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Reading your reports

The handful of numbers actually worth acting on.

Reports has a tab per subject — conversations, responses, resolutions, messages, assignments, the leaderboard, AI agents, CSAT, contacts, lifecycle, deals, orders and public engagement. Every tab shares one filter bar: a date range (or a custom range), a channel, a team, and a person.

Start with three

  • First response time — how long a customer waits for any human reply. It predicts satisfaction better than anything else.
  • Open conversations right now — if it climbs all week, you are short-handed.
  • CSAT — what customers say when you ask them to rate the answer. Switch on «Ask for a rating after resolution» in a channel's settings to start collecting it.
  • Set your first response target in Settings → Hours & response time, and the reports show which conversations missed it.
  • Export the leaderboard or the conversation log as CSV when you need the raw rows.
  • Each report area has its own permission, so a teammate can see sales numbers without seeing the team's.

The leaderboard ranks humans and AI agents in one table, so you can see honestly how much the AI is really carrying.

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