Use the API for this workflow. The Users dashboard currently displays sample data and is not a view of your saved customer records.
1
Choose the population
List conversation users with an optional
agent_id, branch_id, or call_start_after_unix and call_start_before_unix window. These filters determine which conversations contribute to the counts.2
Find an identity
Set
search to the complete user_id for an exact match. It is not a partial name or email search. Sort by last_contact_unix_secs or conversation_count, and follow next_cursor while has_more is true.3
Inspect the contributing history
Review
conversation_count, first and last contact times, and last_contact_conversation_id. Use List conversations with user_id to inspect the underlying records.Does this create a customer profile?
Does this create a customer profile?
No. The list groups existing conversation records. It does not create a separate contact or workspace membership.
Why is sentiment missing?
Why is sentiment missing?
Only stored, valid sentiment results contribute. Check
scored_conversation_count before interpreting averages.