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Reports and conversation analysis

Overview

You can generate comprehensive, AI-powered analysis reports for any customer in your workspace. These reports analyze the customer's full conversation history and associated files to extract insights, summarize logs, or identify trends.

Reports are generated using saved report instructions that tell the assistant what to look for, what sections to produce, and what details to flag.

Generating a Report

To run a report for a customer:

1. Navigate to the Address book in your dashboard.
2. Select the customer you want to analyze to open their detail view.
3. In the Reports section, click the Run Report dropdown.
4. Select the saved report instructions you want to use.

While the assistant generates the report, you will see its status marked as running. Once complete, the status updates, and you can view the results. If a temporary system or service error occurs during generation, the system automatically retries the analysis.

Viewing Report Results

Completed reports are delivered as self-contained web pages. You can view them in two ways:

• Directly within the dashboard's built-in viewer in the customer's detail view.
• In a new browser tab for a full-screen view.

Each customer's detail view in the Address book lists their report history, including the report name, generation date, and status (running, completed, or failed).

Security and Access

Reports are secure and auth-gated. Only team members who have permission to access the customer's conversation can view their reports.

Report Memory

Report instructions can be configured to remember feedback and earlier findings. When memory is enabled for a set of report instructions, Yapper maintains a dedicated memory log for that report and customer.

The assistant combines three sources of information to generate a report:

• Report Instructions: The general template and guidelines (such as "analyze sleep logs and format the output").
• Report Memory: Your customer-specific preferences, notes, or learnings (such as "flag if average sleep is under 6 hours" or "always use metric units").
• Customer Data: The customer's full conversation history and any files attached to their profile.

Managing Report Memory

You can view, edit, or clear report memory at any time to refine future reports:

1. Open the customer's detail view in the Address book.
2. Locate the report and open the Memory editor text area.
3. Add, edit, or delete notes as needed.
4. Save your changes.

The next time you run that report for the customer, the assistant will automatically incorporate the updated memory. Memory is unique to each customer and report type, so preferences for one customer will not affect others.

File Access Limits

When generating a report, the assistant has read-only access to the customer's files. It can list and read the contents of files associated with that customer's conversation to perform the requested analysis, but it cannot modify, add, or delete any customer data.

Programmatic Access

If you connect your own software via the public API, you can manage reports programmatically:

• Retrieve a list of report runs and individual report metadata.
• Access the rendered report pages.
• Read, update, or clear report memory.
• Receive webhook notifications when a report run completes.

Programmatic access is configured under the Developer tab using your client credentials and requires the appropriate API permissions.