Analytics

Analytics is where your team turns everyday activity into reports. You build dashboards from the data Teloring already collects — conversations, messages, contacts, agents, customers, custom objects, form submissions, and e‑signatures — and lay them out as cards on a free‑form canvas.

Every report is a small recipe: pick a data source, choose what to measure, optionally group it, filter it, and choose how to show it (a number, a chart, a gauge, or a table). Teloring runs the recipe on demand against your live data and caches the result for speed.

Use Analytics to answer questions like "How many conversations did we open per channel this month?", "Which agent resolves the most chats?", "How many documents were signed vs declined?", "What is the average rating from our feedback form?", or "Which conversations have had no agent reply in over an hour?".

Key facts

Fact	Meaning
Reports are recipes, not snapshots	A report describes how to query your data. It always reflects live data when opened or refreshed.
Account‑isolated	A report only ever reads your own account's data.
Dashboards have tabs	Group related reports into tabs. Every dashboard starts with an Overview tab.
Free‑form canvas	Drag cards to move them and pull the edges to resize. Positions are saved automatically.
All time by default	A new report shows all matching data. You narrow the time window with a date filter on the report itself.
Filters are flexible	Combine conditions with All (AND) or Any (OR) on any field, including dates and custom fields.
Each card has its own design	Colors, number formatting, legends, axes, gauge bands, and table columns are set per card.
See the raw rows	Every card has View data to inspect the exact records behind the number — and export them to Excel or PDF.
Pin a tab to the home page	Any tab can replace the default boxes on the main dashboard home — for everyone in the account, or just for you.
Build reports with AI	Describe the report you want in plain language and AI fills in the builder for you (when AI Reports & analytics is enabled).

Who uses Analytics

Role	Typical use
Admins	Build dashboards, design cards, and define the reports the team relies on.
Team managers	Track volume, response times, agent workload, channel mix, signatures, and form results.
Agents	Open shared dashboards to see queues, their own workload, and daily totals.

The Analytics workspace

Open Analytics from the Teloring sidebar.

The workspace has three parts:

Area	Use it to
Tabs (top left)	Switch between tabs. The Overview tab is always present and cannot be deleted.
Top bar (top right)	Add Report opens the report builder. Refresh re‑runs every card on the current tab. Add tab creates a new tab. Tab settings (the gear) renames, reorders, deletes, or pins the current tab — see Tab settings.
Canvas	The grid where report cards live. Drag, resize, zoom, and pan here.

Tabs

Tabs let you organize reports by theme — for example Overview, Conversations, Agents, Sales, or Documents.

Action	How
Switch tab	Click the tab name.
Add tab	Click the Add tab button and type a name.
Rename, reorder, delete, or pin a tab	Open Tab settings (the gear in the top bar) — see below.

The Overview tab auto‑refreshes so it always shows current numbers. It cannot be deleted.

A 📌 next to a tab name means that tab is currently shown on the main dashboard home page (see Show a tab on your main dashboard).

Tab settings

Click the gear button in the top bar to open settings for the current tab.

Setting	What it does
Tab name	Rename the tab. Click Save changes to apply.
Tab order	Move the tab left or right relative to the other tabs with the Move left / Move right buttons. The current position (for example 2 / 4) is shown between them.
Show on main dashboard	Pin this tab to the dashboard home page — Off, Everyone, or Only me. See Show a tab on your main dashboard.
Danger zone → Delete tab	Permanently delete the tab and all of its reports. Hidden for the Overview tab, which cannot be deleted.

note

Renaming and reordering apply for everyone in the account. Deleting a tab also deletes every report on it and cannot be undone.

Canvas controls

Control	What it does
Drag a card	Click and hold the card header (or top edge) and move it. Cards snap to a light grid.
Resize a card	Drag any corner or edge.
Zoom	Use the zoom buttons in the corner: zoom out, zoom in, Fit all, and reset to 100%.
Pan	Drag an empty area of the canvas to move the whole view.

Moving and resizing are saved automatically.

