Conversation reports as an agent tool
Generate Excel or CSV files from filters described in agent or workflow instructions.
Generate Excel or CSV files from filters described in agent or workflow instructions.
How to use it
Add the Conversation Report tool and describe conversation type, creation-date period and required content. The agent returns a file link that can be used by a separately configured sending step.
Limits and prerequisites
Reports may contain transcripts and collected data. Restrict access to authorized recipients. File generation does not automatically send email or expand query permissions.
Validate in your operation
Generate a short-period report and compare count and content with known conversations. Check recipients before connecting a distribution step.
Availability
Feature identified in the platform code in October 2026. Availability depends on the deployed version, permissions and environment connectors. Contact Zild if it is not visible yet.
Documentation reviewed: 2026-10-28.