Salesforce Summary report

Genesys DX

Salesforce Summary report

The report contains the number of Salesforce Contacts and/or Leads created (manually or automatically) in Salesforce from a total number of answered chats.

Fastpath: report.boldchat.com > New Report > Chat > Salesforce Summary

Report availability: Premier, Enterprise

See activity for a specified date range.

Total: Total number of chats started.
Answered: Number of chats that agents answered.
Messages: Number of messages that agents sent.
Contact: Number of Contacts added to Salesforce.
Lead: Number of Leads generated and added to Salesforce.

Note: When no custom operator filters are selected the chatbot is excluded from report.

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Every year, Genesys® orchestrates billions of remarkable customer experiences for organizations in more than 100 countries. Through the power of our cloud, digital and AI technologies, organizations can realize Experience as a Service℠, our vision for empathetic customer experiences at scale. With Genesys, organizations have the power to deliver proactive, predictive, and hyper personalized experiences to deepen their customer connection across every marketing, sales, and service moment on any channel, while also improving employee productivity and engagement. By transforming back-office technology to a modern revenue velocity engine Genesys enables true intimacy at scale to foster customer trust and loyalty.