Email Reports

Email Reports sends a short summary of your chats by email, every day or every week. It shows how many chats you had, how many your team and the AI handled, how many went unanswered, and how many leads came in, each compared with the period before.

Turn it on

1. In the dashboard, open Plugin Directory and enable Email Reports.
2. Email Reports appears in the menu.

Set up your report

1. Open Email Reports.

2. Choose the settings:

   Setting	What it does
   Frequency	Daily covers yesterday. Weekly covers the 7 days before the send day.
   Day of the week	Weekly only: the day the report arrives.
   Send at	The hour the report is sent.
   Time zone	The time zone for the send time and for where each day starts and ends.
   Email language	English or Svenska.
   Recipients	Up to 10 email addresses. Leave it empty to send to the company owner and administrators.
   Widgets	All widgets, or only the widgets you pick.

3. Tick Skip the email when there were no chats. if you don't want an email for a quiet day or week.

4. Turn on Send email reports and select Save.

The page shows Next report with the date and time of the next email, and Last report with how the last one went.

What the report shows

Number	What it counts
Chats	Chats where a visitor wrote at least one message in the period
Visitor messages	Messages your visitors sent
Handled by team	Chats where someone on your team replied
Handled by AI only	Chats only the AI assistant answered
Unanswered	Chats that got no reply at all
Leads	New leads, shown when Lead Capture is enabled

Each number shows the change in percent against the period before, or new when the period before was zero. With two or more widgets, the report also lists your Top widgets by chats. With Conversation Tags enabled, it lists your Top tags.

Preview and test

The Preview on the same page shows the numbers your next report will contain, for the last finished period.

Select Send me a test to get that report in your own inbox straight away. You can send one test a minute.

Who can do what

Seeing and changing Email Reports needs access to the Plugin Directory, because the settings decide who gets your company's numbers by email. See Manage your team to change permissions.

Common issues

No report arrived. Check that Send email reports is on and look at Last report. If it says Skipped, there were no chats in the period and Skip the email when there were no chats. is ticked. Also check your spam folder.

The report came at the wrong hour. Check Time zone. Reports follow that time zone, not your computer's.

"You can add at most 10 recipients." Remove an address before adding another, or leave the list empty to send to the owner and administrators.

"Wait a minute before sending another test." Tests are limited to one a minute. Try again shortly.

I can't see Email Reports in the menu. Your account needs access to the Plugin Directory. Ask an administrator in your company.