Reports

Get insights into your business with comprehensive reporting. Analytics

Report Types

Contact Reports

Live

Total contacts, sources, geographic distribution, tag analysis, growth rate.

Conversation Reports

Live

Volume by bot/channel, resolution rates, duration, peak hours.

Ticket Reports

Open vs resolved, priority breakdown, assignee stats, SLA compliance.

Campaign Reports

Open rates, click rates, conversions, best content, optimal timing.

Lead Reports

Lead sources, pipeline stages, conversion rates, velocity, win/loss.

Custom Reports

Flexible

Build reports with any data, metrics, and dimensions.

Building Reports

Quick Reports

Pre-built reports ready to use

1. Go to Reports

   Navigate to the Reports section from the sidebar.

2. Select report type

   Choose from Contact, Conversation, Ticket, Campaign, or Lead reports.

3. Choose date range

   Set the time period you want to analyze.

4. View results

   See your data visualized instantly.

Custom Reports

Build your own reports Advanced

1. Click + New Report

   Start a custom report configuration.

2. Select data source

   Choose which data to report on.

3. Choose metrics

   Select what to measure (counts, averages, rates).

4. Add dimensions

   Define how to group the data.

5. Apply filters

   Narrow down to specific criteria.

6. Save report

   Name and save for future access.

Report Building

• Start with pre-built reports and customize from there
• Save frequently used reports for quick access
• Share reports with team members for collaboration

Report Components

Metrics

What to measure

Metric Type	Examples
Count	Total contacts, messages
Sum	Total revenue, hours
Average	Avg. response time
Percentage	Conversion rate
Rate	Messages per hour

Dimensions

How to group data

Dimension	Use Case
Date/Time	Trends over time
Category	By type or status
User/Assignee	Team performance
Segment	Customer groups
Platform	Channel comparison

Filters

What to include

Filter Type	Example
Date range	Last 30 days
Specific values	Status = “Open”
Conditions	Value > $1,000
Segments	VIP customers only

Visualizations

Line Charts

Show trends and changes over time.

Bar Charts

Compare values across categories.

Pie Charts

Display proportions and percentages.

Tables

Detailed data with sorting and filtering.

Key Metrics

Single numbers for KPIs and highlights.

Dashboards Overview

Create custom dashboards combining multiple reports for a complete view of your business.

Sales Dashboard

Pipeline value, deals closed, conversion rates.

Support Dashboard

Open tickets, response times, satisfaction.

Marketing Dashboard

Campaign performance, lead sources, engagement.

Executive Dashboard

High-level KPIs across all departments.

Dashboard Strategy

• Create role-specific dashboards (sales, support, marketing)
• Include key metrics at the top for quick scanning
• Update dashboards regularly as business needs change

Exporting Data

CSV Export

For spreadsheet analysis and data manipulation.

PDF Export

For sharing polished reports with stakeholders.

Scheduled Email

Automated

Automatic delivery to your inbox daily/weekly.

Report Examples

Report	Key Metrics	Use Case
Weekly Pipeline	Deal count, total value, stage distribution	Sales forecast
Monthly Conversations	Volume, resolution rate, avg. duration	Support capacity
Campaign Performance	Open rate, CTR, conversions	Marketing ROI
Contact Growth	New contacts, sources, retention	Growth tracking
Team Performance	Tickets/deals per user, response time	Management review

Pro Tip

Schedule your key reports to be emailed automatically. Start your week with a “Weekly Summary” report delivered every Monday morning.

Related Topics

Analytics Bot-specific analytics and metrics

Contacts Contact data source for reports

Pipelines Pipeline performance data

CRM Overview Full CRM feature overview