Social Intents
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Customer Channels
Website Chat WhatsAppWhatsApp SMS MessengerMessenger
AI Chatbots
ChatGPTChatGPT ClaudeClaude GeminiGemini AI Actions
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Help desk from Teams/Slack
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Track AI mentions
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Respond From
TeamsMicrosoft Teams SlackSlack Google ChatGoogle Chat ZoomZoom WebexWebex
Customer Channels
Website Chat WhatsAppWhatsApp SMS MessengerMessenger
AI Chatbots
ChatGPTChatGPT ClaudeClaude GeminiGemini AI Actions
Solutions
Sales Customer Support Agencies AI Visibility
Industries
Ecommerce Software & IT Higher Education Finance All Industries →
Resources
Pricing Guides Help Center Blog Book Demo All 50+ Integrations
Overview
Welcome to Social Intents What Makes Social Intents Different Set Up Your First Chat Widget Choosing Your Agent Integration Previewing and Testing Your Chat Best Practices for Getting Started Getting Started Checklist
Adding and Managing Team Members Profile Settings: Display Name, Photo & Status Online Schedule vs Manual Status Notifications and Mobile Alerts Visitor Channels: Website Chat, WhatsApp & SMS Onboarding Your Team Managing Settings: Web Dashboard vs Platform App What Happens When Everyone Is Offline Canned Responses and Quick Replies Visitor Information: What You See During a Chat Blocking and Banning Visitors
Build Your First AI Chatbot Choosing Your AI Engine: ChatGPT vs Claude vs Gemini Writing Effective System Instructions Training Your Chatbot on Your Content Improving Response Quality Setting Up Escalation to Human Agents
What Are AI Actions? Choosing the Right Action Type Escalation Routing: Route Chats to Specific Teams Booking Meetings with Calendly Capturing Leads to HubSpot, Salesforce & Dynamics 365 Custom API Actions Showing Buttons, Links & Embedded Content
Connect Social Intents to Microsoft Teams Assigning Agents and Channels in Teams Escalation Routing in Teams Using AI Chatbots with Teams Troubleshooting Teams Integration
Connect Social Intents to Slack Assigning Agents and Channels in Slack Escalation Routing in Slack Using AI Chatbots with Slack Troubleshooting Slack Integration
Connect Social Intents to Google Chat Assigning Agents and Spaces in Google Chat Escalation Routing in Google Chat Troubleshooting Google Chat Integration
Connect Social Intents to Zoom Connect Social Intents to Webex Video Escalation with Zoom and Webex
Setting Up WhatsApp Business WhatsApp with Microsoft Teams WhatsApp with Slack WhatsApp with Google Chat WhatsApp in the Web Inbox Multiple WhatsApp Numbers WhatsApp Coexistence Mode WhatsApp Templates, Media & Sessions SMS via Twilio
Understanding Your Reports Dashboard Agent Performance Report Chat Transcripts and History Feedback and Satisfaction Scores Exporting Reports and Lead Data Actions Report
Shopify WordPress BigCommerce Webflow Wix Squarespace Framer Bubble Vercel Ghost Google Tag Manager Zapier Webhooks REST API WhatsApp and SMS Channels Google Analytics Event Tracking
What Is a Chat Widget When to Use Multiple Chat Widgets Installing the Chat Widget on Your Website Widget Settings and Configuration Customizing Chat Widget Appearance Pre-Chat Forms and Custom Fields JavaScript SDK: Variables, Popups & Pre-Population Widget Language and Localization Chat Inactivity and Timeout Settings
Security and Data Protection Overview GDPR Compliance Data Retention and Deletion Visitor Privacy and Consent
Understanding Roles: Agent vs Manager vs Admin Plans, Billing & Upgrades What Counts as a Chat Conversation Chat Limits, Agent Limits & Usage Troubleshooting Missed Chats and Notifications Using Multiple Widgets and Websites
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Home / Documentation / Reporting & Analytics

Reporting & Analytics

Track agent performance, review chat transcripts, measure customer satisfaction, and export lead data from your reports dashboard.

Understanding Your Reports Dashboard

Overview of the 4 report types in Social Intents — Chat Report, Agent Report, Feedback Report, and Email/Lead Report.

2 min read

Agent Performance Report

Track total chats, average response time, chat duration, and chats per active day for each agent. Filter by widget and date range.

1 min read

Chat Transcripts and History

Review individual chat transcripts with full message history, visitor details, agent assignment, and timestamps.

3 min read

Feedback and Satisfaction Scores

View customer satisfaction ratings, feedback comments, and CSAT trends. Identify top-performing agents and areas for improvement.

1 min read

Exporting Reports and Lead Data

Export chat reports, agent metrics, feedback data, and captured leads as CSV files for use in spreadsheets or CRM imports.

2 min read

Actions Report

View all conversion types in one report - live chats, email subscribers, feedback, and social actions. Filter by type, widget, and date range.

2 min read
Social Intents

Live chat and AI chatbots for Microsoft Teams, Slack, Google Chat, Zoom, and Webex. Your team responds from tools they already use.

Platform

  • Microsoft Teams
  • Slack
  • Google Chat
  • Zoom
  • Webex
  • WhatsApp

AI Chatbots

  • ChatGPT
  • Claude
  • Gemini
  • WhatsApp Bot
  • AI Actions

Resources

  • Live Chat Comparison
  • AI Chatbot Comparison
  • Live Chat Comparison
  • Teams + WordPress
  • WhatsApp Button
  • All 50+ Integrations

Company

  • Pricing
  • Book Demo
  • Guides
  • Help Center
  • Developer API
  • Agencies
  • Affiliates

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