What It Does #
Analytics (under Admin Hub) gives you a dashboard of performance metrics for chats and support. You can view trends over time, filter by date range (e.g. today, last week, last month), and see reports such as tasks, contacts, leads, tickets, team performance, and activity timeline. Analytics helps you track volume, resolution, and team productivity. Access may be restricted by role; Admins and users with analytics permission can view it.
Requirements #
- Helpmate — Analytics. Your role must have permission to view analytics.
Where to Configure #
Go to Helpmate → Admin Hub → Analytics.
Date Filter #
Use the date filter to narrow the data to today, yesterday, last week, last month, or last year. Charts and totals update accordingly.
Reports and Metrics #
Depending on your setup, the dashboard may include:
- Chat or conversation trends (e.g. over time)
- Tasks report
- Contacts report
- Leads report
- Tickets report
- Team performance (e.g. by agent)
- Activity timeline
- Revenue or conversion metrics where applicable
Summary #
| Item | Details |
|---|---|
| Where to configure | Helpmate → Admin Hub → Analytics |
| Date filter | Today, yesterday, last week, last month, last year |
| Content | Charts, tasks, contacts, leads, tickets, team performance, activity |
| Permission | Requires analytics access (role-based) |
Related: Teams & Roles · CRM Tasks · Ticket System
