Analytics Activity

How to get analytics in a flow

1. Go to Flows and open the flow you want to update.
2. Click Edit.
3. Click the + button where you need the analytics values.
4. Select Analytics from the Activity panel on the right.
5. Set Analytics Mode to Get.
6. Click Analytics Fields and tick every field you want to retrieve (the dropdown shows "2 Fields Selected" when two are ticked). Type in the filter box to find a field faster.
7. Leave External ID on Automatic.
8. Click Save.

How to set analytics in a flow

1. Go to Flows and open the flow you want to update.
2. Click Edit.
3. Click the + button where the value or event becomes known in the flow.
4. Select Analytics from the Activity panel on the right ("Define specific or custom analytics").
5. Set Analytics Mode to Set.
6. Click Analytics field and select the field you want to record. Type in the filter box to find it faster.
7. Click Source type and select where the value comes from:
   • Constant Value for a fixed value such as true, Chat or Helpdesk.
   • System values: Conversation, External ID, Root Flow ID or Trigger Connection ID.
8. Enter or select the value. Match the field type: Boolean fields use true or false, Number fields use a number, and String fields use text.
9. Leave External ID on Automatic.
10. Repeat steps 6-8 for any other field the flow needs to record. Use the x next to a field to remove it.
11. Click Save.