Filter analysis by date, agent and line
Pick date, agent and line in the Conversation Analysis filter bar. Every choice reaches the server, so the cards and the table narrow together.
The filter bar sits above all three tabs. Date, agent and line choices go to the server. Card totals and table rows narrow together. The weekly trend strip does not follow the date choice; it always draws the last eight weeks.
Before you start
- Conversation analysis visible in the left menu
- At least one finished analysis run
- At least one analysed conversation on the line and agent you filter
Step by step
These screens sit inside the Intent AI section. Sign in, open Intent AI; the menu names below are in that section's left menu.
Open the conversation analysis screen
The section heading above it does not open anything.
Pick the date menu
It offers today, yesterday, this week, last 7 days and this month.
Set the agent and line menus
Change one menu at a time, because the page refetches after every choice.
Look for the clear-filters link
It appears at the end of the bar while a filter is active.
Confirm cards and table narrow together
Reload the page if only one of them moves.
Result checkIf it did not work
Check these
- If the table returns nothing, loosen a filter or tick the completed-records box.
- The default view lists open work only.
- On code INV-AS-001 press retry; pass the exact message on if it keeps failing.
- The weekly trend strip ignoring your date choice is not a fault; it follows agent and line only.
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.
