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.
You need an administrator or publisher role on your team to create transcript reports.
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
- Click Improve > More in the left navigation, then 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.
- Select whether to include:
- Individual interactions between your chatbot and the chatbot user
- Interactions and the associated transcripts
- In the Select Interaction Type field, select the type of chatbot interaction you want to search for, such as a new chatbot user or a particular passage being started.
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 + Filter in the Apply Additional Filters section and select the property and value to filter on.
Interaction properties are optional. You can filter the report to interactions that match any or all of the filters you add. If you need more complex filters, you can create sub-filters with groups of properties.
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.