What can I do now? · v2.5.0
Review conversation activity, customer progress and saved AI reports to understand what customers need and decide what to improve next.
What can I do now?
- Read business reports in a dedicated workspace and return to saved results.
- Understand stage reach and recorded movement without confusing activity with outcomes.
- Choose a reporting period and review the available conversation evidence.
- Inspect the quoted points cost before starting a paid report.
Who is this useful for?
For owners and managers reviewing customer demand, team work and conversation outcomes.
What should I set up?
Start with a clear question and a useful period. Check the evidence and cost shown, generate the report, then compare its findings with the underlying customer conversations.
Access and important limits
A report can only use available account data. Gaps remain unknown rather than becoming invented conclusions. Report costs and available capacity are shown by your account; sample screenshots are not a price list.
Where can I learn how to use it?
Use the related guides below for current steps, permissions and examples. You can open the next or previous update without leaving the Help Center.
Questions about this update
What should I set up?
Start with a clear question and a useful period. Check the evidence and cost shown, generate the report, then compare its findings with the underlying customer conversations.
Access and important limits
A report can only use available account data. Gaps remain unknown rather than becoming invented conclusions. Report costs and available capacity are shown by your account; sample screenshots are not a price list.