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Setting Up Daily Chat Activity Reports

Estimated Time: 2 minutes

  • Sign in to your account at Predictable Dialogs.
  • Select your desired agent from the agents list.

Access the Sessions Tab​

  • After selecting your agent, click on the Sessions tab.
  • You will see a list of chat sessions associated with your agent.

Configure Daily Email Reports​

  • At the top of the session table, click the email icon.
  • In the dialog box, set the following:
    • Time: Select the hour when you want the report to be sent.
    • Timezone: Choose your preferred timezone from the dropdown.
    • Email Addresses: Enter one or more email addresses that should receive the daily report.

Saving the Report Configuration​

  • After configuring the details, click Save.
  • Your daily report configuration is now set.

Receiving the Reports​

  • Reports will be automatically sent daily at the configured time.
  • The email will contain a CSV attachment detailing all chat sessions and interactions from the previous 24-hour period.

Updating or Disabling Reports​

  • To modify your report settings, revisit the email icon in the Sessions tab and adjust as needed.
  • To disable reports, click the de-activate icon.