Understanding Chatbot Reports

The Chatbot report provides you with a detailed report on the results of your chatbot interactions, per individual user and by entire websites. The Chatbot report gives insight on how your chatbots are interacting with site visitors, whether contacts are being created, and how effective the chatbots are in generating revenue within a given timeframe. This article will provide an overview of the Chatbot report. Article Contents Understanding Chatbot Reports Configuring Chatbot Reports Scheduling Chatbot Reports Exporting Chatbot Reports Saving Chatbot Report Copies Modifying Saved Chatbot Reports	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
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	Users:
	Administrators	✓
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	Salespersons
	Jr. Salespersons

The Chatbot report is one of many available reports in SharpSpring. It can show when and how users are interacting with your chatbots. That said, the Chatbot report is separate from SharpSpring's other reports.

The Chatbot report provides an at-a-glance view of all site visitor interactions with chatbots, as well as how those chatbots are resulting in generated contacts and revenue.

This information changes based upon the selected timeframe. The Chatbot report displays the following information:

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	Name		Description
	Conversation Breakdown by Bot		Shows the number of conversations with your chatbot workflows.
	Total Chats with Anonymous Leads		The total number of chatbot chats with anonymous leads during a specified period of time, as well as how much that number has increased or decreased.
	Total Chats with Contacts		The total number of chatbot chats with contacts during a specified period of time, as well as how much that number has increased or decreased.
	Total Contacts Created		The total number of contacts created as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased.
	Total Conversions		The total number of converted leads as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased.
	Total Form Fills Influenced by Bot		The total number of form fills as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased.
	Total Revenue Influenced by Bot		The total revenue generated as a result of chatbot chats during a specified period of time, as well as how much that number has increased or decreased.
	Bot Action Breakdown		Shows the rates for which actions were chosen in your chatbot workflows.
	Contacts Created Per Bot		Shows the number of contacts created by interacting with your chatbots.
	Opportunities Created from New Leads Generated by Bot		Shows which of your chatbots are generating the most opportunities as a result of new leads.
	Total Chats Per Page		Shows the total number of chatbot interactions on each page where the chatbot is active.
	Total Chats Per Page with Known Leads		Shows the total number of chatbot interactions with known leads on each page where the chatbot is active.
	Total Conversations Over Time Per Bot		Shows the total number of chatbot interactions for each chatbot during a specified period of time.

Configuring Chatbot Reports

If you have many different chatbots, you may find that it becomes difficult manually searching the available information. To better find the information you are looking for, consider using filters to show only the information you need. With filters, you can display information by: A specified timeframe for interactions Individual chatbots Individual sites To configure displayed report information, do the following: Click Marketing > Reports > Chatbot Report in SharpSpring's top toolbar. Click the Date Range text field in the Filters panel. Select the desired starting and ending date from the calendar menu that appears. Click the Chatbots text field. Select any or all of the listed chatbots. Click the Sites text field. Select any or all of the listed sites. Once you have configured your desired filters, filtered results will display in the information table.		Click to enlarge.
		Note: When selecting starting and ending dates, click any of the available preset date periods to display information for those periods of time.

		Note: When selecting chatbots or sites, type the name of a chatbot or site to quickly find that information.

		Note: To clear your filter settings, click Reset Filters.

Scheduling Chatbot Reports

You can schedule Chatbot reports and send them via email.

To schedule Chatbot reports, do the following:

Click Marketing > Reports > Chatbot Report in SharpSpring's top toolbar.
Configure any desired report filters.
Click More Options > Schedule.
Select the desired report from the Select report to send drop-down menu.
Select one of the following options in the Select a time to schedule the report section:

• As soon as possible forces the email to
send as soon as the scheduling is
complete.

• Schedule for later uses a calendar to
select a desired date to schedule reports.
Select one of the following scheduling recurrence values from the Recurrence drop-down menu:

   •   Never
• Yearly
• Monthly    • Weekly
   • Daily
Enter the names of desired users or tagged groups in the To text field.
Enter a subject line for the scheduled email in the Subject text field.
Enter the message that will be displayed in the email's body in the Message text field.
Click Schedule.

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Exporting Chatbot Reports

You can export Chatbot reports as necessary.

To export Chatbot reports as data files, do the following:

Click Marketing > Reports > Chatbot Report in SharpSpring's top toolbar.
Configure any desired report filters.
Click More Options > Export PDF.

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Exported .CSV files will download automatically to where your computer saves files downloaded from the Internet. Exported .PDF files will either open into a new browser tab or download automatically.

Refer to your web browser's external help documentation for more information on configuring file download settings for web browsers supported by SharpSpring.

Saving Chatbot Report Copies

Chatbot reports can be saved. However, they are saved as individual copies. These copies display whatever filtered information is displayed in the report.

To save configured Chatbot reports, do the following:

Click Marketing > Reports > Chatbot Report in SharpSpring's top toolbar.
Configure any desired report filters.
Click More Options > Copy.

Saved report copies become custom reports. They can be customized as needed.

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Modifying Saved Chatbot Reports

To modify and configure saved Chatbot reports, do the following:

Click Marketing > Saved and Scheduled Reports in SharpSpring's top toolbar.
Locate the copied Chatbot report.
Click the report name.
Click Edit.
Configure relevant report filters and make modifications as necessary.
Click Save.

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Saved custom reports can be scheduled from the main toolbar.

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Understanding Chatbot Reports

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