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Export & reporting

Export is deliberately narrow right now: CSV, generated in your browser, from Path Explorer. There's no PDF or Excel option, no scheduled or emailed report, and nothing that pushes into Salesforce, HubSpot, Tableau, Power BI, or similar.

What you can actually pull out

From the Path Explorer view, you can download:

  • Top paths — the aggregated journey table (page sequences, session counts) as a CSV
  • Cohort or session exports — a row-per-session file with session ID, visitor ID, thread ID, matched customer (ID, name, email), start/end time, landing page, journey path, device, traffic channel, whether chat was used, whether the session converted, order ID and total, step count, and duration

Large exports are capped — cohort exports at 10,000 rows, some customer-list exports at 500 profiles per request. Narrow your filters and export again if you hit the ceiling.

What isn't here yet

No scheduled reports, no email delivery, no API you can hit from outside the app to pull this data programmatically. If you need chat data flowing into another system on an ongoing basis, the integrations that actually exist today are Slack/WhatsApp escalation, review-app lookups (Judge.me, Smile.io, Rivyo), and Shopify order attribution — see Real integrations.

Next steps