Filter options in funnels

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Use filter options for creating steps in funnels. You can create steps in funnels for cumulative filtering of a conversation flow.

    Overview of filter options

    You can define each step depending on your data of interest in the conversation flow. For more information, see Funnels tab.

    A step consists of the following:
    • Field: The item on which the step is evaluated.
    • Operator: A list of operators that is contextually generated based on the selected field.
    • Value: A text entry field or a list that is contextually generated based on the selected field.

    The field options are listed in the following table:

    Table 1. Field options
    Option Description
    Conversation start (1st) New users who had a conversation with Virtual Agent.
    Conversation start (Any) All users who had conversations with Virtual Agent. This option includes all users regardless of the number of times the users have interacted with Virtual Agent.
    Events Events that are triggered in a conversation.
    Topic List of all topics that were used in the conversation flow. The list of topics can be refined further to these topic types:
    • Setup topics: List of topics that provide basic conversational flows such as the conversation greeting or closing.
    • Standard topics: List of topics only and not topic blocks or pre-built topics.
    • Topic blocks: List of topic blocks only.
    Note:
    When a funnel contains topics that were modified, for example, nodes were added or removed, after the funnel was created, the funnel does not consider those changes. You have to create a new funnel to account for those changes.