Export & reporting
ShopGuide's data export capability is deliberately narrow today: CSV export from the Path Explorer dashboard, generated client-side in your browser. There is no PDF or Excel export, no scheduled/emailed reports, and no built-in integration with Salesforce, HubSpot, Tableau, Power BI, or similar platforms.
What you can export
From the Path Explorer view in the app, you can download:
- Top paths — the aggregated customer-journey table (page sequences, session counts) as a CSV
- Cohort/session exports — a row-per-session CSV with fields including 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/total, step count, and session duration
Exports are capped (large cohort exports are limited to 10,000 rows; some customer-list exports are capped at 500 profiles per request) — for anything larger, narrow your filters and export again.
What this isn't
There's no automated report scheduling, no email delivery of reports, and no API endpoint for pulling this data programmatically outside the app UI. If you need chat data flowing into another system on an ongoing basis, the real integrations ShopGuide supports are Slack/WhatsApp escalation, review-app (Judge.me/Smile.io/Rivyo) lookups, and Shopify order attribution — see Real integrations for what's actually wired up.