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Revve AI can send you an automated daily email report summarizing each Chat Agent’s performance from the previous day. This is useful for staying on top of your agent’s activity without needing to log in to the dashboard every morning.

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What Is Included in a Daily Report

Each daily report covers the previous day’s activity for a single Chat Agent and includes the following metrics: These metrics give you a quick funnel view — from page visits through to conversions — so you can gauge how effectively your agent is engaging and converting visitors.

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How to Enable Daily Reports

Daily reports are configured per Chat Agent. To enable them:
  1. Navigate to the Chat Agent you want to configure.
  2. Go to Advanced Settings in the agent’s navigation tabs.
  3. Scroll to the Other Settings section.
  4. Toggle the Daily Report switch to the on position.
  5. Click Save to apply the change.
Once enabled, the system will automatically generate and store a daily report each day. The report covers the previous day’s activity based on the timezone configured for your Chat Agent. Note: Daily reports are currently available for website channel Chat Agents only.

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How to Disable Daily Reports

Follow the same steps above and toggle the Daily Report switch to the off position, then save.

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When Reports Are Generated

Reports are generated automatically once per day by a scheduled process. The report covers the full previous day (midnight to midnight) in the Chat Agent’s configured timezone.

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Notifications vs Daily Reports

It is worth noting the difference between Notifications and Daily Reports, since both are found in Advanced Settings: You can use both features together. Notifications keep you informed in real time about important events, while daily reports give you a consistent performance summary to review each morning.

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Tips

  • Enable daily reports on your highest-traffic Chat Agents first to get the most value from the daily summaries.
  • Compare the “Started Conversations” percentage across days to understand how changes to your welcome message or conversation starters affect engagement.
  • If the “Appointments Made” number is consistently low relative to started conversations, consider reviewing your agent’s conversation flow to ensure it guides visitors toward scheduling.
  • Use daily reports alongside the Analytics Dashboard for a complete picture — the report gives you a quick daily snapshot, while the dashboard lets you explore trends over longer time periods.