Read Conversation Analysis Overview cards
Choose a date filter, then read conversation, lead, conversion and risk cards. Open each card definition.
Short answer
Choose a date filter, then read conversation, lead, conversion and risk cards. Open each card definition. Confirm that all cards use the same date and line scope.
Before you start
- The correct date and line scope
- Access to analytics or Flow Monitoring
Step by step
Open Conversation Analysis → Overview
Go to Conversation Analysis → Overview from the main menu. Confirm that the selected record matches the task you are about to complete.
Read Conversation Analysis Overview cards
Choose a date filter, then read conversation, lead, conversion and risk cards. Open each card definition.
Check the result
Confirm that all cards use the same date and line scope.
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.
