Contact reasons report

The Contact reasons report shows how AI is classifying your conversations.

Opening the Contact reasons report#

1. Go to Reports in the sidebar

2. Click Contact reasons

What you'll see#

Every reason with its conversation count for the selected period, organized by your category and sub-reason hierarchy.

Two view modes:

• Bar chart: counts side by side, with previous-period comparison

• Treemap: hierarchical visual, sized by volume

Filtering and limits#

• Top N: show All, Top 10, 25, 50, 75, or 100 (rest grouped as "Others")

• Hide empty: bar view only, drops reasons with zero count

• Date range and period comparison: top right, same as other reports. See Understanding reports

Export#

Click Export to download a CSV.

Common uses#

• Spot trending issue types week over week

• See which sub-reasons sit under each category

• Catch new patterns AI is suggesting

Plan#

Available on the Plus plan.