Chatbot Activity Reports On Email

Running a business means you can’t always be glued to your chatbot dashboard. Wouldn’t it be nice if your chat stats just appeared in your inbox every day?

Good news – that’s exactly what we’ve built! We’re excited to announce our new Daily Chat Activity Email Reports feature. In this post, we’ll explain what this feature is, the problem it solves for busy business owners, and how you can enable it step-by-step. We’ll also highlight the benefits for your team’s performance and see how it stacks up against similar features on other chatbot platforms. Let’s dive in!

What Are Daily Chatbot Activity Email Reports?

Our new feature lets you schedule an automated email report of your chat activity from the past 24 hours, sent directly to one or more email addresses in CSV format. In plain terms, we will compile all your chat sessions from the last day into a neat CSV spreadsheet and email it out automatically at whatever time you choose. This solves a key problem for many business owners: staying on top of customer interactions without having to manually log in and pull reports each day.

Imagine you wake up each morning to find yesterday’s chat transcript and metrics waiting in your inbox. The CSV file contains all the essential details of your chats (conversation times, durations, agent names, etc.), so you can easily review how your chatbot handled inquiries. No more forgetting to check the dashboard or missing important conversations – the report comes to you. This not only saves you time, but also ensures you catch trends or issues quickly. In short, Daily Chat Activity Email Reports make visibility into your chatbot performance effortless and automatic.

How to Enable Daily Chatbot Email Reports (Step-by-Step)

Enabling this feature is a breeze. We’ve designed it to be very user-friendly, so you can get set up in seconds. Here’s a step-by-step guide, with screenshots from the PD interface:

Step 1: Open the Sessions Tab and Click the Email Icon

On the dashboard, the agent's Sessions tab has all recent chats listed. An email (envelope) icon at the top right is used to configure the daily email report.

First, log in to your account and navigate to the agent's Sessions tab (this is where you normally see your recent chat sessions). In the top-right corner of the Sessions view, you’ll notice a little envelope icon 📧. This is the new “schedule report” button. Click the email icon to start setting up your daily report schedule. A dialog will pop up to configure the report timing and recipients. (See the screenshot above for where to find the icon.) By clicking this, you’re telling us, “I want my chat summary emailed to me automatically.”

Step 2: Choose the Time and Timezone for Your Daily Report

Next, you’ll see a scheduling window where you can customize when the report should be sent. Choose a time of day that makes sense for you – for example, some owners prefer end-of-day so they can review the day’s chats each evening, while others might choose early morning to start the day with yesterday’s data. Select the daily send time from the dropdown, and be sure to set the timezone correctly. (If you have teams across regions, pick the timezone that matters most for your reporting.) PD will use this to determine the 24-hour window for each report. For instance, if you set 6:00 PM in EST (Eastern Time), you’ll get an email every day at 6:00 PM EST with all chats from the previous 24 hours. Setting the proper timezone ensures the report’s day matches your local business day.

Step 3: Add Recipient Email Addresses and Save

Finally, decide who should receive this daily report. In the same scheduling dialog, there will be a field to enter one or more email addresses as recipients. You can send the chat activity CSV to yourself, team members, or any stakeholders who need to stay informed. For example, a store owner might include their personal email and the support manager’s email. Type in the addresses and hit save or confirm. That’s it – you’ve now scheduled your daily chat report! From now on, PD will automatically email the past 24 hours of chat data every day at the time you set. You can always come back to this dialog via the Sessions tab’s email icon to modify the time, change recipients, or disable the report if needed. But we suspect once you start using it, you’ll love the convenience and won’t want to turn it off.

Benefits of Daily Email Reports for Business Owners

Why is this feature such a big deal for your business? Here are some key benefits and use cases for daily chat email reports:

• Instant Visibility: The daily email gives you at-a-glance visibility into your chatbot’s performance without any manual effort. Busy owners can review chats from yesterday over their morning coffee or closing routine. It ensures you never miss a beat on what customers are asking and how chatbots are responding.

• Performance Tracking: The CSV report format is great for tracking metrics. You can see how many chats came in, peak times and the response of each chat. Over time, these daily snapshots let you track trends. For example, you might notice that Mondays have double the chats of other days. It’s a simple way to measure chatbot/agent performance and workload.

• Quality Control: By scanning the transcripts or chat details in the report, you can do quick quality assurance. Did customers leave satisfied? Were there any unanswered questions or issues that need follow-up? With the daily report, you’ll catch any red flags within a day. This rapid feedback loop helps you maintain high customer service standards.

• Shareable Insights: Because you can add multiple recipients, key team members automatically stay in the loop. Maybe you want your customer support lead and sales manager to also get the daily chat logs. No problem – just add their emails. This fosters transparency and team alignment. Everyone can literally “be on the same page” (or same CSV!) about what customers are saying and how the chatbot is doing.

• Time Savings and Convenience: Automation is the name of the game. You save time by not having to log into the dashboard, set filters, and export data each day – the system does it for you. The email subject line and file are consistent, so you can even set up an email rule to forward it, flag it, or drop it into a folder for record-keeping. It’s one less manual task for you or your managers to remember.

• Data Flexibility: Since the report comes in CSV format, you have complete flexibility to use the data however you want. You can open it in Excel or Google Sheets to sort, filter, and analyze. Want to create a quick chart of daily chat counts per chatbot for the week? Just copy-paste from each day’s CSV. Want to integrate the data into another system? CSV is a universal format that you can import into databases or connect to BI tools. PD doesn’t trap your data in a proprietary format – we hand it to you so you can make the most of it.

