How can I track and analyze my AI agent conversations?

The Reports section helps you understand how many chats your organization receives and what users are asking about.

Reports group conversations by:

• Topic
• Channel
• Time period

You can define the topics that matter to your business, review chat counts and percentages, and optionally send the same report to selected email recipients on a daily, weekly, or monthly schedule.

How to access Reports

1. Open your organization.
2. Go to Reports.
3. The report for that organization will open.

Reports are organization-specific.

Choose a time period

At the top of the report, you can switch between:

• Today
• This week
• This month

The report shows how many chats were received during the selected period.

For monthly reporting, you can move between months using the month navigation controls.

Topics

Topics let you group conversations based on what customers were asking about.

Examples could include:

• Pricing
• Support
• Returns
• Billing
• Booking
• Product questions

When a chat ends, the AI reviews the conversation and assigns it to the topic or topics that best match what the customer asked about.

If a conversation does not match one of your configured topics, it can appear under Other.

Add a topic

In the Topics section on the right side of the Reports page:

1. Enter the topic name you want to track.
2. Click Add.

Once a topic is added, AskHandle can use it when classifying completed conversations.

Keep topic names clear and specific so the categories are useful when you review the report.

Edit or remove topics

Existing topics appear in the Topics panel.

From there, you can:

• Edit a topic
• Remove a topic

If your reporting needs change, update the topics so they continue to reflect the areas you care about.

How topic reporting works

The report shows each topic with:

• Number of chats assigned to that topic
• Percentage of total chats for the selected period

For example, if 25 out of 100 chats were about pricing, the pricing topic would show:

• 25 chats
• 25%

This makes it easier to see which types of questions are most common.

Channels

The Channels section shows where chats came from.

Depending on the channels you use, the report can include:

• Chat widget
• WhatsApp
• Web
• API
• Chat portal

Each channel shows:

• Number of chats
• Percentage of total chats

This helps you understand which channels are generating the most conversations.

Email delivery

You can send the same report to one or more email addresses automatically.

Turn on Email delivery to configure scheduled delivery.

Add recipients

Enter the email addresses that should receive the report.

You can add multiple recipients, separated as supported in the field.

Choose how often to send the report

You can enable one or more delivery schedules:

• Daily — covers the last 24 hours
• Weekly — covers the last 7 days
• Monthly — covers the current calendar month

You can enable more than one schedule if you want recipients to receive multiple report frequencies.

Choose the send time

Select the time when scheduled reports should be sent.

The interface shows the configured time in UTC and also displays the corresponding local time.

Choose a time that works for the people receiving the report.

Report filters

The email delivery section also includes Filters.

Use filters when you want the emailed report to focus on a narrower set of conversations or reporting criteria.

The available filter options depend on the current report configuration.

Save the email report settings

After configuring recipients, delivery frequency, send time, and any filters:

1. Click Save.
2. The scheduled email delivery settings will be stored for that organization.

Send a test

Use Send test to send a sample report before relying on the scheduled delivery.

This is useful for checking:

• Whether the recipient addresses are correct
• How the report appears in email
• Whether the current topics and reporting setup are useful

What Reports does not do

The current Reports section does not generate a downloadable PDF report.

Instead, the report is viewed directly in AskHandle and can be delivered by email on the schedule you choose.

The current report is focused on:

• Chat volume
• Topics
• Channels
• Time periods
• Scheduled email delivery

Tips for useful reports

• Create topics that match real business questions or workflows.
• Avoid creating many overlapping topics.
• Review the Other category if too many chats are not matching your configured topics.
• Use channel percentages to understand where conversations are coming from.
• Use daily reports for operational visibility.
• Use weekly or monthly reports for broader trend reviews.
• Send a test after changing topics, recipients, or reporting settings.

Reports work best when the topics reflect the questions and outcomes your team actually wants to monitor.