The Actions Report shows all conversion activity across your widgets in a single view. It includes live chats, email subscribers, feedback submissions, and social actions. Use it to see the full picture of how visitors are engaging with your site.
Accessing the Report
Go to Reports > Actions Report. Select a widget (or all widgets), an action type filter, and a date range.
Action Types
You can filter the report to show specific conversion types:
| Type | Description |
|---|---|
| All Action Types | Show everything |
| Bate-papo ao vivo | Chat conversations between visitors and agents or AI chatbots |
| Email Subscribers | Visitors who submitted their email address |
| User Feedback | Post-chat feedback submissions with ratings and comments |
| Conversion Popup Action | Click actions from exit-intent or promotional popups |
| Facebook Like | Facebook Like button clicks |
| Twitter Follow | Twitter Follow button clicks |
| Tweet | Tweet button shares |
| LinkedIn Share button clicks |
Report Columns
| Column | Description |
|---|---|
| Type | The action type (Live Chat, Email, Feedback, etc.) |
| Date | When the action occurred |
| App | Which widget the action came from |
| Details | Summary of the action - visitor name, initial question, or conversion detail |
| Page | The page URL where the action occurred |
| Visitor's email address (if provided) |
Why Use the Actions Report
The Actions Report is useful when you want a unified view across all conversion types. While the Chat Report, Agent Activity, and Feedback reports focus on specific data, the Actions Report lets you:
- See all visitor engagement in one place
- Compare live chat volume against email signups and feedback
- Track social sharing activity alongside chat conversations
- Filter down to a specific action type for focused analysis
Exporting
Click Export as CSV to export the Actions Report. The CSV file is named ActionReport-{dateRange}.csv and includes 12 columns: Date, Type, App, Details, Page, Name, Email, Phone, IP, Rating, Chat Transcript (full conversation text for live chat actions), and Extra Params.
The Actions Report CSV is the only export that combines all action types in a single file. For a chat-only export with more columns (timing data, custom fields, tags), use the Chat Report export instead.
Sending Action Data to External Systems
You can automatically send action data to external systems without manual CSV exports:
- Webhooks - Receive JSON payloads for completed chats, offline messages, and new leads at any URL you configure. See Webhooks.
- Zapier - Trigger automations in 5,000+ apps when a chat completes. Send transcripts, visitor data, and custom fields to your CRM, spreadsheets, or email tools. See Zapier.
- Ações de API personalizadas - Use AI Actions to POST data to external APIs during or after conversations. Use template placeholders like
{{email}},{{transcript}}e{{visitorCustom1}}in your request body. These can fire automatically when a chat closes. See Ações de API personalizadas.