Overview
Reports shows how your assistants are performing and lets you download data when you need it outside the portal.
Charts and metrics
Open Reports from the main navigation to see summary metrics and charts for your selected assistants and date range.
At the top:
- Total conversations
- Conversations with contact info provided
- Qualified leads
You’ll also see charts for conversations by channel, contacts by qualification status, conversations by channel by week, and conversations by date.
Use the date range control to change the period for all metrics and charts.
If qualified lead counts look low, review your qualification rules or update knowledge and responses in your assistant.
Export data
In the top right, open the AI Assistant Reporting menu and choose Export data.
Set your filters:
- Date range
- Direction (inbound or outbound)
- Assistants
- Channels
Then choose what to download:
| Export | Contents |
|---|
| Conversation history | Raw conversation data with timestamps and metadata. For phone calls, includes live transfer destinations and URLs sent at the end of the call when applicable. |
| Contact data | Contact information and lead details for your filtered set. |
| Usage analytics | Engagement metrics, response times, and usage statistics. |
