Data Extractor (Access to data) Help Center February 27, 2023 14:52 Updated Index: Demo video Introduction How It Works Installation and Configuration Examples of use Support Demo video Introduction What if it were possible to generate reports directly from your chatbot interface to track the notifications sent, the volume and quality of human attendance, and other data from your Smart Contact? With Data Extractor this is now possible! The extension provides several reports types to your Smart Contact, with user-defined time periods and with the convenience of issuing them directly from your chatbot interface to facilitate obtaining the inputs for continuous evolution of your Smart Contact! The Data Extractor is an extension that allows the extraction of 6 types of reports with time periods of up to 5 years. How does it work? Currently, The Data Extractor is available in three languages (English, Portuguese and Spanish) and extracts the following reports: The following features are offered: Tickets Report Desk Messages Report Active Notifications Report Event Report User Conversations Report Attendant Status Report It is supported on any channel integrated into the Blip platform. Installation and configuration After activating the extension through the Blip Store, you must read and agree to the terms and conditions of use. If you use the router structure, we recommend installing the extension directly on the router bot, so it will list all connected bots. Thus, the extension will be installed and ready for use! Figura 2 - Data Extractor interface Examples of use The Data Extractor interface has 5 main elements highlighted in Figure 3, which are: 1. Definition field for the report type to be generated 2. Setting field for the following parameters: a)The chatbot whose data will be displayed in the report b)Data query period with fields for start and end date c)Shortcuts for setting the query period within 7, 30, 60, and 90 days 3. Button for the report generation, according to the parameters defined 4. Requested reports list 5. Statement of responsibility Figura 3 - Elementos Interface To generate a report, you must first choose one of the types available in the extension current version, as shown in Figure 4. Figure 4 - Field for selecting the type of report Next, you must select in the droplist the chatbot whose data will be used for the report (Figure 5) and also set the query period. This can be done by using the shortcut buttons or datepickers for selecting the start and end dates of the query period, as can be observed in Figure 6. Figure 6 - Ways of select the time period for data query to the report With all fields filled in, simply request the report generation by using the "Generate report" button, highlighted in Figure 7. Figure 7 - Click the report generation button after setting the parameters If all fields have been filled in correctly, after requesting report generation a message will appear in the page footer (Figure 8) indicating that the report generation process has been queued and will begin shortly. You can track progression in the Requested Reports section. Data fetching and report generation is not an immediate process, so initially the report status will be "Processing", as illustrated in Figure 8. If a failure occurs in this step, the report status is replaced by "Error". Figure 8 - Successful report generation request After a successful processing, the field that displays the process status will be replaced by a report download button (Figure 9). All requested reports are available for download for a period of 30 days from the request date. Finally, the Statement of Responsibility for the use of the generated reports can be consulted at any time after the button located in the upper right corner of the interface (Figure 10). Did you like the extension and want to praise it? Do you think a report is missing? Want to give some feedback to the team that developed this extension? Now it's easy! Just write to us in the footer space of the extension! 😉 Support If you have any questions or if you encounter a problem with the extension, please contact us by clicking here. For more information, visit the discussion on the subject in our community or the videos on our channel. 😃 Related articles Sending WhatsApp Active Messages on Blip Desk Hubspot Extension (Lanum) Active Messages - Error Codes Contact reset by Beholder What Is the Dashboard?
