Ability to report on Fin AI Involvement by any Date filter | Community
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Ability to report on Fin AI Involvement by any Date filter

Related products:Reporting
  • September 23, 2025
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For example, we want to report on Fin AI Involvement based on conversation closed date but that is only possible via the API. All reporting for Fin Involvement is based on conversation started date. It seems critical for native reporting to be able to report on a metric by any date field available - whether it be started or closed date. That way we can report on things like MoM closed conversations alongside # with Fin involvement and have the two metrics be apples to apples.