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:| Metric | Description |
|---|---|
| Total Visitors to Page | The number of unique visitors who loaded the page where your Chat Agent is installed. |
| Started Conversations | How many of those visitors actually started a conversation with the agent, shown as both a count and a percentage of total visitors. |
| Form Submissions | The number of conversations where the visitor’s contact information was captured and saved, with a percentage of total visitors. |
| Appointments Made | The number of meetings or appointments scheduled through the agent, with a percentage of total visitors. |
| Successful Resolutions | The number of conversations that were resolved without escalation to a human agent. |
How to Enable Daily Reports
Daily reports are configured per Chat Agent. To enable them:- Navigate to the Chat Agent you want to configure.
- Go to Advanced Settings in the agent’s navigation tabs.
- Scroll to the Other Settings section.
- Toggle the Daily Report switch to the on position.
- Click Save to apply the change.
How to Disable Daily Reports
Follow the same steps above and toggle the Daily Report switch to the off position, then save.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.Notifications vs Daily Reports
It is worth noting the difference between Notifications and Daily Reports, since both are found in Advanced Settings:| Feature | Purpose | Trigger |
|---|---|---|
| Notifications | Alert your team (via email or Slack) when specific conditions are met during a live conversation. | Real-time, based on AI-detected conditions during a conversation. |
| Daily Reports | Summarize the previous day’s overall performance metrics for a Chat Agent. | Automated, runs once per day on a schedule. |
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.