Show a tab on your main dashboard

The main dashboard — the home page you land on — normally shows four summary boxes (open conversations, waiting in line, resolved today, and agents online) above your recent conversations. You can replace those boxes with any analytics tab, so the metrics your team cares about are the first thing they see.

Open Tab settings for the tab you want to feature and choose under Show on main dashboard:

Choice	Who sees it	Notes
Off	—	The home page shows the default four boxes again.
Everyone	Everyone in the account	One shared "company front page". Pinning a tab replaces whatever was pinned for everyone before.
Only me	Just you	Your personal home page. Other agents are not affected.

How Teloring decides what each person sees on their home page:

1. If you pinned a tab Only me, you see that tab.
2. Otherwise, if a tab is pinned for Everyone, you see that tab.
3. Otherwise, you see the default four boxes.

So a personal pin always wins for you, and turning a pin Off brings the default boxes back. Only one tab can occupy each position (Everyone / Only me) — pinning a new tab replaces the previous one.

The pinned tab's reports are shown in a clean, automatically arranged grid (not the free‑form canvas) and refresh on their own. Your recent conversations still appear below them.

note

A pinned tab reads the same account‑isolated data as everywhere else in Teloring, so each person only ever sees their own account's numbers.

How a report works

Every report is built from a few simple choices. Understanding these makes the rest of Analytics easy.

Choice	Question it answers	Example
Data source	What records am I reporting on?	Conversations
Measurement	What number do I want?	Count
Grouping	How should the number be split?	By channel type
Time	If it's a trend, what time bucket?	By month
Filters	Which records should be included?	Only WhatsApp, only this month
Report type	How should it look?	Bar chart
Goal	What target do I compare against?	500
Design	What colors and formatting?	Brand colors, no decimals

A report named "Open conversations by channel" is simply: data source = Conversations, measurement = Count, grouping = Channel type, filter = Status is Open, report type = Bar chart.

Create a report

1. Open Analytics and choose the tab where the report should live.
2. Click Add Report.
3. Step 1 — pick a report type.
4. Step 2 — configure the report (title, data source, measurement, grouping, filters, and more).
5. Click Create Report.

The card appears on the canvas and runs immediately. To change it later, hover the card and click Edit.

Build a report with AI

If your account has AI Reports & analytics enabled (in AI World), you can describe the report you want in plain language and let AI build it — instead of filling in every field yourself.

1. Click Add Report. At the top of the report‑type step you'll see ✨ Use AI to build the report (the same button also appears in the top‑right while you configure a report). Click it.
2. Describe the report in your own words — for example "conversations resolved each day in the last week" or "open conversations by channel". You can click an example chip to start.
3. Click Generate report.

AI chooses the report type, data source, measurement, grouping, time range, and filters, then opens the builder on Step 2 with everything pre‑filled so you can:

Then	How
Use it as‑is	Click Create Report.
Adjust it	Change any field — title, measure, grouping, filters, design — before creating.
Try again	Click ✨ Use AI again and enter a new description (a new description replaces everything).

note

AI only builds reports from data Teloring actually stores. If you ask for something it can't answer — such as a general‑knowledge question — it tells you it can't build that report rather than inventing one. Nothing is created until you click Create Report.

The button is hidden when AI Reports & analytics is off. Ask an administrator to enable it in AI World if you don't see it.

Step 1: Choose a report type

Report types fall into four groups.

Single‑number cards

Type	Shows	Best for
Value (KPI)	One big number.	Totals like "Open conversations" or "Messages today".
Trend	A big number plus the % change vs the previous period, with a small sparkline.	"New conversations this week vs last week".
Gauge	A speedometer of the number against a goal, with colored bands.	"Resolved today" toward a daily target.
Progress	A progress bar of the number against a goal, with a percentage.	"Signed documents this month vs a 100 target".

Breakdown charts

Type	Shows	Best for
Pie	Proportional slices.	Share of conversations by channel.
Donut	Pie with the total in the center.	Same as pie, with the grand total visible.
Bar	Vertical bars per group.	Conversations per agent.
Horizontal bar	Bars laid out left to right.	Long group names, like inbox names.
Stacked bar	Bars split by a second dimension.	Conversations per channel, split by status.

