Contacts
Analyze the contacts registered in the system, apply filters by period, department, code, name, email, and channel, and export the data for detailed tracking.
Analyze the contacts registered in the system, apply filters by period, department, code, name, email, and channel, and export the data for detailed tracking.
Path: Access via the left menu > Data > Analytics > Contacts
Date range filters: Set "Start date" and "End date" to analyze contacts registered within a given interval.
Date shortcuts: Use quick options such as "Today", "Yesterday", "Last 3 days", "Last 7 days" and "This week" to simplify selection.
Departments: Select departments to view contacts related to specific areas.
Code: Filter by the contact code to locate specific records.
Name: Search by the registered contact's name.
Email: Filter by email to find all records for the same contact.
Channel: Choose the source channel of the contact, such as "Webchat" or "WhatsApp".
Filter button: Click to apply the filters and view the contacts found.
Export data: Export the filtered contacts to CSV/Excel for external analysis or integration with other systems.
Results: Displays the number of contacts found according to the filters.
Results table: Shows Code, Date/Time, Channel, Name, and Email of the contacts. Example: quickly see all contacts registered within a period.