Conversational Reporting Concepts

Overview

At giosg we would like to make your life as easy as possible, that is why giosg would like to present Conversational Reporting. With Conversational Reporting you get reporting in a quick and handy package, you will receive notifications when the metrics are available and your users can immediately discuss these within giosg, Slack and/or through E-Mail, you decide!

Understanding the Conversational Reporting concepts

A Workflow is a list of Actions that achieve a specific business outcome. An example of this outcome could be: "Close Deals" and the name of the workflow could be "Website Lead to Deal". A task is the basic building block of all workflows. Task can be performed by individuals or machines. They can vary dramatically in complexity and time required for completion. For example: "Show leadform to Visitor" is performed by code run on the web-browser vs. "Contact Visitor" about deal is done by sales person.

An Business Objective is an underlying metric that points to the performance of a workflow and you can create as many of these as you want.

For each Business Objective you can set Target Level(s). For the above example "Website Lead to Deal" we could use a Target Level for example: "Get at least 50 leads per day". A Target Level can have multiple notification settings.

Conversational Reporting allows you to send notifications about workflow performance. These are presented as cards, which contain information about Business Objectives in the workflow:

Workflow

In Conversational Reporting a workflow has the following properties:

Field	Description
name	What is the name of the workflow
description	The description or the purpose of the workflow

Notification Settings

To report the Objective and related Target Level, we will need to dictate where we send these messages to. With notification settings, the user can configure that. Conversational reporting currently offers three methods for reporting: giosg Groups, Slack and E-Mail. You can attach one notification setting to multiple targets with their respective UUID.

A notification setting has following properties:

Field	Description
id	Unique UUID for this setting
name	Name of the setting

giosg Groups

A Group notification setting has also following properties:

Field	Description
channel_id	Group identifier

Email

An Email notification setting has also following properties:

Field	Description
email	Email address
is_bundleable	Can the message be bundled or not

Slack

A Slack notification setting has also following properties:

Either

Field	Description
token	Token for slack
channel	Channel where message is being sent
user	User who will send the message

OR

Field	Description
incoming_webhook_url	Webhook url for slack

Target Level

A Business Objective is an underlying metric that points to the performance of a workflow, you can create as many as you want. For the above example "Website Lead to Deal" we could use a Target Level for example: "Get at least 50 leads per day". A Target Level can have multiple notification settings.

A Target Level has following properties:

Field	Description
name	Name of the Target Level
reporting_query	Objective query to Giosg reporting system
reporting_threshold	Target Level threshold. For example '50'.
reporting_bound	Should the Target Level bound be bigger or smaller than query threshold. Options: "UPPER" i.e. result < threshold and "LOWER" i.e. result >= threshold
reporting_field	What is the field from the result that should be compared to the threshold
reporting_period	ISO 8601 duration. Options: "P1D", "P1W" or "P1M" i.e. daily, weekly and monthly, respectively
notification_period	ISO 8601 duration. Options: "P1D", "P1W" or "P1M" i.e. daily, weekly and monthly, respectively
notification_settings	A list of notification settings attached to this conversational reporting target.