Legacy - Create and manage funnels

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use funnels to review the performance of your conversation flows.

    Vorbereitungen

    Role required: chat_analytics_viewer, virtual_agent_admin, chat_analytics_admin, or admin

    Warum und wann dieser Vorgang ausgeführt wird

    You can create, edit, and delete funnels.

    Prozedur

    1. Navigate to All > Conversational Analytics > Dashboard.
    2. Select the Funnels tab.
    3. Select New funnel.
      The Create a new funnel page appears.
    4. In the Give this funnel a name field, provide a meaningful and short name for the funnel.
      Hinweis:
      Funnel names must be unique, so provide a different name for each funnel.
    5. To create steps for filtering the conversation flow, select Add new step.
      A funnel can contain up to 10 filtering steps. Each subsequent step further refines the results from the previous step. This type of cumulative filtering helps you easily narrow down on the data of interest in the conversation flow. For more information about the filtering options, see Legacy - Filter options in funnels.
    6. To define a step, select or and add an OR condition.
      If needed, you can do any of the following with your steps:
      • To remove an OR condition, select the delete icon Delete icon. next to it.
      • To reset a step, select the delete icon next to it.
      • To remove the step, select the delete icon again.
    7. Select Create funnel.
      The metrics for the conversation flow appear. You can select a date range in the Start and End fields for reviewing the metrics.
    8. Wahlweise: To edit a funnel, select the funnel name on the Funnels page, and then select Edit funnel.
    9. Wahlweise: To remove a funnel, select the funnel name on the Funnels page, and then select Delete.