Chat Reports

Chat reports show how much the AI agent resolves on its own, how quickly your team responds, when you're busiest and how many people to have on, and how visitors rate their conversations. They also show what visitors ask about and which questions your documentation doesn't answer yet. Open them from Inbox, then Reports. The reports are split into tabs: Overview, Busy times & staffing, Speed, Quality, AI agent, Team and Sources.

Video overview or reports

Below is a video overview of the reporting capabilities.

Choosing a period and exporting

Use the menu at the top right to choose Last 7 days, Last 30 days, Last 90 days or Last 12 months. Every tab uses the same period. A conversation counts in the period it started.

Export CSV downloads every conversation in the period, one row each, for Excel or a BI tool. Each row includes when it started, how it ended, the handoff reason, the first response time, the time to close, the rating and comment, the start page, the proactive message, the country, the device and the type of visitor. Dates are in UTC and durations are in seconds.

How the figures are measured

• Most times are medians: the middle value, so a few very slow conversations don't distort them. p90 is the time that 9 in 10 were faster than. It shows how long your slowest cases take.
• Days and hours are in your support hours' time zone, or your own when support hours are off. The line under the tabs says which.
• Conversations opened without a question or a reply, such as a proactive message that was opened and closed, are left out of the figures.
• Rates are shown in green when they're good and in red when they need attention.
• In a very busy period, figures that are based on messages cover the most recent conversations. The page tells you when this happens.

Overview

The headline numbers, conversations per day, a week-by-week trend, and how every conversation ended.

How AI resolutions are counted

• Confirmed: the visitor clicked That helped, or said the problem was solved.
• Assumed: the AI gave the last answer, the conversation was never handed to your team, and the visitor didn't come back within 24 hours.

Busy times & staffing

Busiest times is a grid of days and hours. Each square is an average per week, and darker squares are busier. Switch what it shows with the buttons above it:

• Conversations: conversations started.
• Handed to the team: conversations handed to a person. This is the work your team has to cover.
• Teammates active: how many teammates replied or wrote a note in each hour, on average. Compare it with the handoffs to find hours nobody covers.

Below the grid you see the Busiest day, the three Busiest hours of the week, the Busiest time of day, the share of conversations Outside support hours (when support hours are on), and Most chats at once: the most conversations one teammate replied in within an hour.

The staffing plan

The Staffing plan suggests how many teammates to have available in each hour of the week. The AI answers everyone else, so you only need people for the conversations handed to your team. The plan aims to answer 80% of handoffs within 5 minutes.

It uses Erlang C, the standard staffing model for support queues. It looks at three things: the average number of handoffs in that hour, how long a person spends on a conversation, and how many chats one person handles at once. Set the last one with Chats one person handles at once (3 by default). Every hour that has handoffs gets at least one person.

• Hours outlined in red need cover. The plan suggests someone for that hour, but no teammate was active in it during the period.
• It's a rough guide until you have 4 weeks of data. With less, a few busy days can change the plan a lot, and the note under the plan says so.

Speed

How long visitors wait, both for any answer and for a person.

How quickly people were answered after a handoff shows the share of handoffs answered within 1, 5, 15 and 60 minutes, how the response times were spread, and the median by the hour of the handoff. It shows you the hours when visitors wait longest.

Missed handoffs lists the most recent ones, with the reason for the handoff, whether it happened during or outside support hours, and whether the visitor left an email. Click Open to go to the conversation and follow up.

Quality

Visitors can rate a conversation when it closes. CSAT is the share of ratings that were 4 or 5 out of 5.

AI agent

How the AI agent is doing, what it costs, and where your content can help it do better.

• Why conversations were handed to the team: the most common reasons, such as the visitor asking for a person, a question rule, or the AI not finding an answer.
• Articles the AI answered from: each article the AI cited, in how many conversations, and how those conversations went. An article that's cited often but rarely resolves the question is worth improving.
• Actions: each action the AI called, how many times, the share of calls that succeeded, and the median time each call took. This only appears when the AI has called an action.

Topics

Topics shows what visitors come to the messenger about. Click Analyze topics: the AI takes the opening question of each conversation in the period (up to 400) and groups them into topics, such as Password Reset, Pricing or Cancel Account. It takes a few seconds. For each topic you see:

• Conversations: how many, and their share of the total;
• AI resolved: the AI resolution rate for that topic;
• Escalated: the share handed to your team;
• Rating: the average rating.

Click a topic to see example questions, each linking to its conversation. A topic with a low resolution rate or a high escalation rate is worth a new article, a question rule or an action.

Each period's analysis is saved until you click Refresh, so it doesn't change on its own as new conversations come in.

Questions the AI couldn't answer

This list shows the visitor's exact words each time the AI couldn't find an answer in your articles. Each one is a gap in your documentation. Write an article that answers it, publish it, and the AI can resolve that question next time. Click Open to read the whole conversation. Click Dismiss to remove a question you won't write an article for, such as spam, something off-topic, or a question you've already covered. Dismissing only takes it off this list; the conversation is kept.

Team

Teammates lists everyone who replied to visitors in the period, with their conversations, replies, internal notes, first responses and the median First response after a handoff, their Reply time, their CSAT, and Most at once: the most conversations they replied in within one hour. When you have more than one team, Teams shows conversations, handoffs, first response and CSAT for each.

Sources

Where conversations start and who starts them.

• Pages where conversations start: with the AI resolution and handoff rates for each page. A high handoff rate or low AI resolution on a page usually means it leaves visitors with a question your help content doesn't answer.
• Proactive messages: conversations that began as a reply to each of your proactive messages, and how they went.
• Who's asking: visitors by country (worked out from their time zone), by device, and by type: verified customers, identified but not verified, and anonymous.
• Started by your team: conversations a teammate started from Visitors online.
• Follow-up form: how often visitors who were offered the name and email form left their email.

For article-level insights, such as most-viewed and least-helpful articles, see the Dashboard. To make the AI search the right content, see Chat Knowledge Sources.