Once you've launched your bot, you can track and review its usage among end-users.
In the Activity tab, you'll find high-level data (such as the number of times users have interacted with your bot) as well as individual records of each interaction (including end-user responses and generated documents).
Here's how it works and some tips to help you with reporting.
- Aggregated data
- Individual records
- Manage records
To review your bot's activity, first, open the relevant bot via the Dashboard and select Activity in the left sidebar.
At the top, you'll find an overview with data on the following.
[Image: Aggregated data at the top of a bot's Activity tab.]
The number of messages in a bot (i.e. what you've created in List view or Flowchart).
The number of times end-users have interacted with a live bot (i.e. a bot accessed via a live bot URL. These are the bot URLs generated in the Launch tab).
- Note: Interactions with bots accessed via Preview links are not tracked.
Average time spent
The average time users spend interacting with a bot.
Docs generated (total)
The number of notifications sent by a bot.
- Reminder: Notifications are only triggered by bots accessed via live bot URLs, not preview URLs. Bot accessed via preview URLs don't trigger even when the bot is live.
Below this overview, you'll find an expandable list of all your bot's individual interaction records. The collapsed list is separated into several columns.
[Image: An interaction record opened in the Activity tab.]
If your bot collects a user's name via the Full name response type, it will display here.
- Note: Names collected via any other response types (including Text), will not display in this cell.
Emails collected via the Email response type display here.
- Note: If your bot collects more than one email, only the first email inputted by an end-user will display.
The date and time of the most recent response provided by an end-user.
- Tip: If the dates and times seem incorrect, review your account's Timezone to ensure it's set up correctly. To do this, go to My account > My settings > Timezone. NB: This change will apply to all dates and times in all of your bots’ Activity tabs.
Incomplete means the user did not complete/submit their bot interaction while complete means they did!
- Note: For bots using the chat experience, incomplete means an end-user didn’t reach or respond to a final message. For bots using the form experience, it means an end-user didn’t reach or click “Submit now” at the end of the interaction.
Review, download or delete records
After clicking to expand an individual interaction by the arrow on the far right, all of the user's responses will display under the message names.
- Note: Both file uploads and generated documents display as links.
Click Download record on the right to download a CSV file containing all of the user's responses.
Click Delete record to permanently delete a record. Be careful though! There's no going back.
Just above the individual records, click Export to generate a CSV file containing all of your bot's interactions, including all the responses within.
- Note: Once clicked, follow the prompts and a link to the CSV file will be sent to the bot owner's email address.
Builders often use this CSV to further manipulate their bot data in third-party applications, such as Microsoft Excel. If that's you, then here are some Excel feature explainers that might help!
Also above the individual records, click Filter responses to filter which records display in your interaction list. Filters are set based on the responses end-users provide to your bot.
- Note: Click Select all in the top right of the Data visibility tab to undo any filtering if necessary.
While bot owners can review their own bots' activity, organisational admin users can review data on all of their organisation's bots. Learn more.
Got a question? Contact us at firstname.lastname@example.org.