Representative — Reports
URL:
/ou/{orgId}/reports/pipelines
1. Available Reports
The Representative has access to only 1 report:
| Report | Available? |
|---|---|
| Pipelines | ✅ |
| Team Performance | ❌ |
| Channels | ❌ |
| AI Quality | ❌ |
2. Pipelines Dashboard
Same structure as the Admin's Pipelines report (see reports/01-Pipelines), with:
Available KPIs
- Conversations (In progress, Closed)
- Contacts
- Human transfer rate
- Qualified
- Goal achieved
- Automated messages sent (Answered)
- Conversations 24h (Inbound, Outbound)
Charts
- Conversation funnel (Inbound+Outbound / Inbound / Outbound)
- Conversations by date (multiple toggles)
- Distribution by pipelines
- Traffic by pipeline
Filters
- Period: Today, 7d, 30d, 90d, Other, Specific dates
- Channel: All channels
- Group by: Day
- Source: All sources
- Pipeline: All Pipelines
- Reset filters
3. Difference from the Admin
The main difference is the absence of team context — the representative sees only aggregated pipeline data, without being able to filter by team member or view individual/peer performance.