Conversations tab
Summarize
Summary of Conversations tab
The Conversations tab in ServiceNow provides a comprehensive view of Virtual Agent conversations within a selected date range. It displays all NLU-based conversations from the Conversation table [syscsconversation] that run on the Assistant Designer Asset library, excluding notifications, open conversations, and previews. This tab is accessible to users with the Chat Analytics Viewer (chatanalyticsviewer) role and retains conversation and analytics data for two years.
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Key Features
- Conversation Filtering: Use the Filter Editor to refine the list of conversations based on specific criteria, including filtering for favorite conversations marked by a star icon.
- Conversation Details: Select any conversation to view detailed information on a side panel, including a transcript tab for viewing and downloading the full conversation transcript.
- Export Conversations: Export the conversations list to Excel, CSV, JSON, or PDF formats, with options to download directly or receive via email. Note that export is limited to 1000 records per operation.
- Download Conversation Transcripts: Download detailed .txt transcript files for individual conversations, containing user inputs, Virtual Agent responses, Flow Designer Integration Hub actions, custom controls, and topic blocks. This is crucial for troubleshooting issues such as errors or live agent transfers.
- Favorite Tagging: Mark conversations as favorites for easy retrieval and analysis.
Practical Use and Benefits
The Conversations tab enables ServiceNow customers to efficiently monitor and analyze Virtual Agent interactions, helping identify patterns, troubleshoot issues, and improve conversational workflows. Detailed transcripts and filtering capabilities support deep diagnostics and performance insights, while export options facilitate reporting and data sharing.
Conversation Information Details
Key conversation attributes displayed include:
- Created: Date of conversation initiation.
- Duration: Length of the conversation.
- User ID: Unique Virtual Agent user identifier, distinct from system user ID.
- Device Type: Channel used for the chat.
- Language: Language used during the conversation.
- End State: How the conversation concluded.
- Type: Conversation type, e.g., VA Only.
- Conversation Sys Id: Unique identifier for the conversation record.
Use the Conversations tab to view the list of Virtual Agent conversations and details of each conversation that occurred during the selected date range.
All NLU (Natural Language Understanding) conversations from the Conversation table [sys_cs_conversation], that run on the Assistant Designer Asset library are listed on the Conversations page, except for notifications, open (ongoing) conversations, and previews.
To tag a conversation as a favorite, select the star icon on the side panel. You can list all conversations that are marked as favorite using the Filter Editor.
Virtual Agent conversations and analytics data is retained for a period of two years.
To access the Conversations tab, you must have the Chat Analytics Viewer (chat_analytics_viewer) role.
Conversations tab benefits
- Filter the list of conversations based on specific conditions using the filter editor. For more information, see Use filters in the Conversation tab
- Learn more about each conversation by viewing conversation details. For more information, see Get conversation details.
- Export the list of conversations to a file. For more information, see Export the conversations list.
- Download the conversation transcript to troubleshoot individual conversations. For more information, see Download the conversation transcript.
Get conversation details
To get more information about a conversation, select one of the conversations in the list. The information appears on the side panel.
To view and download the conversation transcript, select the Transcript tab.
Export the conversations list
To export the conversations list on the Conversations page to a file, select Export. In the Export pop-up window, specify the format for the file such as Excel, CSV, JSON, or PDF, and the delivery type such as email or download.
Conversation information
The following table describes details of conversations listed in the Conversations tab.
| Column | Description |
|---|---|
| Created | Date of the conversation. |
| Duration | Duration of the conversation. |
| User ID | Unique identifier that the system creates and permanently assigns to a Virtual Agent user. The Id becomes a part of conversation records. This is not the same as the system user ID. |
| Device Type | Conversational channel used for the chat. |
| Language | Language used for the conversation. |
| End state | How the conversation ended. For more information on various conversation end states, see Virtual Agent interaction records. |
| Type | Type of conversation, for example, VA Only (conversation initiated and completed in VA). |
| Conversation | Sys Id of the conversation. |
Download the conversation transcript
To download the conversation transcript, select a conversation from the conversations list and click Download.
The conversation transcript .txt file includes various data elements such as user input, Virtual Agent response, Flow Designer Integration Hub, flow action, custom controls, and topic block information for the selected conversation. This information helps Virtual Agent administrators to troubleshoot conversations, for example, conversations where there were errors or transfers to a live agent. For more information on the .txt file, see Conversation transcript template.