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Activity Reports

After every call your Digital Worker completes, the system automatically sends a summary email to your team: what was discussed, what information was collected, how long the call lasted.
After vs during: Activity Reports send after every call automatically. Smart Email sends during a call when your Digital Worker detects a specific trigger. Most teams use both.

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What You Receive

Each Activity Report includes:
  • Summary: Key points from the conversation
  • Collected data: Information captured during the call (name, company, next steps, etc.)
  • Call duration: How long the conversation lasted
Activity Report email showing Summary section with conversation overview, Collected Information table with fields like Next Steps, Caller Name, and Company, and Call Duration at the bottom

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Setting Up Activity Reports

1

Switch to Form Mode

Open your Digital Worker’s profile. Click Form in the top-right corner.
2

Go to Tools Tab

Click the Tools tab in the navigation bar.
3

Open Working Session Report

Find the Working Session Report section and expand it.
4

Add Recipients

Enter email addresses to receive reports (up to 3).
5

Enable Reports

Toggle Enable Working Session Reports on.
6

Configure Data Fields

Add fields for information you want captured (up to 5).
7

Save Changes

Click Save Changes to activate.
Working Session Report configuration showing Recipients field, Enable toggle, Data to Capture section with fields like Conversation Summary, Next Steps, Caller Name, and Company, plus Email Subject template

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Prerequisites

Activity Reports require an active Email Channel. The report is sent from your Digital Worker’s email address.
  • Digital Worker must be ACTIVE
  • Email channel must be ACTIVE
  • At least one recipient configured

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Data Fields

Define what information your Digital Worker should collect during calls:
Field TypeUse ForExample
Free textOpen responses”Caller Name”, “Next Steps”
Fixed optionsPredefined choices”Call Purpose: Sales / Support / Billing”
You can configure up to 5 data fields. Each field needs:
  • Name: What appears in the report (e.g., “Caller Name”)
  • Description: Instructions for what to collect (e.g., “First name of the caller”)
Write clear field descriptions. Your Digital Worker uses these to understand what information to capture during the conversation.

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Email Subject Template

Customise the subject line using variables:
VariableReplaced With
{agent_name}Your Digital Worker’s name
{date}Date of the call
{time}Time of the call
{field_name}Any captured field value
Example template: 
{date} - {agent_name} Report - Call from {caller_name} | {company}
Result: 
2026-05-12 - Kristian Report - Call from Hugh | ABC University Australia

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Troubleshooting

  1. Verify email channel is ACTIVE (not in grace period)
  2. Check recipient email addresses are correct
  3. Check spam/junk folders
  4. Ensure the toggle is enabled
  1. Verify fields are configured in Data to Capture
  2. Check field descriptions are clear
  3. Some fields may be empty if not mentioned during the call
Reports are sent from your Digital Worker’s email channel address. Ensure the email channel is active.