What is respond.io?
Setting Up an Account
Inviting Your Teammates
Getting Contacts to Message You
Automated Welcome and Away Messages
Responding to Messages
Glossary of Terms
WhatsApp Cloud API
WhatsApp Message Templates
Website Chat Widget
Website Chat Widget Overview
Install Website Chat Widget on WordPress
Install Website Chat Widget on Shopify
Install Website Chat Widget on Wix
Install Website Chat Widget on Joomla
Install Website Chat Widget on Squarespace
Dashboard & Reporting
Managing a Workspace
Workspace Settings: General
Workspace Settings: Users
Workspace Settings: Teams
Workspace Settings: Channels
Workspace Settings: Contact Fields
Workspace Settings: Integrations
Workspace Settings: Closing Notes
Workspace Settings: Snippets
Workspace Settings: Files
Workspace Settings: Data Export
Workspace Settings: Data Import
Organization Settings: General
Organization Settings: Users
Organization Settings: Workspaces
Organization Settings: Billing & Usage
Support Use Cases
Inbound Support: Identify Contacts by Email and Phone Number
Inbound Support: Enrich Customer Data from a CRM or other Business Software
Inbound Support: Route Customers to the Right Team Automatically
Inbound Support: Auto-Assign Customers to a Team or Dedicated Agent
Send Outbound Support Messages
Support: Closing Conversations
Use respond.io to Create Tickets in External Ticketing Systems
Supervising Your Support Agents
Reporting for Support
Sales Use Cases
Inbound Sales: Collect Leads' Email and Phone Number
Inbound Sales: Enrich Contact Data and Qualify Leads
Inbound Sales: Routing Leads
Inbound Sales: Auto-Assign Leads to Sales Agents
Sending Outbound Sales Messages
Track Productivity by Closing Conversations
Using respond.io to Create Deals in a CRM
Supervising Sales Agents
Reporting for Sales
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
Dialogflow: Managing Intents
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
Getting Started with the Reseller Program
White-label Platform Appearance
White-label Custom Domain Name
Table of Contents
Updated by Susan Swier
In this tab, there are 3 types of filters for Users to apply based on their reporting needs.
This date range picker will allow Users to select a range of dates to be applied to report components.
This filter will allow Users to select one or multiple sources to be applied to report components.
Sources : Incoming Message, Developer API, Contact Import, User, Echo Message
This filter will allow Users to select one or multiple Users to be applied to report components.
Metric #1: Contacts Added
The number of Contacts added within the selected time period based on the time the Contact was added.
Metric #2: Contacts Deleted
The number of Contacts deleted within the selected time period based on the time the Contact was deleted.
Chart: Contacts Added vs Deleted
These charts show the number of Contacts added and deleted within the selected time period based on the dates they were added or deleted.
Contacts Added by Source
This stacked bar chart shows the number of Contacts added broken down by source, or how the Contacts were added, at the time they were added.
There are five different ways to add a contact :
The Contact was added by a User via the Add Contact dialog in Contacts Module or the Messages Module.
The Contact was added via Contact Import in Contacts Module.
The Contact was added via Contact API.
The Contact was added when he/she sent an incoming message to the platform.
The Contact was added when his/her conversation was imported from the supported messaging Channel (Facebook).
Contact Added/Deleted Log
The table lists the Contact addition and deletion activities within the Workspace.
The date and time when the activity was performed
The ID of the Contact whom the activity was performed on
The name of the Contact of whom the activity was performed on
The activity that was performed on the associated Contact
The source of how the activity was performed
The User who performed the activity (if applicable)
We'd love to hear from you!
The logs tab contains all the necessary logs in the platform.
The messages reports tab consists of all the metrics and information related to messages.
The Users reports tab consists of all the metrics and information related to Users.