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Inbound Report – A Step-by-Step Guide

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📊 Inbound Report – Step-by-step Guide

In this guide you will learn how to interpret the Inbound Report, which shows the main metrics of the company in conversations initiated by the customer (inbound).

1️⃣ Summary Section

  • Only supervisor typifications are shown.

Only supervisor typifications are shown.

  • Bot typifications are displayed in the Bots report.

Bot typifications are displayed in the Bots report.

2️⃣ How to use the filters

  • Conversation start dateIndicates the first message of the conversation (inbound or outbound).

Conversation start date

  • Indicates the first message of the conversation (inbound or outbound).

Indicates the first message of the conversation (inbound or outbound).

  • ChannelShows platform + associated number.Example: WA +504273890583

Channel

  • Shows platform + associated number.

Shows platform + associated number.

  • Example: WA +504273890583

Example: WA +504273890583

  • Possible PlatformsWA = WhatsAppFB = FacebookIG = InstagramWEB = Web Plug-inTW = Twitter

Possible Platforms

  • WA = WhatsApp

WA = WhatsApp

  • FB = Facebook

FB = Facebook

  • IG = Instagram

IG = Instagram

  • WEB = Web Plug-in

WEB = Web Plug-in

  • TW = Twitter

TW = Twitter

  • Inbound / OutboundInbound = customer initiates.Outbound = company initiates.

Inbound / Outbound

  • Inbound = customer initiates.

Inbound = customer initiates.

  • Outbound = company initiates.

Outbound = company initiates.

  • Origin typeFlow CampaignRemaining Inbound (customer's organic messages)Agent MessageIndividual Template

Origin type

  • Flow Campaign

Flow Campaign

  • Remaining Inbound (customer's organic messages)

Remaining Inbound (customer's organic messages)

  • Agent Message

Agent Message

  • Individual Template

Individual Template

  • Bot nameName of the bot flow that handled the conversation.

Bot name

  • Name of the bot flow that handled the conversation.

Name of the bot flow that handled the conversation.

  • GroupAssigned group that managed the conversation.If it was reassigned, the last group is shown.

Group

  • Assigned group that managed the conversation.

Assigned group that managed the conversation.

  • If it was reassigned, the last group is shown.

If it was reassigned, the last group is shown.

  • Typification typePositive EndNegative EndSelf-management End (bot)AutomaticFollow-upSelf-management Follow-up (bot)

Typification type

  • Positive End

Positive End

  • Negative End

Negative End

  • Self-management End (bot)

Self-management End (bot)

  • Automatic

Automatic

  • Follow-up

Follow-up

  • Self-management Follow-up (bot)

Self-management Follow-up (bot)

  • TypificationName of the applied typification.⚠️ If there were several, only the last one is shown.

Typification

  • Name of the applied typification.

Name of the applied typification.

  • ⚠️ If there were several, only the last one is shown.

⚠️ If there were several, only the last one is shown.

3️⃣ “Performance” Tab

  • ContactsNumber of unique people who started a conversation in the period.

Contacts

  • Number of unique people who started a conversation in the period.

Number of unique people who started a conversation in the period.

  • Conversations started (management)Number of conversations started in the period (default: last 30 days).They start with a message (inbound/outbound) and end with a closing typification.🔎 Important clarifications:A conversation has no time limit: if it is not typified, it remains open.This value does not match the one in "Your subscription", which shows completed conversations.

Conversations started (management)

  • Number of conversations started in the period (default: last 30 days).

Number of conversations started in the period (default: last 30 days).

  • They start with a message (inbound/outbound) and end with a closing typification.

They start with a message (inbound/outbound) and end with a closing typification.

🔎 Important clarifications:

  • A conversation has no time limit: if it is not typified, it remains open.

A conversation has no time limit: if it is not typified, it remains open.

  • This value does not match the one in "Your subscription", which shows completed conversations.

This value does not match the one in "Your subscription", which shows completed conversations.

  • Assigned to agentTotal conversations that went to an agent.

Assigned to agent

  • Total conversations that went to an agent.

Total conversations that went to an agent.

  • SalesConversations typified as sales.

Sales

  • Conversations typified as sales.

Conversations typified as sales.

  • Performance by inbound originMetrics according to the type of origin.

Performance by inbound origin

  • Metrics according to the type of origin.

Metrics according to the type of origin.

  • Distribution by typification typeNumber of times each typification was used.Only includes assigned and typified conversations.

Distribution by typification type

  • Number of times each typification was used.

Number of times each typification was used.

  • Only includes assigned and typified conversations.

Only includes assigned and typified conversations.

  • Typification performanceNumber of uses per typification.Classified as Positive End or Negative End.

Typification performance

  • Number of uses per typification.

Number of uses per typification.

  • Classified as Positive End or Negative End.

Classified as Positive End or Negative End.

4️⃣ Audit

  • Total listing of conversations with all the fields in the report.

Total listing of conversations with all the fields in the report.

  • Display limits:Screen: up to 2,000 rows.Download: up to 1,000,000 records (CSV, XLSX, JSON).

Display limits:

  • Screen: up to 2,000 rows.

Screen: up to 2,000 rows.

  • Download: up to 1,000,000 records (CSV, XLSX, JSON).

Download: up to 1,000,000 records (CSV, XLSX, JSON).

5️⃣ Related articles

Inbound Report Metrics - Bots Section

Inbound Report Metrics - Click To WA Section

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