Conversation reporting records are focused around acting as a master record for each of your digital conversations. Any relevant reporting records to this conversation such as Interactions or Wrap-Ups are related to this object.
Reporting types available:
Natterbox Conversations with Interactions
Natterbox Conversations with Wrap-Ups
Each time a Natterbox Interaction or a Natterbox Wrap-Up is created this will automatically relate to the Natterbox conversation record that is relevant to them.
Enabling Conversation Reporting
Conversation Reporting is enabled by either the Interaction or Wrap-Up reporting jobs being enabled.
More information on enabling these reporting jobs can be found below:
Enabling Natterbox Interaction reporting
Enabling Natterbox Wrap-Up reporting
Fields and Descriptions
Category | Salesforce Field (Label) | Description |
Natterbox relationship data | Conversation ID | The Natterbox conversation id that is used as a reference to the conversation. |
Contact ID | The Natterbox contact id that is used as a reference in this conversation. | |
Primary WhoId | The Salesforce id of the primary record. | |
Conversation data | Status | The current status of the conversation. |
Conversation Start Date | The start date of when the conversation was created. | |
Conversation End Date | The end date of when the conversation was archived. | |
Related records | Contact | The primary contact that the conversation relates to, if the primary record is not a contact then this will be blank. |
Account | The primary account that the conversation relates to, if the primary record is not a account then this will be blank. | |
Lead | The primary lead that the conversation relates to, if the primary record is not a lead then this will be blank. |