Exporting data

Export filtered insights as CSV for downstream analysis or compliance reporting.

Insights provides a CSV export of analyzed conversations from any agent’s Insights page. The export reflects whatever filters and pagination state are active at the moment you click — it doesn’t fetch beyond the page contents.

Run the export

1. Open an agent's Insights page

   From the organization dashboard, click any agent. In the agent sidebar, open Insights.

2. Apply filters and load all the rows you need

   Set the Sentiment and Status filters to the slice you want. If your slice exceeds the initial page (20 insights), click Load more until every row you need is in the list — the export only includes loaded rows.

3. Open the three-dot menu and click Export CSV

   Top-right of the page. The CSV downloads with a filename like insights-<agent>-YYYY-MM-DD.csv.

What’s in the file

One row per loaded insight, with these columns:

Column	Notes
Conversation ID	The source conversation.
Score	The 0–100 weighted evaluation score.
Resolved	Yes or No, from the resolution Yes/No criterion.
Sentiment	The overall sentiment classification.
Topics	Extracted topics, joined with ;.
Summary	The LLM-generated one-line summary.
Analyzed At	ISO timestamp of when analysis ran.
Model	The analysis LLM.

The export uses standard CSV escaping for fields containing commas, quotes, or newlines.

What this CSV doesn’t include

• Custom criterion answers. Today the export captures the standard fields only. To pull custom-criterion data, use the Insights API directly or read the per-conversation detail panel in the UI.
• Token usage and cost. Visible in the UI on each insight’s detail panel, not in the CSV.
• Message text. The export operates on the analyzed result, not the original conversation transcript.
• Beyond what’s loaded. The button exports the loaded list — pagination is your responsibility. Click Load more until your filtered set is fully loaded.

Per-user GDPR exports are different

The CSV path is for analytics. To export everything Insights holds about a single user (right of access, GDPR Article 15), use the dedicated GDPR page — that flow returns a JSON dump that includes raw conversations, insights, agents, shares, and ratings, and is admin-only.

Where to go next

GDPR exports

Full per-user export across the Insights data set.

Insights detail

The page where the export lives, plus how to read each insight in detail.