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Reports & Analytics

Track operational performance with support metrics, message volume, teams, appointments, and CRM — with export and custom dashboards.

What it's for

  • Owners, admins, and managers who need a full view of operations
  • Supervisors comparing teams, agents, and channels
  • Management meetings with printable volume reports (PDF)
  • Marketing analyzing conversion and customer source via advanced CRM reports

What you can do

  • Measure response time, resolution time, resolution rate, and satisfaction in support
  • Generate volume reports by agent and team, with charts and print
  • Track team ranking, online time, and satisfaction by agent
  • Analyze appointments: attendance, cancellation, and no-show
  • Compare performance across support channels
  • Create advanced CRM reports with groupings and CSV export
  • Export as CSV, Excel, PDF, or JSON; schedule email delivery
  • Build custom dashboards with widgets

Permissions

Owners, admins, and managers see full metrics. Agents access personal metrics only.

How it connects

Guides

Documentation constantly being updated