Introduction

The latest features introduced in the chatbot analytics platform empower users to create highly customized reports, enabling tailored insights that align with specific business goals.

This summary provides a detailed walkthrough of the new custom report creation capabilities, focusing on funnel reports, their configuration, visualization options, and how they integrate into overall analytics.

By understanding these tools, users can leverage data more effectively, making informed decisions to improve chatbot performance and customer satisfaction.

Deep Dive into Custom Reports and Funnel Creation

Accessing Custom Reports

• Location: Found in the left-hand menu under Tools.

• Limit: Up to 50 custom reports can be created, offering ample flexibility for diverse analytical needs.

• Purpose: To design customized layouts for business analytics tailored to your or your clients' specific metrics.

Creating a New Custom Report

1. Initiate: Click the "+ New Report" button located at the top right.

2. Naming: Assign a descriptive name, e.g., "Demo Funnel Report".

3. Select Report Type:

   • Currently, the platform supports funnel reports.

   • A percentage report feature is upcoming, as indicated for future tutorials.

Building a Funnel Report

• Step 1: Enter the report editor after saving the initial setup.

• Step 2: Customize the layout by adding steps to the funnel.

Adding Funnel Steps

• Types of steps:

  • Custom Event: Tracks specific user actions.

  • System Bot User: Monitors bot interactions.

  • System Messages: Observes message exchanges.

• Example:

  • Add a step for total bot users.

  • Add subsequent steps like active bot users, new conversations, or completed conversations.

• Filtering:

  • Filter by text parameters within custom events.

  • Select specific system messages (e.g., "sent emails") to focus on particular interactions.

Visualizing Data

• Automatic Graph Updates:

  • As steps are added or modified, the charts update in real-time.

  • Supports various chart types (bar, line, pie, etc.).

• Chart Customization:

  • Adjust size: Full width, one-third, two-thirds, etc.

  • Change display style: Bar charts, overlapping charts, etc.

  • Color palette:

    • Customize colors for each chart.

    • Example: Use yellow for step one, green for another, enhancing visual clarity.

Layout and Design Flexibility

• Resizing:

  • Drag to resize charts for optimal layout.

  • Use full width or partial width options.

• Arrangement:

  • Overlap charts for comparative analysis.

  • Organize multiple charts vertically or horizontally.

Chart Type and Style Customization

• Icon-based controls:

  • Change chart types (bar, line, pie, etc.).

  • Select display styles to suit data presentation preferences.

• Color adjustments:

  • Use color pickers to set background and bar colors.

  • Create visual hierarchies or highlight key metrics.

Building a Detailed Report

• Step-by-step process:

  • Add multiple steps with filters.

  • Customize each step's display and style.

  • Save the report for ongoing analysis.

• Real-time Data:

  • Reports display live data, reflecting current user interactions.

  • Useful for monitoring ongoing campaigns or chatbot performance.

Overview of Available Charts

Customizing Chart Appearance

• Size:

  • Full width, one-third, two-thirds.

• Color Palette:

  • Select from predefined schemes or customize.

  • Example: Use darker shades for emphasis.

• Display Style:

  • Switch between bar, line, or pie for clarity.

• Overlap and Transparency:

  • Overlay multiple charts for comparative insights.

  • Adjust transparency for better visibility.

Practical Example: Funnel Creation

Suppose you want to analyze user progression through a chatbot funnel:

• Step 1: Total bot users.

• Step 2: Active bot users.

• Step 3: Users who received emails.

• Step 4: Users who completed a purchase or goal.

Filtering:

• Filter by specific message content or user attributes.

• Use custom events to track specific actions like "template sales".

Visualization:

• Use funnel charts to visualize drop-offs.

• Customize colors to distinguish each step clearly.

Finalizing and Viewing Reports

• Save the report for future access.

• Access it via the Custom Reports section.

• View real-time data, with charts updating dynamically as new data flows in.

Unlocking Powerful Insights with Custom Reports

The introduction of custom report creation significantly enhances the analytical capabilities of the chatbot platform. Users can now design tailored dashboards that reflect their unique business processes, track specific user behaviors, and visualize data in various formats. The funnel report feature, with its flexible step addition, filtering, and styling options, allows for deep insights into user journeys and conversion metrics. By leveraging these tools, businesses can identify bottlenecks, optimize interactions, and drive better outcomes.

The platform's emphasis on visual customization—from chart types to color schemes—ensures that reports are not only informative but also visually engaging. The ability to resize, overlap, and style charts provides a personalized analytical experience suited to diverse needs. As real-time data becomes available, these reports will serve as powerful decision-making tools, enabling proactive adjustments and strategic planning.