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How to view and export the conversations, service, and AI report

See how many conversations the company had, how much the AI resolved and saved, response times, and satisfaction, and download everything as CSV.

1 min readBasicUpdated on November 12, 2026

Where to find it in Cognizy

EmpresaResultadosVisão geral

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Video lesson coming soon. For now, follow the steps below.

The Results Overview brings together service data for the selected period: conversations, contacts, and messages, what the AI resolved and how much it cost, response times, the breakdown by channel and status, and customer satisfaction.

Where to find it in Cognizy

EmpresaResultadosVisão geral

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Step by step

  1. Step 1:

    Open Company › Results › Overview. At the top, choose the Period and, if you want, filter by Channel, Status, Department and Agent.

  2. Step 2:

    The first numbers show the volume: Total conversations, Open, Contacts, Messages and messages per conversation.

  3. Step 3:

    In Your AI in the period, see how many conversations the AI resolved, the appointments it booked, the estimated savings, the AI cost, and how much it handed off to the team.

  4. Step 4:

    Further down are the response and resolution times, conversations by channel and by status, and customer satisfaction.

  5. Step 5:

    To take the numbers to a spreadsheet, click Export report (CSV). The file is generated with the selected filters.

How to know it worked

The screen shows the numbers for the selected period and filters. The downloaded CSV opens in Excel or Google Sheets.

If it doesn’t work

The numbers are all zero.

Check the period and filters: with Today or a specific agent, there may be no conversations.

The CSV opened with garbled characters.

In Excel, use Data › Get Data from Text and choose UTF-8 encoding.

Next step

See the cycle from investment to sale in Results › Cycle.