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In Analytics you can create a custom report to see, for example:
  • The Analytics of a specific AI Agent
  • Which channel generates the most conversations
  • The conversations handled by a specific user or users

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Creating a custom report

1

Create a report

To create a custom report navigate to Analytics in the left-hand menu. Then, click Create report under reports.
Create Report Pn
This opens the custom report builder, where you can choose which data to focus on.
Analytics Create Report Pn
2

Name your report

Create Report Report Name Pn
3

Choose what your report should show

When creating a custom report, you can select:
  • AI Agent(s): View and compare statistics for one or more AI Agent(s).
  • User(s): Filter by (a) specific team member(s) to analyze performance per human agent.
  • Channel(s): See statistics for (a) specific channel(s).
Custom Report Select Pn
It’s not possible to select both AI Agents and users. This feature will be available in the future.
4

Create the report

Lastly, select Create report to have it added to your reports.
Custom Report Create 2 Pn

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Manage your report

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Edit report name

Edit the report’s name by selecting the 3 dots in the upper-right corner and selecting Edit name.

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Export report

Export the report by selecting the 3 dots in the upper-right corner and selecting Export.

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Delete report

Delete the report by selecting the 3 dots in the upper-right corner and selecting Delete.