Live Chat Reporting

I am having a terrible time reporting on our live chat leads. Does not appear there are any object fields related to live chat that I can use to build a list. This is as close as I am getting but this is not very helpful. Can some one tell me a better way? We are using HS chat function

Hi @GHunt5

Just a thought - you could create a workflow to turn your live chat conversations into tickets, then you would have more data to use for lists, like ticket create date, status, etc. :thinking:

How would I differentiate net new vs existing conatact?

That would definitely get more challenging, you could look at creating a custom property to calculate the days between contact create date and ticket create date and then include a rule in your workflow to exclude greater than 1.
This knowledge base article will explain how to set up the calculation between dates.

I dont have the ticket functionality either so there is that awesome gem

Can you see any of these properties in your list or report?

No I cannot. I only have a list with the above filteres applied

Would love to hear more about this @Jnix284!

I haven’t found a way to use ticket create date in a calculated field :disappointed_face:

@Greg-dAboville let me see what I can come up with, I have a few things to knock out this morning but I can play around with it this afternoon.

Thanks!!

@Greg-dAboville sorry for the delay on this, but I think I cracked it.

1 - create a custom ticket date property for “contact created”

2 - use a workflow to copy the contact create date to this new property

3 - create a calculated ticket property for time between this new ticket date property and ticket create date

Thanks Jennifer, I’m going to give it a try :slightly_smiling_face:

This way to flag them is actually very smart! Thanks for sharing it :slightly_smiling_face: