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 Summary
AI-generatedOverview
This node interacts with the Beex Contact Center API to retrieve a summary report related to customer service activities. It is designed to fetch summarized data filtered by a specific campaign (portfolio) and date. This node is useful for generating high-level insights and summaries of customer service performance on a given day, helping managers and analysts monitor key metrics and trends.
Use Case Examples
- A customer service manager wants to get a daily summary report for a specific campaign to review overall performance and identify areas for improvement.
- An analyst needs to extract summarized call center data for a particular date to include in a monthly report.
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. |
| Date | Date of the call for which the summary report is requested, formatted as YYYY-MM-DD. |
Output
JSON
json- The JSON output contains the summary report data retrieved from the Beex API for the specified portfolio and date.
Dependencies
- Beex Contact Center API key credential required for authentication.
Troubleshooting
- Common issues include invalid or missing parameters such as portfolio ID or date, which will result in API errors.
- API request failures due to network issues or invalid API key will throw errors with messages indicating the problem.
- Ensure the date is formatted correctly as YYYY-MM-DD and the portfolio ID corresponds to an existing campaign on the platform.
Links
- Beex API - Summary Report Endpoint - Official API endpoint documentation for fetching the summary report.