Talkpush

Learn how the CRM Analytics screen is laid out and which report to open for your question

Getting started with CRM Analytics

Build your own funnel from your folders, then read where candidates drop off

Build and read a Process Funnel

Use filters, saved setups, table and chart views, and export to get the data you need

Filter, save, view and export your reports

What each CRM Analytics report shows

Choose between your company’s own source categories and Talkpush’s standard ones, and set up your own

Source Categories

Understand which dates the reports use and how fresh the data is

Dates, time zones and data freshness

Quick answers to the most common questions about CRM Analytics

CRM Analytics FAQ and troubleshooting

Kyla Landicho

See all features of the new analytics section

The Analytics Section (New Version)

Website

New Updates

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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