Live data and report cards
Live data cuts across that. When you want to look at a specific day or a period that spans two report cards, switch to Live data and you get the same statistics, issues, and conversations for exactly the range you choose, without a report card attached.
Report cards and Live data are two ways of looking at your bot’s performance in Inquio.
A report card is a frozen snapshot of one uploaded dataset. Live data is the cumulative view across everything you have uploaded for the same bot.
Use report cards when you want to review a specific dataset. Use Live data when you want to choose your own date range across datasets.
What they measure
Both report cards and Live data use the same underlying conversation analysis.
- scores
- issues
- recommendations
- topics
- flags
- conversation metrics
- Defender incidents
- Sales Radar opportunities and churn risks
- individual conversations
The difference is not what Inquio analyzes. The difference is the time frame. A report card is attached to one uploaded dataset. Live data cuts across report cards and lets you analyze exactly the period you choose.
Report cards
A report card is created from one dataset upload.
It gives you a fixed view of the bot’s performance for that dataset. The results do not change after the report card is created, unless you upload a new dataset and create a new report card.
- How did this uploaded dataset perform?
- What was the bot’s score for this period?
- Which issues were found in this upload?
- What recommendations should we act on first?
- How does this report card compare with the previous one?
- What changed between the last dataset and this one?
Report cards are useful for periodic review. For example, you may upload one dataset each month and use each report card as a monthly performance snapshot.
Live data
Live data is the cumulative view across everything you have uploaded for a bot.
It is not limited to one report card. Instead, you choose the date range you want to inspect, and Inquio shows the same statistics, issues, and conversations for that exact range.
- What happened on a specific day?
- What happened during one campaign?
- What changed across a period that spans two report cards?
- How did the bot perform last week, even if that week crosses dataset uploads?
- Which conversations match this custom date range?
- Are issues increasing across all uploaded data?
Live data is best when the question does not fit neatly inside one uploaded dataset.
The main difference
| View | What it shows | Best used for |
|---|---|---|
| Report card | One frozen dataset snapshot | Periodic review, score tracking, recommendations, and comparison between uploads |
| Live data | A cumulative view across uploaded datasets | Custom date ranges, cross-period analysis, and checking specific days or campaign windows |
A report card is the right view when you want the official snapshot for one upload. Live data is the right view when you want to cut across those snapshots.
Example
Imagine you upload May conversations and then later upload June conversations.
The May report card shows the results for the May dataset.
The June report card shows the results for the June dataset.
But if you want to analyze May 25 to June 5, that period spans both report cards. In that case, switch to Live data, choose May 25 to June 5 as the date range, and Inquio will show the statistics, issues, and conversations for exactly that period.
When to use a report card
A report card is usually the better choice when you want to:
- review the results of one upload
- share a fixed performance snapshot with coworkers
- compare the current upload with the previous one
- follow the prioritized recommendations for that dataset
- track whether a bot improved after a new upload
- look at the Bot Report Card, its score, dimension tiles, identified issues, benchmark comparison, and recommendations
Because it is fixed, a report card is easier to discuss. Everyone looking at the same report card sees the same period and the same results.
When to use Live data
Use Live data when the period matters more than the upload.
- inspect a specific day
- check a campaign window
- compare a custom date range
- investigate an incident that happened between two uploads
- analyze all conversations across uploaded datasets
- review cumulative trends for one bot
- find conversations without being limited to one report card
Live data is especially useful when your operational question starts with “What happened between these dates?”
How to work with each view
- Start with the latest report card to understand the overall score, weakest dimensions, and priority recommendations.
- Open the issues with the highest severity and impact.
- Review the affected conversations in that report card.
- Switch to Live data if you need a different date range.
- Choose the exact period you want to inspect.
- Check whether the same issue appears across uploads, on a specific day, or during a campaign window.
- Use the affected conversations to confirm the pattern before making changes.
Report cards help you decide what matters. Live data helps you zoom into the exact period you need.
Where to find them
- Home and bots — switch between bot-level views and available report cards.
- Bot Report Card — the frozen snapshot for one uploaded dataset.
- Live data — cumulative statistics, issues, and conversations across uploaded datasets for the selected date range.
- Conversation metrics — traffic, workload, efficiency, abandonment, and empty conversations for the selected view.
- Conversations — individual conversations for the selected report card or Live data range.
- Issues and Recommendations — issues and recommendations for the selected report card or Live data range.