Create an insight report

Create an insight report to analyse 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.

Once you have filtered your transcripts, you can analyse them by asking questions in the chat.

You need an administrator or publisher role to create insight reports.

All insight 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 report.

To create an insight report, your chatbot must have:

• Generative AI configurations enabled.
• Insight reports enabled
• A configured query transcripts task for insight reports. 

Contact inGenious AI support to request the Generative AI and insight reports features.

Create an insight report

Make sure you have a query transcripts task for insight reports. 

1. Click Improve in the left navigation, then click Insight Reports.
2. Click + Report.
3. Give the report a Name.
   You can update the name of the report at any time.
4. Click Create.
5. 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.
6. 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.
7. 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.  See Interaction types and properties.
8. 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.
9. To view the transcripts from the report, click View Transcripts.