Time charts

Type	Shows	Best for
Line	A line over time.	Daily or monthly conversation volume.
Area	A filled line over time.	The same trend with emphasis on volume.

Detail and special

Type	Shows	Best for
Table	Rows of data — either raw records or a grouped summary.	Listing records, or "Channel type | count" summaries.
Funnel	Sequential stages you define.	Step‑by‑step drop‑off, such as lead → qualified → won.

Step 2: Configure the report

The builder shows only the sections that apply to the report type you chose.

Title

A clear name for the card, such as Open conversations or Signed documents this month.

Data source

The data source is the kind of record the report reads. Click a source to select it.

Data source	What it contains
Conversations	Every conversation, with channel, status, assigned agent, priority, timestamps, message counts, and more.
Messages	Individual messages across all conversations (direction, sender type, content type, channel).
Contacts	Contact records.
Agents	Team members (role, active status, login activity).
Events	System activity events.
Customers	CRM customer records (lifecycle stage, industry, assigned agent, tags).
Custom Objects	Records of any custom object you built (deals, tasks, invoices, and so on). Pick the object type after choosing this source.
Form Submissions	Submitted form answers. Optionally pick one form to analyze its questions.
Signatures (signed)	Completed and declined e‑signature sessions.
Documents (templates)	Signature document templates.
Pending signatures	Signature links that were sent but not yet signed.

When you pick Custom Objects or Form Submissions, an extra selector appears so you can choose the specific object type or form. The available fields then update to match it.

Measurement

Measurement is the number the report calculates.

Measure	What it returns
Count	The number of matching records. This is the most common measure (for example, number of conversations).
Count (distinct)	The number of unique values in a field (for example, distinct contacts).
Sum	The total of a numeric field (for example, sum of message counts, or total deal value).
Average	The average of a numeric field (for example, average rating).
Minimum / Maximum	The lowest or highest value of a numeric field.

note

Count counts records — it does not need a field. Choose Count for "how many conversations". To total a numeric field such as message volume or deal value, choose Sum and pick the field (for example, Message count).

Grouping

Grouping splits the measurement into categories. For a bar or pie chart this is the breakdown; for a table it turns the report into a grouped summary.

Setting	Meaning
Group by	The field to split by, such as Channel type, Status, Assigned agent, or a custom field. Leave it empty for a single total.
Time granularity	For line, area, and trend reports — the time bucket: Hour, Day, Week, or Month.

A table with a grouping shows two columns: the group and its measure (for example, Channel type | Count). A table with no grouping lists raw rows — see Fields to show.

Fields to show (tables only)

For a raw‑rows table, choose which columns appear. Each available field is a checkbox. Leave grouping empty to use this mode.

Goal (trend, gauge, and progress)

Trend, gauge, and progress compare the number to a goal. Set the goal in one of two ways:

Goal source	Meaning	Example
Fixed number	You type a target.	A goal of 500.
Calculated	The goal is itself a measurement, defined with its own measure and filters.	Goal = number of conversations created last month, so this month is compared to last month automatically.

Report type	How the goal is used
Progress	Fills a bar to value ÷ goal and shows the percentage.
Gauge	Points the needle at the value within the goal range, across colored bands.
Trend	Compares the latest period to the previous period and shows the % change (up or down). A goal can also be displayed for reference.

Funnel stages

For a funnel, add a stage for each step. Each stage has a label and its own set of filters. Stages are shown in order with the drop‑off between them.

Filters

Filters decide which records are included. This is the most powerful part of the builder — see Filtering data below.

When you are done, click Create Report (or Save Changes when editing).

Filtering data

A filter is a set of conditions. You choose how they combine:

Match mode	Meaning
All conditions	A record is included only if every condition is true (AND).
Any condition	A record is included if at least one condition is true (OR).

