard, points, levels, leagues, badges and trophies), the rewards economy (coins and a prize catalog), commissions and a real-time wallboard to display the live ranking.

The key differentiator: the numbers come from real product events. When a deal is won in the CRM, a payment is confirmed, a catalog sale happens, an appointment is booked or a follow-up converts, the module records points automatically — no manual spreadsheet entry. The platform also includes Engagement & Lead Score, which measures each contact's engagement and computes a configurable lead score.

Prerequisites

  • An active ConversaLabs account with the Sales & Gamification module enabled (optional feature, turned on by an administrator/operator).
  • For the engagement and lead-scoring features, the Engagement & Lead Score module must also be enabled.
  • An access role with the sales management permission to configure goals, rewards and commissions. Reps usually get a role with access to their own portfolio and ranking.
  • Real events flowing through the platform (CRM deals, payments, bookings, etc.) so the scoreboard has something to score.

Step by step

  1. Ask an administrator to enable the module for your account.
  2. Define the sales access roles (for example, rep and sales manager) and assign them to the team.
  3. Organize the customer portfolio: each rep now owns their contacts, conversations and deals.
  4. Create your first goals (and, if you like, goal-over-goal tiers) per period.
  5. Turn on gamification: confirm the point sources, badges and the leaderboard.
  6. Build the rewards economy (coins and catalog) and/or the commission plans.
  7. Open the wallboard on an office TV or share the display link.
  8. Track the Reports to measure attainment, payout and progress.

Settings & options

  • Sales management: portfolio, per-rep isolation, transfer, distribution and goals.
  • Gamification: leaderboard, points, levels, leagues, contests, badges and recognition.
  • Rewards: coins, prize catalog and redemption queue.
  • Commissions: plans with tiers, accelerators, SPIFs, clawback and statements.
  • Wallboard: scenes, animations, a read-only display token and visual branding.
  • Engagement & Lead Score: event catalog, point groups, weights and the timeline.

Use cases

  • Give each rep a private portfolio and measure individual results precisely.
  • Create healthy competition with a live ranking on the wallboard and team rewards.
  • Reward behaviors (not just sales) with coins redeemable for prizes.
  • Pay commissions transparently, with auditable statements.
  • Prioritize the hottest leads by their engagement score.

Tips, limits & best practices

  • Start with goals and one or two point sources; add complexity gradually.
  • Keep the rules visible to the team — gamification works when it's transparent.
  • Use the wallboard as a daily ritual (morning/afternoon) to keep engagement high.
  • Remember points derive from real events: make sure the CRM, Payments and Calendar are being used correctly.

Troubleshooting

  • I don't see the module: it may not be enabled for your account or your access role — talk to an administrator.
  • The scoreboard is empty: confirm there are active goals in the period and that events (deals, payments) are happening in the platform.
  • A rep can't see another rep's portfolio: that's expected — per-rep isolation is intentional.

See also