Report builder
Pick fields, group by date or category, filter and watch the preview as you build. Need it elsewhere? Export to CSV.
reports & cx
Ask your data, skip the spreadsheet.
Build reports with charts and funnels, track the score of every conversation and watch your queues live, using data your operation already produces.
Talk to the teamthe problemExport, paste, tweak.
Export, paste, tweak.
Already out of date.
A hand-built report is stale by the next morning. Every team walks into the meeting with a different number, and nobody can say whether customers left happy.
01
what you do
Numbers that add up.
Charts and funnels
Bar, column, line, area, pie, donut, funnel and heatmap, with values, percentages, totals and stacking.
A type for every question
Contacts, accounts, opportunities, tasks, events, messages, campaigns and ad attribution, using the names your company gave each record.
Folders and sharing
Keep reports in folders and share them with the whole company, everyone in your role or specific people.
CX Score
AI scores every finished conversation from 1 to 5 on sentiment, resolution and service quality. The dashboard shows the distribution and the daily trend.
Live queues
Who is waiting, average wait, agents online, busy and away, each queue's capacity and CX by queue and by agent.
Ad attribution
See which ad brought in each conversation, how many qualified and how many turned into sales, with the revenue behind each one.
how it works
Pick, build, share.
- 01Pick a type
Contacts, accounts, opportunities, tasks, events, messages, campaigns or ads.
- 02Build with a live preview
Group, add columns and filters, and see the result change as you go.
- 03Add a chart
Once the report is grouped, choose the chart type and what it measures: count, sum or average.
- 04Share it
Save it to a folder and give access to whoever needs it. Everyone looks at the same number.
questions
Before you measure.
Who can I share a report with?
The whole company, everyone who has your role, or the people you pick.
How is the CX Score calculated?
It is the share of rated conversations that scored 4 or 5. AI reads the messages, audio transcriptions and reactions. Very short or off-topic conversations are left out.
Can I break CX down by queue and agent?
Yes. Score, sentiment and resolution are fields in the messages and chat contacts reports, next to the queue and who handled the conversation.
Where does ad attribution come from?
Click-to-WhatsApp ads on Facebook and Instagram are recognized with no setup. For Google Ads, you paste a script on your site or generate a direct WhatsApp link.
next step
Talk to the team