Click Add condition to add a row. Each condition has three parts:

Part	Meaning
Field	Which field to test (for example, Channel type, Status, Created at, or a custom field).
Operator	How to compare (equals, is any of, contains, before, in the last…, and more).
Value	What to compare against. Where the value is a known list — inboxes, agents, status, channel type — Teloring shows a dropdown instead of a text box, so you don't have to guess.

Operators for text, numbers, and lists

Operator	Use it to
Equals / Not equals	Match an exact value.
Is any of / Is none of	Match against several values at once (for example, Status is any of Open, Missed).
Contains / Doesn't contain	Match part of a text value, or membership in a list field such as tags.
Starts with / Ends with	Match the beginning or end of a text value.
Greater than / less than (and or‑equal)	Compare numbers.
Between	Match a numeric range.
Is empty / Is not empty	Match records that have no value, or any value, in the field.

Operators for dates

Date fields (Created at, Resolved at, Last message at, custom date fields, and so on) offer a rich set of time operators. They are relative — they always move with the current date.

Group	Operators
Exact	On date, Not on date, Before date, After date, Between dates.
Relative (you choose a number + unit)	In the last…, In the next…, More than … ago. Units are minutes, hours, days, weeks, or months.
Day	Today, Yesterday, Tomorrow, Today & yesterday, Today & tomorrow.
Week	This week, Last week, Next week, 2 weeks ago, Next 2 weeks.
Month	This month, Last month, Next month, Last 2 months, Next 2 months.
Quarter	This quarter, Last quarter, Next quarter, Q1–Q4 of this year.
Year	This year, Last year, Next year.
Rolling	In the last hour / 2 hours, Last 30 / 60 / 90 days, Next 30 / 60 / 90 days.
Presence	Has a value, Has no value.

note

Future windows (such as Next month or In the next 30 days) return nothing for "created" dates, because records cannot be created in the future. They are useful for custom date fields that hold future dates, such as a renewal date or a scheduled callback.

Filtering by a specific inbox

Conversations and signatures store the inbox in the Inbox field. Filter Inbox and pick the channel by name (for example, secret project WA (WhatsApp)) to report on one inbox. Filter Channel type instead to report on a whole channel (for example, all Telegram inboxes).

note

Messages do not store which inbox they belong to — only the channel type. To report on messages from one specific inbox, report on Conversations for that inbox, or filter Messages by Channel type.

Studio‑handled conversations

When a Studio flow handles a conversation, no agent is assigned. To find or group these conversations, use the conversation fields Handled by Studio (filter "is not empty") and Studio Flow (group by it to see the breakdown per flow).

Designing how a card looks

Each card has its own appearance. Hover a card and click the design (palette) action to open the Design panel. Changes preview live; click Save to keep them, Reset to return to defaults, or Cancel to discard.

The panel shows only the sections that apply to the card type.

Section	Applies to	What you can change
Card	All	A title override and, for number cards, the number color and size.
Numbers	Cards with numbers	Decimal places, thousands separator, prefix (such as $), suffix (such as min), a multiplier, percent/plain style, and compact form (1.2k, 3.5M).
Colors	Charts	A single series color and, when there are categories, a color per category. Bars can also highlight the largest value.
Legend & labels	Charts	Show or hide the legend and its position, show values on the chart, and show percentages (pie/donut).
Axes & grid	Bar, line, area	Show grid lines, axis titles, start the axis at zero, set min/max, smooth lines, and area fill opacity.
Gauge	Gauge	The minimum value and the color bands (each band has an upper limit and a color).
Progress	Progress	The bar color and whether the percentage is shown.
Trend	Trend	Which direction is "good" (so up or down shows green), and whether the sparkline is shown.
Table	Table	Striped rows, compact rows, and a columns manager to show/hide columns, rename headers, and reorder them.

Design is saved per card, so two cards built from the same data can look completely different.

Working with a card

Hover a report card to reveal its actions.

Action	What it does
View data	Opens the records behind the card in a full‑screen table.
Edit	Reopens the report builder to change the recipe.
Design	Opens the design panel described above.
Refresh	Re‑runs just this card against live data.
Delete	Removes the card from the tab.

