Inbox Agent · Guide
See an agent's report and full history
Each core agent has a report of its work over time and a history of every action, which you can download.
Step by step
Open the agent, for example Inbox Agent, then the Reports tab for trends and time saved.
Open History for every action the agent took, newest first.
Press Download CSV to keep a copy.
Open Settings to change the agent's tone, approval rules and schedules.
About the Inbox Agent: what it does, step by step.
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Related guides
- Use reply templates and saved viewsKeep your best wording as templates, and save the list filters you use every day as views your team can share.Inbox Agent → Templates
- Export your data or download the activity logYour data is yours. Download a copy, or the activity log, whenever you like.Settings → Your data