Dril-in into metrics

The Drill In feature lets you go beyond high-level KPIs and understand the raw data behind every metric on your reporting dashboard.

What is Drill In?

When you click Drill In on any KPI card (for example, Conversations, Leads, or Chat Started), you’re taken to a detailed view that breaks down how that metric was calculated.

This view combines insightful charts with row-level data, so you can analyze trends and individual records in one place.

What you can do in Drill In

Once you drill in, you can:

• View detailed charts

  See how the metric trends over time or across dimensions like webpage, chatbot, or date.

• Access raw data

  Explore the exact conversations or events that make up the KPI.

• Apply filters

  Narrow down data by date range, chatbot, webpage, channel, or other available filters.

• Export to CSV

  Download the filtered data as a CSV file for further analysis or reporting.

Why use Drill In?

• Validate KPI numbers with underlying data

• Identify trends, spikes, or drop-offs quickly

• Share detailed reports with stakeholders

• Perform deeper analysis outside the platform using exported data

Example use cases

• Understand which webpages contribute most to conversations

• Analyze daily fluctuations in chatbot usage

• Audit individual conversations behind a KPI drop or spike