Filtering Table Views for Conversations Created by a Playbook
To filter a table view to target conversations created from a Playbook, you'll follow these steps:
Open any Pending or Active Conversation table
Navigate to the conversation filters on the right-hand side
Add the conversation filter Created by Playbook
Select the operator, ie, is any of, is none of...
Select one or more Playbooks from the pulldown menu, depending on the operator you've added
Creating Widgets to Report on Conversations Created by a Playbook
To create reporting widgets on conversations created from a Playbook, you'll follow these steps:
Navigate to any Dashboard you manage
Add a widget from the available options, ie, a Metric widget
Select Pending or Active conversations as the Object
Select the property you want to display in your widget, ie, count all conversations
Add a Conversation filter to your widget
Select Created by Playbook
Select the operator, ie, is any of, is none of...
Select one or more Playbooks from the pulldown menu, depending on the operator you've added