Create custom reports

• 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.

This opens the custom report builder, where you can choose which data to focus on.

2

Name your report

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).

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.

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Manage your report

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Edit report name

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Export report

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Delete report