In summary, the Daily Chat Activity Email Reports feature is like setting up an automatic daily briefing for your customer interactions. It boosts your oversight and analytics capabilities with practically zero effort on your part.

How Does PD Compare to Other Platforms?

You might be wondering: “Don’t other chatbot or live chat platforms also offer something like this?” It’s a great question. Many popular platforms do have reporting features, but there are important differences in how easy they are to use, what’s included, and whether they send data in CSV format via email. We did a quick comparison with some of the major players in the chatbot space, and here’s what we found:

| Platform | Automated Daily Email Reports? | CSV Format Reports? | Setup Complexity / Requirements | | ------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | PD | Yes – built-in daily reports (configurable time on any plan). | Yes – delivered as a CSV email attachment. | Very easy – one-click setup from Sessions tab, add any email recipients. | | Zendesk (Chat) | Yes – daily emails only on Enterprise tie (Monitoring chat activity with Analytics – Zendesk help)】 (lower plans get weekly/monthly). | Yes – can send analytics data as CSV file (Monitoring chat activity with Analytics – Zendesk help)】. | Moderate – must configure via Analytics/Explore and personal settings; recipients must be Zendesk users (emails need to be registered (Monitoring chat activity with Analytics – Zendesk help)】. | | Drift | No native daily email report feature (no one-click scheduling). | CSV exports only available via manual action or API (no automatic daily CSV (8 Top-Tier Drift Alternatives to Consider in 2024)】. | N/A for scheduling – users must manually export chats or use third-party tools; reporting is considered less robust overal (8 Top-Tier Drift Alternatives to Consider in 2024)】. | | Freshchat (Freshdesk) | Yes – supports scheduled reports via an *add-on app ( Using Automated Reports with Freshchat : Freshsales )】 (Freshchat’s “Automated Reports”). | Yes – the add-on sends reports in CSV (ZIP file ( Using Automated Reports with Freshchat : Freshsales )】. | High – requires installing the marketplace app and configuring an API toke ( Using Automated Reports with Freshchat : Freshsales )】; available only on certain paid plans. | | HubSpot | Yes – allows daily/weekly/monthly scheduled emails for report (Share or export reports and dashboards)】. | Yes – CSV export is available (attachments for higher-tier accounts (Share or export reports and dashboards)】. | Easy – setup via HubSpot’s reporting dashboard; however, only internal users can be recipient (Share or export reports and dashboards)】 (you can’t send to arbitrary emails outside your team). | | Olark | Yes – offers automated email reports daily, weekly, or monthl (Olark: Automated email reports)】. | No – reports are sent as an email summary (no CSV attachment). | Easy – simple toggle setup in Olark’s settings for admins; format is a visual summary, not raw data export. | | Intercom | Yes – supports scheduling regular data exports via email. | Yes – emails include a CSV export of conversation data. | Moderate – set up through Intercom’s data export tool (Export your tickets data | Intercom Help)】 (often used for tickets and conversations, requires appropriate permissions). | | LiveChat | Yes – provides comprehensive reports and can schedule email reports daily/weekl (8 Top-Tier Drift Alternatives to Consider in 2024)】. | Yes – data can be exported in CSV forma (8 Top-Tier Drift Alternatives to Consider in 2024)】. | Easy/Moderate – scheduling via their Reports interface; fairly straightforward if you’re already using LiveChat’s analytics. |

(Table: Comparison of chat platforms’ email reporting capabilities. PD stands out for its simplicity and flexibility.)

As you can see, PD shines in this comparison. Some platforms like Zendesk and HubSpot do offer automated email reports, but they often come with strings attached – for example, Zendesk restricts daily reports to Enterprise subscribers onl (Monitoring chat activity with Analytics – Zendesk help)】, and HubSpot’s emails can only go to users within your HubSpot accoun (Share or export reports and dashboards)】. Others, like Drift, lack an easy scheduled-report feature altogethe (8 Top-Tier Drift Alternatives to Consider in 2024)】, meaning you’d have to export data by hand or rely on an API. Freshchat does allow it through an “Automated Reports” plugin, but setting that up involves extra steps (getting API keys, installing an app ( Using Automated Reports with Freshchat : Freshsales )】 that non-technical users might find daunting. Olark will send you daily summaries, but if you want to actually crunch numbers or archive raw data, their emails won’t include a handy CSV file.

PD, on the other hand, was built with simplicity and automation in mind. Any user – regardless of plan or technical skill – can enable daily email reports with just a few clicks, and send them to any email address you choose (not just the account owner’s). The fact that we send the report in CSV format gives you greater flexibility than many competitors, who either don’t offer an attachment or limit the data to certain formats. We believe in making your data accessible and useful, not locking it behind complex tools or premium tiers. This feature is part of our commitment to being the most user-friendly chatbot platform for business owners who have a million other things to do. You get the insights you need, delivered automatically, and you retain full control of the data.

Ready to Try It Out? We’d Love Your Feedback!

We hope you’re as excited as we are about the new Daily Chat Activity Email Reports. It’s live on PD now, so feel free to log in and give it a try! In just a minute, you can set up your first report and start receiving daily chat summaries delivered to your inbox. We’re confident this will save you time and help you run your business more effectively by keeping you in the loop on customer conversations.

As always, we’d love to hear your feedback. Do these daily reports help you spot trends or improve your team’s responses? Is there anything that would make the feature even more useful for you? Let us know! Happy chatting, and we look forward to hearing how Daily Chat Activity Email Reports make your day a little easier!