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Referral Tracking lets you see exactly where each conversation originates from. Whether a customer clicks a WhatsApp ad, browses an Instagram product, or lands on your web widget from a Google campaign, Invent captures the source and displays it directly in the conversation. This gives your assistants the perfect context to know what the customer is interested in and how to respond.

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Supported Sources

Tracking works across native ad platforms and web widget UTM URLs:

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Native Ads

SourceDescription
Messenger AdConversations initiated from Facebook Messenger ads
WhatsApp AdConversations initiated from WhatsApp click-to-chat ads
Instagram AdConversations initiated from Instagram ads

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Native Products

SourceDescription
Messenger ProductConversations initiated from products shared in Messenger
WhatsApp Product (Catalogs)Conversations initiated from WhatsApp product catalogs
WhatsApp Order (Catalogs)Conversations initiated from WhatsApp catalog orders
Instagram ProductConversations initiated from Instagram product listings

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Web Widget

SourceDescription
Web Widget (UTM Support)Conversations from your website widget with full UTM parameter tracking

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How It Works

When a customer starts a conversation from any supported source, Invent automatically captures the referral information and displays it in two places:
  1. Conversation timeline: A referral banner appears at the top of the conversation showing the source type and key details
  2. Contact panel: The Referral section in the Contact Panel shows the full referral breakdown
No additional setup is required for native ad and product tracking. For web widget tracking, UTM parameters are captured automatically from the page URL where the widget is embedded.

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Viewing Referral Data

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Ad and Product Referrals

For conversations originating from ads or product listings, the referral section displays:
  • Source type: The platform and type (e.g., Instagram Product, WhatsApp Ad)
  • Product image: A thumbnail of the product (for product-based referrals)
  • Product name: The name of the product the customer interacted with
  • Price: The listed price of the product
  • Description: The product description
In the conversation timeline, you will see a banner like “Instagram Product” along with the product name, price, and description.

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Web Widget UTM Referrals

For conversations originating from your web widget with UTM parameters, the referral section captures:
  • Source: The traffic source (e.g., google, facebook, newsletter)
  • Medium: The marketing medium (e.g., cpc, email, social)
  • Campaign: The campaign name (e.g., spring_sale_2026)
  • Term: The paid search keyword (e.g., ai chatbot)
  • Content: The ad variation or content identifier (e.g., headline_v2)
  • Google Click ID: The GCLID for Google Ads attribution
  • Page: The full URL the customer visited
In the conversation timeline, a “Website” banner appears showing the source, medium, and campaign.

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Using Tracking with Assistants

Referral data is available to your assistants, enabling them to tailor responses based on context. For example:
  • A customer coming from a product listing can be greeted with information about that specific product
  • A customer from a paid ad campaign can receive messaging aligned with the campaign’s offer
  • A customer browsing your catalog can get personalized product recommendations based on the item they viewed
This context helps your assistants deliver relevant, personalized conversations from the very first message. You can add rules in your Instructions to guide how your assistant uses referral data (e.g., “If the customer came from a product listing, greet them with information about that product”).

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Next Steps

Inbox

View referral data in the contact panel alongside conversations

Channels

Connect the channels that support referral tracking