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Insights

Review resolved-conversation summaries and Pro aggregate support reports

Insights turns closed support conversations into reviewable summaries and, on Pro, scheduled aggregate reports. It uses the conversation record and Action outcomes rather than asking you to tag each thread manually.

Conversation summaries

When a conversation closes—manually, automatically after inactivity, or through another system close—Bubblo queues a summary. Open the conversation in Inbox to see its summary state:

  • Generating while the summary is being prepared
  • Failed if the summary could not be completed
  • A brief summary and primary topic when it is ready
  • Optional knowledge-base and product-improvement suggestions
  • Action outcomes when the conversation called an Action

Summaries are available independently of the Pro aggregate-report feature. Reopening and updating a closed conversation makes its existing summary stale. A fresh summary is queued when the conversation closes again.

Weekly and monthly reports

Automatic weekly and monthly reports are a Pro capability. Existing reports remain visible after a downgrade, but new scheduled reports require Pro.

The organization’s reporting calendar comes from Organization settings:

  • A weekly report is generated at 10 local time on the selected first day of the week—Monday or Sunday—and covers the previous full week.
  • A monthly report is generated at 10 local time on day 1 and covers the previous calendar month.

When the email service is configured, Bubblo also attempts to email each scheduled report to the organization owner.

What a report shows

Select a weekly or monthly report in Insights to review:

  • Conversations in the period, the number analyzed, and coverage
  • Sample-quality guidance when the available evidence is limited
  • Frequent customer questions and links back to supporting conversations
  • Conversations classified as unresolved
  • Knowledge-base opportunities
  • Action calls, successes, and failures

Each report samples at most 100 conversations from its period. Only conversations with a fresh, ready summary count as analyzed, so the coverage value is important when interpreting the results. A small or partial sample should be treated as directional evidence, not a complete account of every conversation.

For plan availability, see Billing and usage. To improve the sources and tools behind future conversations, see Knowledge and Actions.

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