Actions59
- Blacklist Actions
- Call Actions
- Client Actions
- Entity Actions
- Import Actions
- Lead Actions
- PBX Actions
- Queue Actions
- Report Actions
- Get Daily Managements
- Get Dropped Calls
- Get Summary
- Get Time Slot
- Get Users Management
- Get Calls
- Get Client Management
- Get Forms
- Get Incoming Call
- Get IVR Survey
- Get Log ACW
- Get Managements by ACW
- Get Managements per Hour
- Get Messaging Tickets
- Get PDP Control
- Get List PDP
- Get PDP Ranking
- Get Phones
- Get Platform Detailed
- Get Platform Summarized
- Get Product Managements
- Get Products
- Get Progress Managements
- Get Strategies
- Get Tickets Tracking
- Sequence Actions
- Template Actions
- Ticket Actions
- User Actions
Report → Get Client Management
AI-generatedOverview
This node interacts with the Beex Contact Center API to obtain client management reports filtered by campaign portfolio and date range. It is useful for retrieving classification information by client within a specified campaign and time period, enabling detailed analysis of client interactions and management activities.
Use Case Examples
- Retrieve client management report for a specific campaign portfolio between two dates to analyze client classification and management trends.
- Use the node to fetch paginated client management data with options to limit the number of results or return all data.
Properties
| Name | Meaning |
|---|---|
| Portfolio ID | ID of the campaign in which the information will be filtered, obtained from the ID column in the Campaigns module on the platform. |
| Start Date | Start date for filtering the report data. Format: YYYY-MM-DD. |
| End Date | End date for filtering the report data. Format: YYYY-MM-DD. |
| Return All | Whether to return all results or only up to a given limit. |
| Limit | Size of the page you want to obtain. From 1 to XX. Only used if Return All is false. |
| Offset | Page number you wish to obtain. In descending order to the creation date and starting from 0. |
Output
JSON
json- Client management report data returned from the Beex API, containing classification information by client filtered by portfolio and date range.
Dependencies
- Beex Contact Center API with an API key credential
Troubleshooting
- Ensure the API key credential is correctly configured and has the necessary permissions to access the reports endpoint.
- Verify that the Portfolio ID, Start Date, and End Date parameters are correctly set and formatted as YYYY-MM-DD.
- If the API returns an error, check the error message for details such as invalid or missing parameters and adjust the input accordingly.
- Be mindful of API rate limits; the node includes a delay between requests to avoid hitting rate limits.
Links
- Beex API Client Management Report - Official API documentation for the client management report endpoint.