View data and export (Excel & PDF)

View data answers "where does this number come from?". It opens a full‑screen page with the exact records the card counted, and a Back button to return to your dashboard.

In the data view you can:

Action	How
Filter the rows	Type in the search box to narrow the visible rows.
Sort	Click a column header to sort by it; click again to reverse.
Export to Excel	Click Export to Excel to download an .xlsx file of the rows.
Export to PDF	Click Export to PDF to download a polished, shareable PDF — the report's chart (when it has one) followed by the data table.

Both exports download to your computer. The PDF is a good‑looking report you can send to someone directly; the Excel file is best when they want to work with the raw data in a spreadsheet. This is also the fastest way to verify a report before you trust it.

Date ranges

There is no global date picker. Instead, each report controls its own time window through a date filter. This keeps every card honest about what it is showing.

You want	Do this
All‑time totals	Add no date filter — the report includes everything.
A fixed window	Filter a date field, for example Created at is Between two dates.
A rolling window	Filter a date field with a relative operator, for example Created at is This month or In the last 7 days.

Because the operators are relative, a report set to This month keeps showing the current month as time passes — no editing needed.

Worked examples

These recipes show how the pieces fit together.

Goal	Data source	Measure	Grouping	Filters	Type
Open conversations right now	Conversations	Count	—	Status is Open	Value
Conversations per channel this month	Conversations	Count	Channel type	Created at is This month	Bar
Daily message volume	Messages	Count	Time = Day	Created at is In the last 30 days	Line
Telegram messages, May–June	Messages	Count	—	Channel type is Telegram; Created at Between 1 May and 30 Jun	Value
Signed vs declined documents	Signatures (signed)	Count	Status	—	Pie
Average feedback rating	Form Submissions (pick the form)	Average	—	—	Value
Deals won this quarter	Custom Objects → Deals	Count	—	Stage is Won; Created at is This quarter	Value
Conversations with no agent reply in over an hour	Conversations	Count	—	Last message direction is Incoming; Last message at is More than 1 hour ago; Status is any of Open, Missed	Value
Messages per inbox (one WhatsApp number)	Conversations	Sum of Message count	Inbox	Inbox is (your WhatsApp inbox)	Horizontal bar

Tips

Tip	Why it helps
Name reports clearly	A good title explains the card at a glance on a shared dashboard.
Use View data to verify	Confirms the number is built from the records you expect before you trust it.
Prefer relative date filters	"This month" or "In the last 7 days" stays correct over time without editing.
Use Count for records, Sum for totals	Count answers "how many"; Sum answers "how much" of a numeric field.
Group tables for summaries	A grouped table is the simplest way to get a "category → count" list you can export.
Keep one theme per tab	Separate Overview, Conversations, Agents, and Sales into tabs so each stays readable.

Troubleshooting

Problem	What to check
The number looks too low	Check the report's date filter. With no date filter it shows all time; with a relative filter such as This week it only shows that window.
Two cards disagree	Make sure both use the same filters. Use View data on each to compare the underlying records.
"Invalid report recipe" when saving	A filter condition is incomplete — for example, In the last… with no number, or Between missing a value. Complete the condition and save again.
A status filter misses conversations	The conversation list treats Open as Open + Missed. To match it, filter Status is any of Open, Missed.
A custom object or form shows no fields	Re‑select the object type or form so its fields load.
A grouped report shows "(none)"	Some records have no value in the grouping field. That is expected; filter it out if you don't want it.
Studio‑handled conversations show no agent	They are not assigned to an agent. Use Handled by Studio or Studio Flow to report on them.
A report needs a Firestore index	Custom‑object reports may require a one‑time database index. If a card shows an index warning, ask your administrator to create it.
The Use AI button isn't showing	AI Reports & analytics is turned off. An administrator can enable it in AI World.
My pinned tab isn't on the home page	A personal pin (Only me) overrides an account pin for you. Check Tab settings → Show on main dashboard; set it Off to bring back the default boxes.
AI says it can't build my report	The request asks for something Teloring doesn't store, or is too vague. Describe a metric over your data, e.g. "open conversations by channel this month".