Create a transcript report to search for transcripts of user conversations that:
- Occurred during a set period or between two specified points in time.
- Involved a specific interaction with your chatbot, such as starting any passage or a specific passage, handing the user over to a live agent, or other interaction.
Each interaction provides a list of properties you can use to further filter your search.
All transcript reports are private when you first create them. If you want others in your team to be able to use them, you can share the transcript report.
Create a transcript report
You must have an administrator role to create transcript reports.
- Open the team and chatbot you want to create a transcript report for and click Improve.
- Click Transcript reports.
- Click + Report.
- Give the report a name.
You can update the name of the report at any time. - Click Create.
- In the Report Period field, select either:
- A dynamic period, such as the last 7 days.
- Custom to select two specific dates or times to search between.
See Report periods for more information on reporting periods.
- In the Filtered by interaction field, select the type of chatbot interaction you want to search for. You must select an interaction type to create the report.
If you're not sure which to choose, the Passage Started interaction type provides a broad range of properties to filter on. See Interaction types and properties. - If you want to filter the report further, click + Interaction Property and select the property and value to filter on.
Interaction properties are optional, but you can add as many as you need. See Interaction types and properties. - Click Search.
The report displays the number of transcripts that match your search criteria. If there are too many or too few transcripts, adjust the reporting period or filters and click Update. - To view the transcripts from the report, click View Transcripts.
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