Waitwhile

How to obtain deeper, more insightful customer flow analytics in Waitwhile 3.0.

Introducing Analytics in Waitwhile 3.0

How to configure your User performance update report

User performance updates report

Learn how to use Waitwhile’s reporting & analytics tools to monitor performance, track usage, and gain insights across your customer flows.

A Guide to Waitwhile’s Reporting and Analytics Tools

Lindsey Gagnon

Christina Kokkinou

Heather Greenberg

Guides and tips to get started with Waitwhile

Stats and analytics

Stats

An introduction to the extensive Analytics section in Waitwhile

Waitwhile analytics explained

See the reports and data that you can get from your Waitwhile account

Learn the basics about Analytics

Descriptions of the metrics and charts in the Overview tab in Analytics

Analytics: Overview

Descriptions of the metrics and charts in the Visits tab in Analytics

Analytics: Visits

Descriptions of the metrics and charts in the Services tab in Analytics

Analytics: Services

Descriptions of the metrics and charts in the Operations tab in Analytics

Analytics: Operations

Descriptions if the metrics and charts in the Messages tab in Analytics

Analytics: Messages

Descriptions of the metrics and charts in the Guest experience tab in Analytics

Analytics: Guest experience

Descriptions of the metrics and charts in the Input fields tab in Analytics

Analytics: Input fields

How to leverage the tables in Analytics in Waitwhile 3.0.

Understanding the Analytics Tables

How to understand and leverage the charts in Analytics in Waitwhile 3.0.

Understanding the Analytics Charts

How to leverage the Today view to understand how your business is doing.

Using the Today Tab in Analytics

How to leverage the Detailed view to dig into the details of your business performance.

Using the Detailed Tab in Analytics

How to set up and monitor revenue tracking in Waitwhile

Tracking revenue

How to visualize and customize what is shown on your Analytics page.

Visualizing Information on the Analytics Page

How to export data from your Analytics page.

Exporting Analytics Data

How to view analytics for multiple locations in Waitwhile 3.0.

Comparing Data Between Different Locations

Analytics

Introduction to our native report builder.

Reports overview

Instructions on how to build a report using the Waitwhile report builder

Create a report

Deep dive into how to schedule recurring reports in the Waitwhile report builder

Scheduling a report

A brief look into what levels of detail and metrics are, and how they differ.

Understanding levels of detail and metrics in the Report builder

An extensive glossary with definitions of all metrics available in Waitwhile's report builder

Metrics guide and glossary

A guide to understand what levels of detail entails in Waitwhile

Levels of detail guide and glossary

Understand how to leverage filters in the report builder

Report filters guide

Report builder

Find answers and get help from Intercom Support and Community Experts

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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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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

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