Date Ranges and Filters
Choose the time period and scope for your Insights data.
How to get there: Click Insights in the left menu, then use the controls at the top of the page.
Period selector
The period dropdown is in the top right of the page. Available options:
- Today and Yesterday for recent activity.
- This week for the current calendar week.
- Last 7 days, Last 30 days, Last 90 days for rolling windows.
- Month to date and Last month for calendar month views.
On the Website widget view, you can also pick a custom date range.
When you switch between AI agent and Website widget, your selected period carries over.
Business filter
If you have multiple businesses (domains), use the business selector to view a specific business. "All businesses" shows combined data across all your businesses.
Agent filter
On the AI agent view, if you have multiple chatbots, use the agent selector to view a specific agent or "All agents" for combined results.
When you select a specific business, the agent list automatically filters to agents on that business.
Widget filter
On the Website widget view, use the widget selector to drill into a specific widget's activity. When a specific widget is selected, the funnel and page table are hidden since they operate at the business level.
Previous period comparison
The Website widget view shows a comparison strip below the funnel, showing how conversations, contacts, and deals changed compared to the equivalent previous period.