Filter analysis by date, agent and line
Select date range, agent and line. When comparing results, change only one filter at a time.
Short answer
Select date range, agent and line. When comparing results, change only one filter at a time. Confirm that the heading or filter summary shows all three selections.
Before you start
- The correct date and line scope
- Access to analytics or Flow Monitoring
Step by step
Open Conversation Analysis
Go to Conversation Analysis from the main menu. Confirm that the selected record matches the task you are about to complete.
Filter analysis by date, agent and line
Select date range, agent and line. When comparing results, change only one filter at a time.
Check the result
Confirm that the heading or filter summary shows all three selections.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
