chatwoot-reporting-analytics

name	chatwoot-reporting-analytics
description	Analyze Chatwoot metrics — account overview, agent performance, inbox reports, team reports, conversation metrics, and label analytics. Use when generating reports, analyzing support performance, or reviewing KPIs.

Chatwoot Reporting & Analytics

Guide for using Chatwoot's reporting tools to analyze support performance.

Report Types Overview

Chatwoot offers two generations of reporting APIs:

API	Tools	Best for
V1	reports_account_overview, reports_account_summary, reports_agent_summary, reports_conversation_metrics	Real-time overview, quick summaries
V2	reports_v2_overview, reports_v2_agents, reports_v2_inboxes, reports_v2_teams, reports_v2_labels	Detailed breakdowns by dimension, date range analysis

Recommendation: V2 endpoints are more comprehensive. Use V1 for real-time snapshots, V2 for historical analysis.

Real-Time Overview

Account overview (V1)

Get an instant snapshot of current conversation state:

reports_account_overview(account_id: 1)

Returns:

• Open conversations count
• Pending conversations count
• Unattended conversations count
• Agents online count

Conversation meta counts

For conversation-status breakdowns:

conversations_meta(account_id: 1)
→ { open: 45, resolved: 1230, pending: 12, snoozed: 3, all: 1290, ... }

V1 Reports

Account summary

Summarized metrics for a date range:

reports_account_summary(
  account_id: 1,
  since: "2026-01-01",
  until: "2026-01-31",
  type: "account"
)

Agent summary

Per-agent performance metrics:

reports_agent_summary(
  account_id: 1,
  since: "2026-01-01",
  until: "2026-01-31"
)

Returns per agent:

• Conversations handled
• Average first response time
• Average resolution time

Conversation metrics

reports_conversation_metrics(
  account_id: 1,
  type: "account"
)

V2 Reports (Recommended)

All V2 endpoints accept a consistent parameter set:

Parameter	Type	Description
account_id	integer	Required
since	string	Start date (ISO format or Unix timestamp)
until	string	End date
timezone	string	IANA timezone (e.g., "America/New_York", "UTC")

V2 Overview

Aggregate metrics across the account:

reports_v2_overview(
  account_id: 1,
  since: "1704067200",
  until: "1706745600",
  timezone: "UTC"
)

V2 Agent Report

Per-agent breakdown:

reports_v2_agents(
  account_id: 1,
  since: "1704067200",
  until: "1706745600",
  timezone: "America/New_York"
)

Returns per agent:

• conversations_count — Total conversations
• avg_first_response_time — Average first response (seconds)
• avg_resolution_time — Average time to resolve (seconds)
• resolved_conversations_count — Number resolved

V2 Inbox Report

Per-inbox breakdown:

reports_v2_inboxes(
  account_id: 1,
  since: "1704067200",
  until: "1706745600",
  timezone: "UTC"
)

V2 Team Report

Per-team breakdown:

reports_v2_teams(
  account_id: 1,
  since: "1704067200",
  until: "1706745600",
  timezone: "UTC"
)

V2 Label Report

Per-label breakdown — useful for tracking issue categories:

reports_v2_labels(
  account_id: 1,
  since: "1704067200",
  until: "1706745600",
  timezone: "UTC"
)

Key Metrics Explained

Metric	Description	Good benchmark
First Response Time	Time from conversation creation to first agent reply	< 5 minutes
Resolution Time	Time from creation to resolved status	< 4 hours
Conversations Count	Total conversations in period	Depends on scale
CSAT	Customer satisfaction score	> 4.0 / 5.0
Unattended Conversations	Open conversations with no agent response	Should be 0
Agent Online	Agents currently available	Monitor for coverage

Date Handling

V2 reports accept dates as Unix timestamps (seconds since epoch):

# January 1, 2026 00:00:00 UTC → 1767225600
# January 31, 2026 23:59:59 UTC → 1767311999

Set timezone to match your team's working timezone for accurate daily breakdowns.

Common Analysis Patterns

See METRICS_REFERENCE.md for detailed metric calculations.

See EXAMPLES.md for real-world reporting scenarios.