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How Can I Report on Conversations Started from Playbooks?

This article walks you though filtering and reporting options for conversations that were started via automated Playbook actions.

Sharon avatar
Written by Sharon
Updated over a week ago

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:

  1. Open any Pending or Active Conversation table

  2. Navigate to the conversation filters on the right-hand side

  3. Add the conversation filter Created by Playbook

  4. Select the operator, ie, is any of, is none of...

  5. 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:

  1. Navigate to any Dashboard you manage

  2. Add a widget from the available options, ie, a Metric widget

  3. Select Pending or Active conversations as the Object

  4. Select the property you want to display in your widget, ie, count all conversations

  5. Add a Conversation filter to your widget

  6. Select Created by Playbook

  7. Select the operator, ie, is any of, is none of...

  8. Select one or more Playbooks from the pulldown menu, depending on the operator you've added

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