Gain visibility into how Copilot is used in your workspace through Copilot reporting.
Create a Copilot report
Go to Reports and create a new report, then select the Copilot template to get started quickly.
You can also use a range of Copilot metrics and attributes to create your own custom report on the Advanced or Expert plan.
Use the Copilot report template to see
How Copilot is used to assist customer conversations.
How many teammates are using Copilot and how much.
How individual teammates are using Copilot.
Understand chart data
Hover over the information icon at the top of a chart to see reporting period, report level filters, metrics, and metric level filters applied to each chart.
Customize the Copilot report template
The Copilot report template is fully customizable, enabling you to add more charts from the chart library, or remove charts you don't need in this report. All charts can be resized and moved around to where you want them.
Copilot report template use cases
Find out which teammates are power users
With the Teammate overview chart you can see each teammate's usage, the number of conversations they've used AI Copilot for, how many questions they've asked, and what percentage of these were copied and used to respond to customers.
Sorting the table by "AI Copilot questions" will show you the frequent AI Copilot users on your team based on the number of questions they've asked to AI Copilot.
See questions asked to Copilot and answers provided
Use the chart drill-in to see what questions were asked to Copilot, what answers Copilot provided, and the number of sources used.
To access this, hover over a chart and select Chart drill-in.
Here, you can filter by date, teammate, and Copilot attributes.
To see more information about the Copilot conversation, such as what inline sources and relevant sources were available, click on the Copilot ID, the Agent question or the Copilot answer. This will open up a side panel showing you the question asked, the answer provided, and the relevant sources.
You can also select which columns to display and then export the chart as a CSV file for further analysis.
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