Default reports
Default reports overview
Yellow.ai offers pre-built reports with filters, summaries, and visualizations, allowing quick access to essential insights.
Access default reports
- Navigate to the Insights section.
- Click on Data explorer to enter the data analysis interface.
- Default reports are displayed at the top of the page in the Default tab. Click on the report name to open it.
Customization options
- Add Filters/Summarization/Visualization: While viewing a report, you have the flexibility to further refine it by adding filters, adjusting summarizations, or changing visualizations to suit your specific requirements.
- Save custom reports: If you make modifications to a default report and wish to save your changes, you must save it as a new report with a custom name. This custom report will then be accessible under saved custom reports. Click on the Custom tab to access these customized reports.
List of default reports
Here are the default reports available on the Data Explorer page, along with the applied operations (original dataset, filters, summarization and visualisation applied):
Based on user traffic
Visualised under default dashboard: User traffic
| Report | Description | Tables | Filter | SummarizeBy | GroupBy | Visualisation |
|---|---|---|---|---|---|---|
| Unique Users | Number of distinct users | Message Events | Message Type is User | Distinct count of UID | Count | |
| New Users | Number of new users | User Engagement Events | Event is first-message | Count | ||
| User Traffic Channel | Number of users per traffic source | Message Events | Message Type is User Source is not empty | Distinct count of UID | Source | Bar |
| Platform/Medium | Number of users per platform/medium | Message Events | Message Type is User Platform is not empty | Distinct count of UID | Platform | Bar |
| Unique Users By Country | Number of users per country | Message Events | Message Type is User Country is not empty | Distinct count of UID | Country | |
| User by device | Number of users per device | Message Events | Message Type is User Device is not empty | Distinct count of UID | Device | Pie chart |
| Messages | Number of messages | Message Events | Interaction Type is not welcome | Sum of count | ||
| Average Session duration | Average duration of user sessions | Message Events | Message Type is User | Average of session sum | ||
| Upcoming reports | ||||||
| Returning User | Number of returning users | Message Events User Engagement Events | Message Type is User Event is first-message | Distinct count of UID Count | ||
| Users per minute/hour/day/week/month | Number of users per time interval | Message Events | Message Type is User | Distinct count of UID minute/hour/day/week/month | ||
| Average Session per user | Average number of sessions per user | Message Events User Engagement Events | Message Type is User event is user-session | Distinct count of UID Count | ||
| Business initiated conversations | Number of conversations initiated by the business | |||||
| User initiated conversations | Number of conversations initiated by users | |||||
| Referral Initiated | Number of conversations initiated by | |||||
Messages - User <> Bot | Number of messages between users and bot | |||||
Messages - User <> Agent | Number of messages between users and agents |
Based on Bot performance
You can see this under Bot performance.
| KPI | Description |
|---|---|
| Flow visits | Number of visits completed through journeys. Table: User Engagement Events. Filter: Event is journey-completed. Summarize By: Sum of count. Group By: Journey. |
| Flow completion rate | Rate of completion for initiated journeys. Table: User Engagement Events. Filter: Event is journey-started and journey-completed. Summarize By: Sum of count. Group By: Event. Visualization: Pivot. Custom Formula: (journey-completed/journey-started)*100. |
| Bot Accuracy | Accuracy of bot identification in messages. Table: Message Events. Filter: IDENTIFICATIONSTATUS Not empty. Summarize By: Count. Group By: IdentificationStatus. Visualization: Pivot. Custom Formula: Identified/(Identified+Unidentified). |
| Deflection Rate | Rate of deflection in user-agent sessions. Table: User Engagement Events. Filter: Event is user-session and agent-session. Summarize By: Count. Group By: Event. Visualization: Pivot. Custom Formula: (User-Agent/User)*100. |
| Bot Feedback | Feedback provided for bot performance. Table: User Feedback Table. Summarize By: Average on rating. |
| Unidentified utterances | Number of messages with unidentified status. Table: Message Events. Filter: Identificationstatus is unidentified. |
| API usage by status code | Usage of API services categorized by status. Table: API Events. Filter: API name. Summarize By: Sum of count. Group By: Status code. |
Upcoming reports
| Report | Description |
|---|---|
| Agent Feedback | Feedback provided for agent performance |
| Avg time in each flow | Average time spent in each flow of interaction |
| Missing bot response | Number of interactions without bot responses |
| Validator limit exceeded | Instances where validator limits were exceeded |
| Feedback limit exceeded | Instances where feedback limits were exceeded |
| API request Rate | Rate of API requests made |
| API response rate | Rate of API responses |
| Step wise interactions | Number of interactions within each journey step |
Based on chats
Visualised under default dashboard: Support chats
| KPI | Description |
|---|---|
| Total Chats | Total number of chat tickets. Table: Chat Tickets. Summarize By: Distinct values of ticket_id. |
| Open Chats | Number of open chat tickets. Table: Chat Tickets. Filter: ticket_status is OPEN. Summarize By: Distinct values of ticket_id. |
| Queued Chats | Number of queued chat tickets. Table: Chat Tickets. Filter: Queue wait duration greater than 0. Summarize By: Distinct values of ticket_id. |
| Assigned Chats | Number of assigned chat tickets. Table: Chat Tickets. Filter: ASSIGNMENT_TIME is previous 7 days. Summarize By: Distinct values of ticket_id. |
| Resolved Chats | Number of resolved chat tickets. Table: Chat Tickets. Filter: ticket_status is Resolved. Summarize By: Count. |
| Deflection Rate | Rate of deflection in chats. Table: User Engagement Events. Filter: event is user-session and agent-session. Summarize By: Count event. Visualization: Pivot. |
| Missed Chats | Number of missed chat tickets. Table: Chat Tickets. Filter: ticket_status is MISSED. Summarize By: Distinct values of ticket_id. |